RE Transaction Coordinator Plugin

Turn a 6-hour real estate transaction coordination process into a 45-minute workflow included with your subscription.

Overview

RE Transaction Coordinator is a proprietary plugin that handles the document-heavy workflows of real estate transaction coordination. Instead of paying $300-1,500/year for tools like Dotloop, SkySlope, or Brokermint, this plugin automates the core tasks:

• Parse real estate offers (PDF/DOCX) → extract buyer, seller, property, price, dates, contingencies
• Generate checklists → contract-to-close task lists with auto-calculated deadlines
• Fill document templates → populate buyer/seller/property info into DOCX forms automatically
• Check state compliance → generate disclosure checklists for CA, TX, FL, NY, CO, and other states
• Build transaction timelines → calendar exports (ICS) and milestone summaries
• Produce closing summaries → formatted reports for broker files and closing coordination

Quick Start

1. Initialize your workspace:

   /re:re-setup
   

   Creates lifecycle folders (inbound/, processing/, outbound/, archive/) and installs dependencies.

2. Upload an offer: Place your real estate offer (PDF or DOCX) in the inbound/ folder, then:

   /re:re-parse-offer
   

   Extracts buyer, seller, property, price, dates, and contingencies.

3. Generate a checklist:

   /re:re-generate-checklist
   

   Creates a contract-to-close checklist with calculated deadlines in Word format and JSON.

4. Fill your templates: Place your DOCX templates (addenda, disclosures, amendments) in inbound/, then:

   /re:re-fill-doc
   

   Automatically populates buyer/seller/property info into placeholders.

5. Check state compliance:

   /re:re-compliance-checklist
   

   Specify your state and property type; generates required disclosure checklists.

6. Create a timeline:

   /re:re-create-timeline
   

   Produces calendar file (ICS) and timeline summary showing days remaining to each milestone.

7. Generate a closing summary:

   /re:re-generate-summary
   

   Compiles all transaction data into a formatted 3-8 page closing report for broker files.

Or run everything at once:

/re:re-run-all

Features

Core Capabilities

Feature	RE Coordinator	Dotloop	SkySlope	Brokermint	Paperless Pipeline
Offer Parsing (PDF/DOCX)	✓	✓	✓	✓	—
Checklist Generation	✓	✓	✓	✓	✓
Document Template Filling	✓	✓	✓	—	—
State Compliance Checklists	✓ (10 states + federal)	✓	✓	✓	✓
Timeline/Calendar Export	✓ (ICS)	✓	✓	—	—
E-Signature Integration	—	✓ (DocuSign)	✓ (DigiSign)	—	✓
Multi-User Collaboration	—	✓	✓	✓	✓
MLS/CRM Integration	—	✓	✓	✓	—
Cost (per year)	included with your subscription	$384-1,500	$300-480/user	$948-1,908	$360-1,200
Contract Lock-In	None	12 months	Annual	Annual	Annual

Supported States (Compliance) — 10 States + Federal

Compliance checklists with state-specific disclosures and statute citations:

• California (CA) — TDS (Civ. Code §1102), NHD (§1103), Agency (§2079.14), Mello-Roos (Gov. Code §53340)
• Texas (TX) — TREC Seller's Disclosure (Prop. Code §5.008), HOA (§207.003), MUD (Water Code §49.452)
• Florida (FL) — Radon (Fla. Stat. §404.056), HOA (§720.401), Condo (§718.503), Flood (§689.302)
• New York (NY) — PCDS/$500 credit (RPL §462), Mansion Tax (Tax Law §1402-a)
• Colorado (CO) — SPD (C.R.S. §38-35.7-101), Radon (§25-11-110), Meth (§25-18.5-104)
• Illinois (IL) — Disclosure Act (765 ILCS 77/), Radon (420 ILCS 46/25)
• Georgia (GA) — Seller's Disclosure (Ga. Code §44-1-16)
• North Carolina (NC) — Disclosure Act (N.C.G.S. §47E), Mineral Rights (§47E-4.1)
• Washington (WA) — Seller Disclosure (RCW 64.06), 3-day rescission
• Arizona (AZ) — SPDS (A.R.S. §33-422), Affidavit of Disclosure
• Other states (federal disclosures only: lead paint per 42 USC §4852d)

