Best Software for Transaction Coordinators: Open to Close vs. AFrame vs. Folio vs. Spreadsheets

Choosing the right software as a Transaction Coordinator (TC) can make or break your workflow. Whether you're managing a few files or scaling a full-blown TC business, having the right tools is crucial.

Today, we’re comparing the four most common options TCs use:
➡️ Open to Close
➡️ AFrame
➡️ Folio by Amitree
➡️ Spreadsheets (Manual Tracking)

Let’s break down their pros, cons, and best-use cases so you can pick the right system for your business.

Open to Close (OTC)

A robust, TC-focused platform designed to manage files, tasks, and client communication in one place.

Pros:

• Built specifically for TCs

• Automation of reminders & tasks

• Client portals for updates

• Easy file and document tracking

Cons:

• Monthly subscription cost

• Slight learning curve for new users

💡 Best for TCs managing multiple agents and higher volume files needing robust automation.

AFrame

AFrame is a CRM-style system tailored for TCs and real estate teams, offering workflow management and document compliance.

Pros:

• Simple interface for task tracking

• Broker compliance features

• Custom workflows per agent

• Affordable entry pricing

Cons:

• Less advanced automations compared to OTC

• Limited client communication features

💡 Best for solo TCs or small teams looking for streamlined task management with light automation.

Folio by Amitree

Folio is a Gmail add-on that organizes transaction emails into smart folders with timeline tracking.

Pros:

• Extremely simple and low-cost

• Great for new TCs who live in their inbox

• Timeline views per transaction

Cons:

• Limited task management

• No robust CRM features

• Not scalable for higher transaction volumes

💡 Best for new TCs managing a few transactions, who want a lightweight and email-based solution.

Spreadsheets (Manual Tracking)

Many TCs start with a custom-built spreadsheet to track transactions, deadlines, and tasks.

Pros:

• Free (or low cost)

• Fully customizable to your workflow

• Great for learning and process development

Cons:

• No automations or reminders

• Higher risk of errors as volume increases

• Time-consuming for updates and tracking

💡 Best for TCs just starting out or in the BUILD phase of their business.

🚦 Which Should You Choose?

• If you're BUILDing → Start with Spreadsheets and cheap cost

• If you're ready to LAUNCH → Open to Close to help you build strong systems

• If you're in GROW mode → Open to Close will give you scalability & automation as you add people to your Team.