Transaction & operations coordinator

Keep every file, client, vendor, and deadline moving.

An AI-accelerated Operator runs the checklist, follows up across parties, keeps systems current, and escalates the decisions that need your team.

Map this workflowReview the scope
Illustrative view of a Filipina operations specialist coordinating property documents, deadlines, and workflow exceptions
Illustrative service visual
Typical monthly outcome retainer$1,800–$3,500/month
Best for

Real estate teams · Property managers · Title and closing support · Transaction-heavy firms

Your Operator owns

Judgment, follow-through, and the result.

  • Daily transaction or client-lifecycle checklist review
  • Client, tenant, agent, and vendor follow-up
  • Deadline and document tracking
  • CRM and platform updates
  • Appointment and status coordination
  • Exception routing and daily reporting
AI and automation support

Routine volume moves faster.

  • Call and message summaries
  • Follow-up and reminder drafts
  • Checklist and CRM task creation
  • Document-parsing support
  • Status-report preparation
  • Approved workflow triggers across connected systems
Measured from launch

The report follows the outcome.

Targets are agreed from your baseline, volume, operating hours, and escalation requirements.

Overdue-task rate
Update cadence
Files per Operator
Owner hours returned
CRM completeness
Escalation response
What we need from you

A workflow the Operator can actually own.

  • A repeatable transaction or client-lifecycle workflow
  • Named systems and access owners
  • Approved scripts, templates, and contact rules
  • A person authorized to receive escalations
  • Baseline volume and current pain points
What stays outside the lane

Clear boundaries protect the business.

  • Licensed real estate, legal, or financial advice
  • Binding approvals or contract decisions
  • Unsanctioned access to sensitive systems
  • Undefined “do everything” support
  • New integrations not included in the agreed implementation scope

Final coverage, volume, systems, service targets, implementation work, and exclusions are documented before launch. The published range is directional, not a binding quote.

Your next operational layer

The tools are already there.
Put someone in charge.

In 30 minutes, we’ll map one workflow, identify where work is dropping, and determine whether an Operator lane makes financial sense.

Book an Operations Fit Call