How It Works

Workflow

inbound/offer.pdf or .docx
       ↓
[re-parse-offer] → processing/re-parsed.json
       ↓
[re-generate-checklist] → processing/re-checklist.json → outbound/re-transaction-checklist.docx
       ↓
[re-fill-doc] → outbound/re-filled-*.docx (your templates, auto-populated)
       ↓
[re-compliance-checklist] → outbound/re-compliance-checklist.docx
       ↓
[re-create-timeline] → outbound/re-timeline.ics + outbound/re-timeline-summary.docx
       ↓
[re-generate-summary] → outbound/re-transaction-summary.docx

All files are stored in your local outbound/ folder. local processing. No SaaS hosting. Total data privacy.

Data Formats

• Parsed Offers: JSON with buyer, seller, property, price, contingency dates, earnest money, and confidence scores
• Checklists: JSON + DOCX (ready for printing or sharing)
• Timelines: ICS (Apple Calendar, Google Calendar, Outlook compatible) + CSV fallback
• Closing Summaries: DOCX (3-8 pages, formatted for broker file)

Commands

/re:re-setup

Initialize workspace and dependencies.

• Creates lifecycle folders: inbound/, processing/, outbound/, archive/, .re/
• Installs python-docx, pdfminer.six, icalendar, reportlab via pip
• Generates .re/config.json with your workspace path and default state
• Runs smoke test to verify all folders are writable

/re:re-parse-offer

Parse an uploaded offer PDF or DOCX.

• Reads inbound/offer.pdf or inbound/offer.docx
• Extracts: buyer_name, seller_name, property_address, purchase_price, closing_date, contingency dates, earnest money, parties, contingencies
• Assigns confidence_score (0.0–1.0) to each field
• Flags low-confidence fields for manual review
• Outputs: processing/re-parsed.json

Supports:

• Standard NAR forms and state-specific offer templates
• Multi-page PDFs (extracts all pages)
• Scanned PDFs (with warnings about potential OCR errors)
• Cash offers (detects and skips loan/appraisal contingencies)
• Non-standard templates (flags with confidence scores)

/re:re-generate-checklist

Generate contract-to-close checklist with auto-calculated deadlines.

• Reads: processing/re-parsed.json
• Calculates days_remaining for each milestone from today's date
• Detects cash vs. financed offers; adjusts items accordingly
• Flags RUSH if closing < 7 days
• Includes legal disclaimer for information purposes only
• Outputs: processing/re-checklist.json + outbound/re-transaction-checklist.docx

/re:re-fill-doc

Populate DOCX templates with extracted offer data.

• Reads: processing/re-parsed.json + any DOCX files in inbound/
• Alternative to placeholders: {{buyer_name}}, {{property_address}}, {{purchase_price}}, etc.
• Handles non-standard placeholder formats: [FIELD], <field>
• Detects and warns about unmatched placeholders
• Outputs: outbound/re-filled-{template-name}.docx for each template

/re:re-compliance-checklist

Generate state-specific disclosure and compliance checklists.

• Prompts for state (CA/TX/FL/NY/CO or OTHER) and property type (SFR/Multi-family/Commercial)
• Generates compliance checklist with mandatory disclosures for the selected state
• Includes legal disclaimer: "This checklist is for informational purposes only and does not constitute legal advice. Consult a qualified real estate attorney and your broker for compliance requirements in your jurisdiction."
• Outputs: processing/re-compliance.json + outbound/re-compliance-checklist.docx

Handled scenarios:

• Federal disclosures (lead paint for pre-1978 properties)
• State-specific disclosures (CA: Natural Hazard Disclosure, Prop 13 info, etc.)
• Multi-unit properties (different disclosure requirements vs. single-family)
• Cash offers (no loan/appraisal-related disclosures)

/re:re-create-timeline

Build transaction timeline with calendar export.

