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Customer story

How ListedKit empowered an in-house TC to launch her own company.

Item: ListedKit AI
Rating: 5
Author: Lynn Tauchen

Lynn Tauchen managed her team's transactions on a mile-wide spreadsheet and a stack of highlighted contracts. Ten files at a time was the ceiling. Now she is going full time and building a transaction management company of her own.

CustomerLynn Tauchen, Transaction Manager

CompanyProximity Realty

BrokerageeXp Realty

Licensed since2022

A career built on real estate

Lynn Tauchen has spent almost her entire career in real estate. She has done property management. She has done legal work, including some time on the closing side at an attorney's office. She has even done telecommunications ground leases.

Then in 2022, she decided to get out of the 9 to 5 grind and build something with more flexibility. She got her real estate license, started doing sales, and joined the team at Proximity Realty.

It didn't take long for her to find her actual role there. “I'm naturally the data gatherer and organizer, the one that puts the parts together, because it's my nature to organize things.” So she raised her hand for the transactions. “I love this stuff. I love being in the MLS. I love being in databases.”

Before ListedKit

A mile-wide spreadsheet and a stack of folders.

The system Lynn inherited was the one her team owner had always used: a spreadsheet. “It's this long spreadsheet of dates, addresses, contacts, and it was like a mile wide.” She is quick to point out this wasn't a spreadsheet problem in general. “I'm a spreadsheet person too, but not for this. Does not work.”

She also had a second system, where she would print out every contract, highlight the key terms, and keep sticky notes with the key dates and deadlines.

Everything was manual and “it took forever.” Even with a small team, ten transactions at a time was not scalable with the system she was using. So she started researching an alternative.

“I've tried it all. I've literally tried it all.”
Lynn TauchenTransaction Manager

The moment it clicked

Upload the contract. There's everything.

Last year, she thought “there's got to be something better out here. And I stumbled on ListedKit and that was it.” Lynn's first upload ended the search. “Just being able to upload my contract. Boom. There's everything. That was when it was just game over. Like, you're kidding me. You just read my contract and gave me all of my critical dates and contacts and financing.”

Intake is only where it starts. Lynn also begins her day with the morning email, where Ava shows her what is due, overdue, and upcoming. With the integrations to Google and Outlook, Ava also drafts her emails.

And when someone asks a question, she just texts Ava. Before ListedKit she would have to find the folder for that property, get the folder out, and flip through the contracts and documents to find the answer.

What changed

From paper and highlighters to one upload.

Before ListedKitWith Ava

A "mile wide" spreadsheet of dates, addresses, and contacts

Upload the contract and Ava returns critical dates, contacts, and financing

Every contract printed, key terms highlighted, deadlines on sticky notes

Dates and deadlines tracked in one place, no paper and no sticky notes

Manual intake that "took forever" on every file

A morning email showing what is due, overdue, and upcoming

Digging out a property folder to answer a single question

Texting Ava for the answer from wherever she is

Ten transactions at a time was the ceiling

Going full time and building a transaction management company

“Because without Ava, it wouldn't have been possible. I mean, truly. But now I feel like the sky's the limit. Like I want to see how many transactions I can do in a month. And how many agents I can help.”
Lynn Tauchen
Transaction Manager · Proximity Realty
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The Results

Going full time

Preparing to do transaction management full time and building her own company around it

One upload

Critical dates, contacts, and financing pulled straight from the contract

No sticky notes

Printed contracts and highlighted deadlines retired for good

The real difference isn't just the hours she has saved, it's what she is now able to do. A year ago, this wasn't a career she thought could support her family. “I didn't think it was something I could make a living on. I didn't see my capacity to do enough transactions to put my daughter through college.”

Today she is preparing to do transaction management full time, and she is building her own company around it.

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Questions

Can a transaction coordinator start their own business using AI?

Lynn Tauchen is doing exactly that. She managed transactions for her team at Proximity Realty using a spreadsheet, printed contracts, and sticky notes, and ten files at a time was her ceiling. After adopting ListedKit, the manual intake work that "took forever" collapsed into a single contract upload, and she is now preparing to do transaction management full time and building her own company around it. In her words, "without Ava, it wouldn't have been possible."

What does ListedKit pull out of a purchase contract?

Ava reads the contract on upload and extracts the critical dates, the contacts, and the financing terms, then builds the task list from them. Lynn describes her first upload as the moment the search ended: "Just being able to upload my contract. Boom. There's everything. That was when it was just game over."

How do you replace spreadsheets and sticky notes for transaction management?

Lynn inherited a spreadsheet of dates, addresses, and contacts that ran "a mile wide," plus a parallel paper system of printed contracts with highlighted terms and sticky-note deadlines. She is quick to say the problem was not spreadsheets in general: "I'm a spreadsheet person too, but not for this. Does not work." ListedKit replaces both by reading the contract itself, so the dates live in the system instead of being copied by hand into a grid or onto paper.

Can you manage real estate transactions from your phone?

Yes. When someone asks Lynn a question about a deal, she texts Ava and gets the answer back. Before ListedKit she had to "find that folder for that property, get the folder out, flip through my contracts or all the documents and find it." As she puts it, "I couldn't have done that from the mall."

Does ListedKit work with Gmail and Outlook?

Yes. With the Google and Outlook integrations connected, Ava works from the email already flowing through the transaction, matching messages to the right deal and drafting replies for the coordinator to review and send. Lynn starts her day with the morning email from Ava showing what is due, overdue, and upcoming.

How much does ListedKit cost?

ListedKit offers transparent, usage-based pricing up to $14.99 per intake, with bulk discounts that bring the cost down. Your first intake is completely free so you can experience how our AI reads your contracts and listing agreements and helps you manage them through closing. Learn more on our pricing page.

See what Ava does with your first contract.

Ava reads your contract, pulls your critical dates, contacts, and financing terms, builds your task list, drafts your emails, and answers your questions by text from wherever you are.

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