Ai Transaction Plan & Video Guide
Ai Transaction Plan & Video Guide (Display Only)

Ai Transaction Coordinator Plan

Instantly to the Point.
1 minute Video Guides.

Available with Transaction Coordinator Pro Plan

30 day money back guarantee.

Pro-S Plan option.

The Problem

With the rise in complexity, agents have increasing abdicated more of their clients’ file management to transaction coordinators.

The Fallout

Agents can lose touch with the forms they’re having their clients sign. Transaction coordinators, however, are unlicensed & may not legally represent fiduciaries.

The Solution

With the agent’s Service Plan in lock-step with the TC’s plan, all parties have knowledge to coordinate negotiations.

Marketing Services

Transaction Coordinator Service

Create you network of agents. Deliver coordinated service & communication.

Ai Transaction Coordinator

Use Cases

  • Quick search 300  short videos as a guide or reference.
  • Works in the field or office. Desktop. Mobile. Tablet.
  • Voice and Text interface to Custom GPT.
  • Quick search 240  short videos as a guide or reference
  • Same easy-to-use interface.
  • For the California Residential Purchase Agreement and Joint Escrow Instructions
  • Step-by-step quick videos for each paragraph of the Term Sheet.
  • Super-organized, simple and complete. Learn as you go.
  • 25+ Guides’ personas increase variety and engagement.
  • Use the Term Sheet Expertise Video Guide to help avoid costly mistakes.
  • Use this Guide as a valuable instructional aid.
  • Train agents for compliance and risk mitigation. 

Description

This first of it’s kind Ai home buying & selling guide delivers on-demand personalized information & knowledge.

It’s flexible design enables you deep dive or set cruise control. This guide gives the information you need on demand.

General

  • 300+ Videos: strategies, scripts & tips.
  • Organized in 7-stages like the Agent Service Plan.
  • Search, Play, Say a script. 
  • Play back from over 40 actors.
  • 3 Roles: Agent / Client / Guide.
  • Works in the field or office.
  • Desktop. Mobile. Tablet.

Negotiating Frameworks

  • Negotiating Strategies
  • Messaging Mindset Strategies 
  • Conversations Strategies
  • Transaction Explainer Tips 

Script Types

  • Negotiating Scripts
  • Prospect Persuader Scripts 
  • Objection Handler Scripts 
  • Trainer Scripts

Scripts

  • Lead scripts
  • Messaging framework scripts
  • Strategy framework scripts
  • Conversation scripts
  • Seller prospect scripts
  • Professional referral scripts
  • Cold call framework scripts
  • Agent-to-agent scripts
  • Explainer scripts
  • Callback scripts
  • Qualifier scripts 
  • Distressed homeowner scripts
  • Pre-list seller objection handler scripts
  • Client Meeting scripts
  • Buyer & Seller presentation scripts

Tips

  • Circle of Influence
  • Marketing client explainers
  • Buyer negotiations & purchase
  • Documents
  • Seller marketing & home prep
  • Seller Offers & negotiations
  • Escrow: files to include
  • Escrow: Buyer / Seller agent responsibilities

Select Agent Pro TC Plan


Transaction Coordinator
AI Powered TC Plan to Boost your Compliance & Productivity

Transaction Coordinator AI Plan Chat
ChatGPT Plus required

WATCH NOW
(DEMO VERSION – DISPLAY ONLY)


Finance / Transaction Plan
Client: [Client’s Name Placeholder]

If an ambassador is assigned:

  • Ambassador’s Avatar
  • Ambassador’s Name
  • Real Estate License
  • Email
  • Phone

If no ambassador is assigned:
Precision-track with your Client

Transaction Coordinator AI Plan Chat
ChatGPT Plus required

WATCH NOW
(Example Plan / Active Service Plan)

Stay in sync with your client’s progress at a glance.

If permission is required:
Note: To view this client’s Finance Plan, request permission from the sponsoring lender.


Al Transaction Coordinator
AI Knowledge: Dovetails to Agent Service Plan


Al Transaction Coordinator
AI Knowledge: Multi-agent Console support


Al Transaction Coordinator
AI Knowledge: In-plan Agent messaging


Al Transaction Coordinator
AI Knowledge: Supports CAR Forms


Al Transaction Coordinator
AI Knowledge: Scheduled for Compliance


Al Transaction Coordinator
AI Knowledge: Convenient Buyer/Seller Panels


Al Transaction Coordinator
AI Knowledge: AI Forms Librarian included


Al Transaction Coordinator
AI Knowledge: AI Purchase Agreement


Al Transaction Coordinator
AI Knowledge: Built-in Video Library


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Guide to Buy your Home Cover
Guide to Buy your Home
Guide to Buy a Vacation Home Cover
Guide to Buy a Vacation Home
Guide to Finance your Home Cover
Guide to Finance your Home
Guide to Sell then Buy your Home Cover
Guide to Sell then Buy your Home
Guide to Buy your First Home Cover
Guide to Buy your First Home
Guide to Rent Or Buy Cover
Guide to Rent Or Buy
Guide to Sell your Home Cover
Guide to Sell your Home
Guide to Buy And Hold Cover
Guide to Buy And Hold
Guide to Investor Flip Cover
Guide to Investor Flip