• Reads: processing/re-checklist.json
• Calculates days_remaining using today's date
• Generates ICS calendar file (one VEVENT per milestone)
• Generates CSV fallback for Excel import
• Outputs: processing/re-timeline.json + outbound/re-timeline.ics + outbound/re-timeline-summary.docx

Compatible with:

• Apple Calendar
• Google Calendar
• Microsoft Outlook
• Any ICS-compatible calendar app

/re:re-generate-summary

Generate closing summary report for broker file.

• Reads all 4 intermediate JSON files (parsed offer, checklist, compliance, timeline)
• Handles missing files gracefully (marks sections as [SECTION NOT AVAILABLE])
• Writes AI-generated executive summary (3-5 sentences)
• Outputs: outbound/re-transaction-summary.docx (3-8 pages)
• Includes mandatory legal disclaimers

/re:re-wire-fraud-check

Generate wire fraud prevention checklist per FBI IC3 guidelines.

• Classifies risk: STANDARD, ELEVATED (cash ≥$300K or entity buyer), HIGH (cash ≥$1M)
• 7-step pre-wire verification protocol with FBI IC3 and ALTA Best Practices sources
• Email security checklist for BEC/domain spoofing detection
• Incident response plan with timeframes (bank recall ~72h, FBI IC3 report within 24h)
• Title company verification record section
• Outputs: processing/re-wire-fraud-prevention.json + outbound/re-wire-fraud-prevention.docx

/re:re-run-all

Execute the full workflow in sequence.

setup → parse-offer → generate-checklist → fill-doc → compliance-checklist → create-timeline → generate-summary

Runs all commands in order. If any step fails, logs to .re/logs/ and continues (unless critical dependencies missing).

/re:re-status

Check workflow progress and file status.

• Lists which lifecycle files exist and when they were last modified
• Shows which stages have completed (setup ✓, parsed ✓, checklist ✓, etc.)
• Reports any warnings from .re/logs/ files
• Recommends next step

Installation & Setup

Requirements

• Python 3.8+ (preinstalled on macOS/Linux; Windows users: download from python.org)
• 50 MB free disk space for dependencies and sample transaction data

Install the Plugin

1. In Cowork, click + Add Plugin and search for "RE Transaction Coordinator"
2. Click Install
3. Run /re:re-setup to initialize your workspace

First Run

/re:re-setup

This will:

• Ask for your working directory (defaults to current folder)
• Ask for your primary state (CA/TX/FL/NY/CO)
• Create all lifecycle folders
• Install Python dependencies (python-docx, pdfminer.six, icalendar, reportlab)
• Run smoke test
• Generate .re/config.json

If pip install fails due to permission errors, the plugin will provide a venv (virtual environment) fallback:

python3 -m venv .re/venv
source .re/venv/bin/activate
pip install python-docx pdfminer.six icalendar reportlab

AI-Powered Features (16 total)

1. 10-State Form Auto-Detection: Identifies CAR RPA-CA, TREC 20-16, FAR/BAR-6, NWMLS Form 21, AAR, CREC CBS, NCAR 2-T, GAR F20, IAR Multi-Board forms and applies state-specific extraction patterns
2. Document Parsing with Confidence Scoring: Extracts buyer, seller, property, price, dates, contingencies with 0.0-1.0 confidence; flags low-confidence fields for manual review
3. RESPA/TRID Compliance Tracking: Monitors Loan Estimate (3 business days per 12 CFR §1026.19(e)) and Closing Disclosure (3 business days per 12 CFR §1026.19(f)) deadlines
4. FIRPTA/FinCEN Entity Detection: Flags LLC, Trust, Corp buyers for IRC §1445 withholding review and FinCEN GTO beneficial ownership verification (31 CFR §1010.230)
5. 10-State Compliance Checklists with Statute Citations: CA (Civ. Code §1102), TX (Prop. Code §5.008), FL (§404.056), NY (RPL §462), CO (C.R.S. §38-35.7-101), IL, GA, NC, WA, AZ — every item with authoritative statute reference
6. Wire Fraud Prevention Protocol: FBI IC3-based risk classification (STANDARD/ELEVATED/HIGH), BEC detection, domain spoofing checks, phone verification workflow, incident response steps
7. State-Specific Contingency Defaults: Auto-calculates deadlines per CAR RPA ¶14B (17d inspection/21d loan), TREC option periods, FAR standards (15d inspection), CREC §10.3 (10d inspection)
8. NAR 10-Step TC Workflow: Complete transaction coordinator workflow from contract execution through post-closing distribution
9. Loan-Type-Specific Processing: Detects Conventional/FHA/VA/USDA/Cash/Jumbo/Hard Money; applies appropriate contingencies (VA appraisal, FHA MPR per HUD 4000.1, PMI tracking)
10. Timeline Generation with TRID Milestones: ICS calendar with color-coded urgency, Closing Disclosure deadline, wire verification milestone, state-specific defaults
11. Compliance Checklist Generation: State-specific mandatory disclosures with form numbers and statute citations for 10 states + federal requirements
12. Summary Synthesis with Compliance Status: Broker-file-ready closing summary with RESPA/TRID timeline, wire fraud prevention status, document retention notice
13. Document Template Auto-Population: Supports CAR, TREC, FAR/BAR, NWMLS placeholder formats with field validation per state form standards
14. Contingency Tracking with Days-Remaining: Real-time deadline calculations with RUSH flag (<7 days), state-specific period defaults
15. Cash Offer Detection: Automatically identifies cash purchases, skips financing contingencies, flags FinCEN GTO for ≥$300K
16. Lead Paint Auto-Detection: Flags pre-1978 properties for 42 USC §4852d disclosure requirements

