by Brian Pate, August 24, 2026
“Will you please send everything to my transaction coordinator?”
Absolutely. I have no problem with that request.
Transaction coordinators play an important role in keeping a real estate transaction organized. If an agent wants me to copy a transaction coordinator on documents, emails, and other communications, I’m happy to do it.
But there is an important distinction between sending someone a copy and contractual delivery.
The Contract Determines How Delivery Works
We have been talking about delivery in some of my classes recently because this is one of those small contract details that can create a much bigger problem if agents are not paying attention.
The North Carolina REALTORS® Form 2-T Offer To Purchase and Contract includes specific language describing how notices and communications may be delivered.
The contract states, in part:
“Delivery” shall mean the date of any notice or Communication required in this Contract is … emailed to a Party’s Broker at the email address listed in this contract.
That language matters.
You can certainly send documents to a transaction coordinator. You can copy an assistant. You can include other members of the brokerage team. In many cases, doing so makes the transaction easier for everyone involved.
But agents should not confuse including someone in the communication with satisfying the contract’s deliver requirements.
Check The Email Address In The Contract
The key is the email address identified in the contract for the broker or associated agent.
That is the address agents need to pay attention to when a document, notice, or communication must be delivered under the terms of the contract.
A transaction coordinator may be the person handling much of the day-to-day paperwork, but that does not automatically make the transaction coordinator’s email address the contractual delivery address.
That distinction can become especially important when deadlines are involved.
Think about notices involving due diligence, repairs, termination, amendments or other contract matters where the date and time of delivery could affect the rights of the buyer or seller.
“I sent it to the transaction coordinator” may not answer the real question.
The real question is: “Was it delivered according to the contract?”
Work with a Transaction Coordinator, But Follow The Contract
There is nothing wrong with helping another brokerage follow its preferred workflow.
If copying the transaction coordinator helps the other agent stay organized, I am glad to do it. Good transactions depend on cooperation, communication and professionals helping each other get the job done.
Just remember that convenience and contractual compliance are two different things.
Copy the transaction coordinator.
Send the documents where the agent asks you to send them.
But when contractual delivery matters, make sure the communication also goes to the email address identified in the contract.