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Platform Features

Every tool a TC needs.
All in one place.

From the moment a contract is signed to the day a file closes — and every relationship in between — Traicee handles the coordination so you can focus on what matters.

Built for the way TCs actually work
Nine tools designed around real transaction coordinator workflows — not retrofitted from something built for agents.
💬

Ask Traicee

Ask any question about a transaction directly from the file panel. Deadlines, parties, contingencies, status — plain English answers in seconds without searching a single document.

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👥

Agent & contributor portals

Invite managed agents and contributors with a single email link. Each gets a branded, limited login to upload documents, add notes, and track their file — without seeing anything else.

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📧

AI-generated drip campaigns

Describe your audience and goal. Traicee writes a complete multi-step email and SMS sequence — ready to review, edit, and activate. Built-in templates included.

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📅

Deadline tracking

Every contract deadline auto-calculated from your acceptance and closing anchors. The dashboard tells you what needs attention today, this week, and what is at risk.

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Tasks & reminders

Per-file task lists generated from extracted contract data. Set custom reminders with delivery via in-app popup, email, or SMS — with snooze built in.

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📱

Text & email from the system

Send texts via Traicee's built-in messenger or connect your Gmail to send emails directly from the platform — all logged to the contact journal automatically.

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🎯

Goal setting & performance

Set annual income, closings, and commission goals. The dashboard tracks your pace in real time — files opened, closed, monthly progress, and projected revenue.

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📋

Advanced contact manager

A full CRM with automatic relationship health scoring — Strong, Warm, At Risk, Dormant — so you always know which contacts need attention without thinking about it.

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🧠

AI document extraction

Upload any contract and AI pulls every party, date, deadline, and contingency in about 90 seconds. Works for all 50 states. Every field editable, every value confidence-scored.

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Every answer about a file — without searching for it.

Ask Traicee anything from within a transaction file and get an instant plain-English answer. Deadlines, party details, outstanding conditions, document status — the AI reads the full file and responds directly in the panel.

  • No navigating — ask from wherever you are in the file
  • Reads extracted data, documents, and journal history
  • Answers the questions agents and clients ask you constantly
  • Different from Traicee Text — this lives inside the file panel
AT
Ask Traicee
Johnson / Martinez — 123 Oak Street
When is the due diligence deadline?
Due diligence expires June 11 — that is 3 days from today. No waiver has been submitted yet.
Who is the listing agent?
The listing agent is Sarah Rivera with Mountain West Realty. Her email is srivera@mwrealty.com and her phone is (801) 555-0142.
AP
Agent portal — your branded workspace
Active files · managed agent view
JM
Johnson / Martinez
123 Oak St · Settlement Jun 14
2 docs pending
SR
Smith / Rivera
456 Elm Ave · Settlement Jun 22
On track
TB
Thompson / Brooks
789 Pine Rd · Settlement Jul 5
Docs reviewed
Contributor — limited access
KP
Kim Patterson
Upload & notes only
Active

Your agents get their own workspace. You stay in control.

Invite any managed agent or contributor via a passwordless email link. Agents see only their files, deadlines, and missing documents. Contributors get an even more limited view — upload and notes only. Everyone works in your branded environment.

  • TC approves every agent document before it enters the file
  • Shared journal keeps all communication inside the platform
  • Contributors can upload and add notes — nothing else
  • Portal shows your logo and brand colors throughout
Close every file the right way. Every time.
A 4-step guided closing checklist that turns the most error-prone moment in any transaction into a systematic, documented process.
1

Document check

Verify all signatures, initials, and required documents are present before proceeding.

2

Tasks & deadlines

Confirm every task is complete and no deadlines were missed before the file closes.

3

Final package

Review the full document set, add TC notes, and confirm the package is ready.

4

Notify & close

Notify the agent, freeze the file, and timestamp the closure permanently.

Ready to go further? Meet Traicee Premium.

Three AI-powered features that turn Traicee from a coordination tool into a complete business intelligence system.

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