Estimated Cost per Use

Disclaimer: Token estimates are approximate and based on typical usage patterns measured from skill prompt sizes. Actual costs vary with input data size, conversation length, and complexity. Estimates use Claude Sonnet 4.6 pricing ($3/1M input, $15/1M output). Cowork and Claude Desktop subscription users (Pro/Max/Team) are not charged per-token — these estimates apply only to direct Anthropic API usage. Running stages individually in fresh sessions uses fewer input tokens than running the full pipeline sequentially, because pipeline mode accumulates conversation history across stages.

Per skill (run individually in a fresh session):

Stage	Skill Prompt	User Input	Total Input	Output	Est. Cost
re-wire-fraud-prevention	~3.8K	~800	~7.4K	~3.8K	~$0.08
re-compliance-checklist	~5.4K	~800	~9.1K	~4.0K	~$0.09
re-timeline-generator	~3.2K	~800	~6.8K	~3.2K	~$0.07
re-summary-generator	~3.5K	~800	~7.1K	~6.0K	~$0.11
re-doc-filler	~2.9K	~800	~6.5K	~3.0K	~$0.06
re-offer-parser	~8.1K	~2.0K	~12.9K	~2.0K	~$0.07
re-transaction-kb	~6.7K	~800	~10.3K	~6.0K	~$0.12
re-checklist-generator	~4.3K	~800	~7.9K	~4.0K	~$0.08
Standalone total			~67.9K	~32.0K	~$0.68

Full pipeline (all stages in one session — context accumulates):

Stage	Base Input	+ History	Total Input	Output	Est. Cost
re-wire-fraud-prevention	~7.6K	0	~7.6K	~3.8K	~$0.08
re-compliance-checklist	~9.2K	~4.6K	~13.9K	~4.0K	~$0.10
re-timeline-generator	~7.0K	~9.4K	~16.4K	~3.2K	~$0.10
re-summary-generator	~7.3K	~13.4K	~20.7K	~6.0K	~$0.15
re-doc-filler	~6.7K	~20.2K	~26.9K	~3.0K	~$0.13
re-offer-parser	~13.1K	~24.0K	~37.1K	~2.0K	~$0.14
re-transaction-kb	~10.5K	~28.0K	~38.5K	~6.0K	~$0.21
re-checklist-generator	~8.1K	~34.8K	~42.9K	~4.0K	~$0.19
Pipeline total			~204.1K	~32.0K	~$1.09

Running the full pipeline once typically costs $0.77–$1.42 in API tokens (Claude Sonnet 4.6).

Known Limitations

1. No native e-signatures — The plugin generates DocuSign-ready PDFs, but does not integrate with DocuSign, HelloSign, or other e-signature platforms. You'll upload generated documents to your e-signature tool manually. (Workaround: Plugin generates formatted PDFs ready for signing; saves 30-45 minutes of prep time per transaction.)

