For Transaction Coordinators

Utility collection for transaction coordinators

One seller link. Cleaner submissions. Buyer-ready utility sheets. UtilitySheet gives TCs a repeatable workflow for the utility handoff that usually turns into follow-up texts, blank forms, and last-minute cleanup.

Why TCs adopt UtilitySheet

The job is not just collecting utility names. It is keeping the file moving while still delivering a professional buyer handoff.

Fewer seller chase-downs

Instead of multiple follow-up emails or texts, you send one guided link and let the seller complete the form in a cleaner flow. Nearly 86% of started UtilitySheets are completed.

One workflow on every file

Add the reusable seller link to your listing email, text template, checklist, or signature once. From there, utility collection stops feeling improvised.

Better buyer handoff quality

The finished utility sheet looks polished enough to share with buyers, agents, and support teams, and Pro/Teams can clean up submitted details before it goes out.

Built for TC workflows

Utility collection that fits the TC process.

Turn a repeated closing task into one reusable seller link, one review step, and one buyer-ready utility sheet.

Sound familiar?

Repeating the same utility questions on every file
Incomplete utility details right before closing
Waiting days for sellers to respond

What you get

A repeatable seller utility handoff for every file.

One permanent link, reused on every file
Reusable on every file
Share your seller link in texts, emails, or your signature. Sellers enter the address, then confirm or type their utility providers.
Collect only the details the file needs
Simple or advanced
Keep standard utility sheets fast, or add transition details like lawn care, security, mailbox, and access notes when the file needs more context.
Review and correct submitted sheets
Reduces cleanup
When a seller submits, Pro and Teams can fix formatting, provider names, addresses, and contact details in the dashboard before the sheet gets shared forward.

The TC process

Drop the link into the messages you already send.

1
Add your seller link to your email signature, listing email template, or text template once.
2
When a new file opens, text or email the seller your link. They enter the property address, confirm suggested providers when available, or type their own answers.
3
Your completion email can include the finished PDF automatically. If anything needs cleanup after submission, update the live sheet in the dashboard before you share the web link or PDF forward.
The dashboard stays out of your way
Paste your reusable link into email, text, Dotloop, Skyslope, Brokermint, or your TC checklist. Open UtilitySheet when you need to review a submission, fix a typo, update provider details, manage branding, or adjust settings.

Related pages

These pages are useful if you are comparing plans or sharing UtilitySheet with an agent or team lead.

Make utility collection one less thing to babysit

Start free and test UtilitySheet on a real file. If it belongs in your monthly TC workflow, Pro adds branded output, post-submission editing, and use on every transaction.