Use Cases
Transaction coordinator software for teams tired of chasing missing file details.
Norma Intake is built for the people who own the contract-to-close handoff. It gives transaction coordinators a repeatable way to collect documents, validate deal details, and receive a file summary they can act on immediately.
What teams gain
Replace inbox-driven intake with a consistent workflow.
Get cleaner submissions from agents without requiring a login.
Deliver a ready-to-file cover sheet and structured data automatically.
By the numbers
1
repeatable intake process for every agent
2
minutes to create and share a branded link
0
dashboard checks required for every submission
What this workflow improves
Reduce agent follow-up
When the intake starts with the agreement and only asks for missing details, agents are more likely to complete it correctly the first time.
Package every file the same way
Coordinators receive a standardized PDF and structured data instead of parsing a custom email chain for every transaction.
Keep control over the handoff quality
Human-reviewed submissions protect accuracy while still eliminating a large share of the repetitive setup work.
How Norma Intake fits the workflow
The coordinator bottleneck Norma Intake removes
Many transaction coordinators become the cleanup layer for poor intake. They read the agreement again, chase agent clarifications, and rebuild the file in multiple systems. Norma Intake moves that cleanup upstream so the file arrives closer to ready.
How the workflow fits daily TC operations
A coordinator shares one link. Agents upload the agreement, review the AI-prefilled intake, and submit. The coordinator receives a finished packet in email and can push the same data into the tools that manage tasks, compliance, or back-office workflows.
- Works for solo coordinators and small TC teams
- Supports branded client-facing intake links
- Combines document collection, intake, and handoff
Why this converts better than generic intake forms
Generic forms ask the agent to do too much from memory. Norma Intake reduces friction by using the document as context and by asking only what still needs a human answer. That improves completion and reduces abandonment.
Operational outcomes that matter
Teams using coordinator-specific intake software can spend less time on missing information, file setup errors, and inconsistent submissions. The result is faster onboarding of each deal and better confidence in what hits your transaction pipeline.
Keep exploring
Pricing
Start free with everything you need, then upgrade to Pro when your volume grows.
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See how transaction coordinators and real estate teams use Norma Intake in their daily workflows.
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Guides and articles on intake automation, workflow design, and getting more from your TC process.
Visit the blogFrequently asked questions
Does a transaction coordinator need to train agents on Norma Intake?
Usually very little. The workflow is guided, login-free for agents, and starts with a contract upload, which makes the experience intuitive compared to a blank form.
Can a coordinator still work from email?
Yes. Norma Intake is designed so the final PDF deliverable can land in email, which is useful for coordinators who still manage intake from the inbox.
Is this only for large transaction teams?
No. Solo coordinators benefit just as much because the product removes repetitive setup work that otherwise steals capacity from a small operation.