Commission Disbursement & Post-Close File Archiver
A done-for-you real estate automation built for the Transaction Coordinator, connecting Twilio and DocuSign so the work below happens on its own.
What this automation does, step by step
Once a transaction closes, this automation pulls the final settlement statement, calculates commission splits per the agreement on file, generates a commission disbursement authorization for the broker, and sends it for e-signature, all within an hour of the recorded close date.
The complete transaction file is automatically organized in a named cloud folder, a post-close survey is sent to buyer and seller, and a review request goes out 48 hours later.
What used to be a half-day of post-close admin is done before the TC finishes their coffee.
- Transaction management software (e.g., Dotloop or SkySlope)
- Zapier or Make.com
- DocuSign (CDA e-signature)
- Google Drive or Dropbox (file archiving)
- Twilio (review request text)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Handled by hand, a transaction coordinator spends time each day re-checking the same information across disconnected tools instead of doing higher-value work.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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