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.
Use Case
UtilitySheet for transaction coordinators who need one repeatable utility workflow
Transaction coordinators are usually the ones chasing seller utility details, cleaning up inconsistent answers, and turning that information into something buyers can actually use. UtilitySheet gives you one reusable seller link and a cleaner review step after submission.
Why TCs adopt UtilitySheet
The job is not just collecting utility names. It is keeping the file moving while still delivering a professional handoff.
More consistent files
Every transaction gets the same utility handoff structure, which helps your process feel standardized instead of improvised.
Better handoff quality
The finished utility sheet looks polished enough to share with buyers, agents, and support teams right away, and Pro/Teams can clean up submitted details before it goes out.
Built by TCs, for TCs
The seller-link process, built from real TC work.
Turn a messy, repeated task into one reusable link sellers can complete from their phone.
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
Built around real TC pain points.
One permanent link, reused on every file
Reusable on every fileShare your seller link in texts, emails, or your signature. Sellers enter the address, then confirm or type their utility providers.
Choose simple or advanced packet output
Flexible outputKeep simple utility sheets fast, or collect deeper transition details with Advanced Utility Packet modules (Pro/Teams).
Review and correct submitted sheets
Reduces cleanupWhen 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.