Transaction Coordination

10 Markdown skill files calibrated to the daily TC workflow. Compliance flags on every output. Built to plug into your state's contract form and licensing rules via the included `state-law-references.md` file — one-time setup, ~30 minutes.

10 skills~30 pages of Markdown

JurisdictionAny state — one-time setup

FormatPlain .md files (ZIP)

UpdatesLifetime, free

If you're a working TC, this is the pack to start with. Every skill was extracted from real files — the compliance triggers are the ones that actually come up under contract. Skills ship state-neutral with a guided setup to plug in your state's specifics.

What's inside

10 skills, every one from a real file.

tc-intake

New-file intake interview

Guided Q&A that pulls the 18 facts you need before opening a TC file — with automatic redaction of bank routing numbers and Social Security numbers.

tc-intro-email-pack

3-email intro to all parties

Buyer, seller, and co-op agent intros that explain your role without promising closing dates or lender approvals.

key-date-math

Contract date calculator

Inspection, financing, title, and closing dates derived from the effective date — with business-day rules baked in.

mls-late-entry-watch

MLS deadline scanner

Flags any listing status change that's at risk of triggering an MLS late-entry fine. Tuned to your local MLS rules.

broker-memo-writer

Broker memo drafter

Draft the broker memo for any escalation, with the relevant state statute or contract section cited inline.

addendum-checker

Addendum review

Reads a draft addendum, flags missing initials, conflicting terms with the base contract, and unsupported promises.

closing-week-checklist

Closing-week orchestrator

7-day-out checklist that walks the file through final walkthrough, wire instructions verification, and signing prep.

vendor-followup

Title & lender chaser

Polite-but-firm followup templates calibrated for title companies, lenders, and inspectors. With escalation triggers.

file-summary

File status summary

A one-paragraph summary of where a file stands — for handoffs, agent updates, or your own end-of-day notes.

post-close-archive

Post-close archive prep

Generates the document checklist and naming convention for your brokerage's required post-close archive.

Sample skill

Here's what one looks like.

Every skill is a plain text file. The settings at the top tell the AI exactly which rules to follow on every reply. The rest of the file is the actual job instructions.

---

name: tc-intro-email-pack

jurisdiction: [your state]

version: 2026.05

guardrails:

  human_in_loop: true

  do_not_promise: [closing date, lender approval, legal advice]

  cite_or_flag: [your state contract sections, state commission rules, MLS rules]

  pii_minimization: [SSN, DL, bank routing, full DOB]

  escalation_triggers: [litigation, probate, foreclosure, dual agency]

---

# Three-Email Intro Pack

You are drafting the first three emails sent at the start of a TC file:

1. Buyer intro

2. Seller intro

3. Co-op agent intro

Before drafting, confirm these 6 facts with the user...

Who this is for

Three workflows where TCs use this every week.

Opening a new file fast

Drop the contract into Claude with the tc-intake skill and get back the 18 facts you need — plus key-date math — in two minutes.

Catching MLS late entries before the fine

Every Monday: paste your active listings into Claude with mls-late-entry-watch. Anything within 24 hours of a fine triggers a flag.

Escalating without writing the broker memo from scratch

Hard situation comes up — foreclosure disclosure, dual agency question. Use broker-memo-writer and get a draft with your state's commission citation already inline.

Common questions

Before you buy.

What's actually different from using ChatGPT directly?

A skill stays loaded across the whole conversation and enforces guardrails on every output. The AI won't promise a closing date, won't echo a buyer's SSN back in a summary, and won't fabricate a contract paragraph reference. Without a skill, the same AI will absolutely do all three.

Is this for new TCs or experienced ones?

Both. New TCs get the structure and the compliance flags built in — the skill teaches you the right questions to ask while it drafts. Experienced TCs use it to accelerate work they already know how to do, with the safety net that a tired Friday afternoon won't produce something embarrassing.

Can I customize them?

Yes — they're plain Markdown. Open in any editor, modify, save. Adapt to your office's templates, swap in your own example data, layer on extra guardrails specific to your team.

How are updates delivered?

Email. When NAR COE is amended, federal regulations change, or the workflow skills are improved, you get a link to the revised ZIP. No portal to log into.