2. No persistent transaction database — Transaction records live in local JSON files and DOCX documents, not a searchable cloud database. You cannot query "all transactions closing this month" across the plugin. (Workaround: All data in processing/ and outbound/ folders can be imported into Excel or Google Sheets for filtering and reporting. Or generate a summary for any past transaction by reloading its folder.)

3. No multi-user real-time collaboration — Single-user, session-based operation. A transaction coordinator and listing agent cannot work on the same transaction file simultaneously in real time. (Workaround: Share the outbound/ folder via Google Drive or Dropbox for asynchronous collaboration. Designate one user as the primary plugin operator; distribute completed documents with the team.)

4. No live MLS/CRM integration — The plugin cannot auto-pull property data from MLS or sync transaction status back to CRM platforms (Follow Up Boss, Sierra Interactive, etc.). All data must be manually provided via uploaded offer PDF. (Workaround: Plugin extracts data from user-provided offer PDFs. For additional property data, add a CSV file to inbound/ with MLS details; plugin can reference it.)

5. No automated deadline alerts/reminders — Cannot send push notifications or email alerts when inspection contingency deadlines or appraisal dates approach. (Workaround: Timeline generator exports an ICS calendar file you import into Google Calendar, Outlook, or Apple Calendar — those apps can send you reminder notifications.)

6. State compliance coverage: 10 states — Pre-built compliance checklists cover CA, TX, FL, NY, CO, IL, GA, NC, WA, AZ with statute citations. Other states require manual customization or federal disclosures only. (Workaround: For OTHER states, the plugin generates federal-only compliance checklists. Users can customize the skill file for their state or provide state-specific disclosure requirements as text.)

Data Privacy & Security

• data is processed within the Cowork environment. local processing, local processing.
• No account required. No login, no tracking, no analytics.
• No telemetry. Plugin does not send usage data anywhere.
• Local files only. Transaction data lives in your outbound/ folder; you control distribution.
• Encrypted storage optional. Store your outbound/ folder in an encrypted cloud (Tresorit, Sync.com) for extra security.

Usage Cost Estimate

For API-based users (Claude API users):

• Per-transaction cost: approximately $0.18–$0.45 depending on offer complexity and number of pages
• No license fees, no monthly subscriptions, no contract lock-in

Included with your subscription Cowork users:

• Cost: included with your subscription

Support & Feedback

• Issues: Found a bug? Plugin failing on your offer PDFs? Report it.
• Feature Requests: Want multi-state compliance checklists or CSV import? Let us know.
• Customization: Want to modify compliance checklists for your state? Skill files are plain text — edit and save.

Roadmap (Future Versions)

• E-signature integration (DocuSign API)
• Cloud sync (Google Drive, Dropbox)
• Multi-user collaboration with real-time document locking
• MLS data auto-fetch (IDX integration)
• Automated deadline reminders (Slack, email)
• Transaction database with search and reporting
• All 50 states + compliance checklists
• Spanish-language templates and checklists

Support

For questions, issues, or feature requests:

• Contact Plugin Factory support
• Report issues through the Cowork dashboard
• Provide feedback on command execution

License

See LICENSE file in this directory.

Changelog

See CHANGELOG.md for version history and updates.

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Made with care for busy real estate agents and transaction coordinators who deserve better than $300+/year subscription tools.

Important Disclaimers

• AI-Generated Content: This plugin uses AI (LLM) technology which can produce inaccurate or incomplete outputs. All content should be treated as a starting point and reviewed for accuracy before use.
• Not Professional Advice: Outputs do not constitute legal, financial, tax, medical, or other professional advice. Consult qualified professionals before making decisions based on generated content.
• No Compliance Guarantee: References to industry standards, regulations, or guidelines are for informational purposes only. This plugin does not guarantee compliance with any law or regulation. Users are responsible for verifying all outputs meet their specific regulatory requirements.
• No Endorsement or Affiliation: Mention of third-party products, standards, or organizations does not imply endorsement, partnership, or certification by those entities.
• Not Legal Advice: This plugin does not provide legal services or legal advice. All legal documents and analysis should be reviewed by a licensed attorney before use.