Massachusetts Transaction Coordinator Services

Clear deadlines, organized paperwork, and dependable follow-up for agents working in Massachusetts.

Full TC Service in Massachusetts

Every Massachusetts transaction has a lot to juggle: contract dates, disclosures, financing steps, and the document trail, all moving between agents, lenders, and attorneys. That is where a transaction coordinator comes in. We keep your file organized and make sure everything keeps moving forward, from the signed contract to the final closing, so you always know what comes next.

Be Happy TC has handled more than 12,000 transactions since 2014, backed by a team with over 50 years of combined transaction coordination experience.

We work remotely with agents and brokerages in Massachusetts and the other states we serve.

We offer various listing and contract to close services, so you can choose the level of support that fits each file.

See how our full transaction coordinator service works for Massachusetts agents.

You choose the listing plan that fits, so you get as much or as little help as you need. Depending on your plan, we can:
- Collect the listing paperwork and make sure everyone who needs to sign has signed.
- Send the seller disclosures and any addenda for the seller to complete, with your approval.
- Enter your listing into the MLS, including the remarks, once you set up our MLS access.
- Upload photos and documents.
- Set up showing instructions and scheduling.
- Enter open houses.
- Process price adjustments.
- Review the file and submit it for your brokerage’s compliance approval.
We turn your contract to purchase real estate into a timeline of the dates it sets, including financing and other contingencies, and we keep the attorneys and lender aligned as the file moves.
Compliance-only files are uploaded to the brokerage compliance system only.

Let’s Find the Right Support for Your Business

Tell us a little about your business and where you could use support. We’ll talk through your needs, answer your questions, and explain our services and fees.

Let’s Talk

How We Work With You and Your Brokerage

We start by agreeing on how you want to communicate, what your brokerage requires, and who handles each conversation.

A-Frame gives you limited access to your files for status updates. Our platforms include KW Command, Glide, zipForm, Dotloop, SkySlope, DocuSign, and many more.

During each file we keep in touch with the other agent and their TC if they have one, the lender, the attorneys, and the closing attorney.

Our work is general office administrative support. Licensed decisions stay with you and your broker.

CEO and Founder
I’ve spent over 27 years in real estate, and about 24 of those years have been in transaction coordination. Along the way I figured out that the paperwork was the part I loved, so I built Be Happy TC around it in 2014. Today I lead a team that helps agents keep their files organized and their transactions on track. Our slogan says it best: where every transaction ends in a smile.

Who’s Behind Your Files

Our team of experienced coordinators supports your listings and transactions from the first document to the final file. Get to know the people working on your behalf.

Transaction Coordinator
With about 15 years of transaction coordination experience, Brooke leads our transaction coordinators and keeps Massachusetts files on track from contract through closing. She pays close attention to every deadline and steps in when a file needs extra care. When you hand her a file, you can count on her to have your back.
Read Brooke’s Bio

Meet Our TC Team

Director of Finance and Marketing
I got my start in the electronics industry in 1992 selling home audio/video equipment and after a few years moved on to the automotive industry in 1995 doing custom fab fiberglass and auto sound. In 2013, I switched to the Real Estate industry and never looked back!

What Agents Say

“Working with Brooke Nelson as our transaction coordinator has been an absolute game-changer! She keeps everything organized and running smoothly, making the entire process stress-free. We couldn't do what we do without Brooke Nelson, and we're so grateful for her hard work and attention to detail!”

D. Jackson

Massachusetts TC Questions

Must my transaction coordinator live in Massachusetts?

No. Our team works remotely, and before your first file we walk through how our support fits your brokerage's process.

Will you keep track of my contract dates?

Yes. From your contract to purchase real estate we map every deadline, including financing and other contingencies, and send reminders before each one. Decisions and legal steps stay with you, your broker, and your attorney.

What tasks can a transaction coordinator perform on a Massachusetts file?

We handle general office administrative tasks, such as organizing documents, tracking the calendar, following up with the people involved, and preparing your file for compliance. Closings in Massachusetts are conducted by attorneys. We do not give legal advice or perform licensed activity. Your broker may have their own policy, so we confirm our role with you and your broker before we begin.

What does it cost?

Costs vary by the service you need. We will walk through the options and confirm the fee before any work starts.

Get Started

Everything you need to get started is on our Submit a File page. New to Be Happy TC? Schedule a meeting or send us your setup information there. Already working with us? Submit a new listing, a transaction, a compliance-only file, or an offer request.

Prefer to call? Reach us at 951-297-9922 or info@behappytc.com.

Get Started

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