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.
Use Case
UtilitySheet for transaction coordinators
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 is built to remove that busywork before and 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 utility handoff, standardized.
Turn a messy, repeated task into a simple workflow you can run on every file—without chasing sellers.
Sound familiar?
Wasting 30-45 min per file on utility busywork
Incomplete buyer packets at closing
Waiting days for sellers to respond
What you get
Built around real TC pain points.
One permanent link, reused on every file
Saves 15 minShare your seller link in texts, emails, or your signature. Sellers enter the address — no back-and-forth, no "who's your gas company?" texts.
Choose simple or advanced packet output
Saves 10 minKeep simple handoffs fast, or collect deeper transition details with Advanced Utility Packet modules (Pro/Teams).
Review and correct submitted sheets
Saves 15 minWhen 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 workflow
Drop it into whatever system you already use.
1
Add your seller link to your email signature or text template — once, and it's there forever.
2
When a new file opens, text or email the seller your link. They enter the address, confirm utilities, and can complete advanced module groups when needed.
3
The packet PDF attaches to your notification email automatically. If anything needs cleanup after submission, update the live sheet in the dashboard before you share the web link or PDF forward.
Works with your process
Paste your reusable link into email, text, Dotloop, Skyslope, Brokermint, or your TC checklist — no integrations, no new logins, no extra steps.
Related pages
These pages are useful if you are comparing plans or sharing UtilitySheet with an agent or team lead.