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Skills 07 · Transaction Coordinator

Term sheet
to close.
Hands-off.

Speedy coordinates stips, signatures, wires, and commissions in one deal room. Then keeps watching for the renewal — so it doesn't shop elsewhere.

For ISOs For Vendors
Deal Room · Smith Roofing Closing

Term sheet sent

Lender A · 3 days ago

Stips collected (3 of 3)

Speedy chased automatically

E-sign in progress

Borrower · pending signature

Live

Wire confirmation

Awaiting funding

Commission settled

$24,800 pending

The pain

After the term sheet, you're suddenly three jobs.

Chase stips. Chase the attorney. Chase signatures.

Coordinate the wire. Confirm it cleared.

Track commission. Argue when it doesn't arrive.

Funded clients renew elsewhere — you didn't know.

The lifecycle

Term sheet to renewal — coordinated.

Six stages. Six handoffs. None of them yours.

01

Term sheet

Vendor sends. Deal room opens.

02

Stips

Speedy chases white-labeled.

03

E-sign

Pre-filled. Routed. Tracked.

04

Funding

Wire confirmed. Logged.

05

Commission

Paid on-platform. Audit-grade.

06

Renewal

Speedy watches the maturity.

Hands-off mode

Send the deal. Watch Speedy close it.

Send the deal to a matched vendor and walk away. Speedy collects stips, routes signatures, confirms the wire, and settles the commission — all without your involvement. You get notified. Not buried.

  • Permission-gated — you decide what Speedy can do
  • Status updates pushed to messaging on the schedule you choose
  • Speedy flags anything stalling — before the deal goes cold
  • Override at any point — full control retained

Speedy permissions

Send stip requests to clients
Route e-sign packages
Confirm wire receipts
Settle commissions
Place voice calls to clients
Send terms to clients without review

You retain full control. Speedy operates only within scope.

Beyond close

Renewals don't escape Speedy.

Once a deal funds, Speedy starts the renewal clock. He'll alert you weeks before maturity — long before another broker can poach.

Maturity tracking

Every funded deal gets a renewal date. Surfaced 60 / 30 / 7 days out.

Cross-sell on close

After funding, Speedy revisits the client across the 5 marketplaces — anything new?

Earnest money + TC

For RE deals: transactional funding, earnest money, bridge — coordinated end-to-end.