Public Role Guide
Cowtown Asset and Transaction System (CATS)
Dedicated role instructions for the platform.
Transaction Coordinator
Keep contracts, packets, and closeout work moving
Transaction Coordinators focus on contract packets, signature readiness, delivery timing, and close-related follow-through.
Main Areas Used
My Work
Offers & Negotiations
Contract Packets
Transaction Room
CDA Form
Client Delivery
Daily Workflow
- Start in My Work to see contract attention, signature readiness, and close pressure.
- Use Contract Packets to seed checklists, confirm document readiness, and mark files ready for signature.
- Use Transaction Room and delivery tools to keep the under-contract file moving without losing document control.
What This Role Can Do
- Work contract readiness and checklist items
- Coordinate packet completion and signature-ready status
- Support closeout and delivery work
What This Role Should Avoid
- Change admin settings or global workflow design unless specifically allowed
Success Standard
Packets are complete, signatures move quickly, and the close file does not stall on missing documents or hidden checklist gaps.
This role guide is public so teams can train and onboard before signing in. Live access to the actual screens still depends on approved rights inside the platform.