Coordinator Mode — Delegated Access
View:
Coordinator view — filling hub on behalf of client
Preparing on behalf of Sarah Chen
· you are acting as coordinator
Exit coordinator view
Sales Hub
Relinquished Property Sale · §1031 · Coordinator entry mode
Awaiting client
Sale Details
Signature
Review
Sale Details — coordinator-entered
Property address 456 Sunset Blvd, Los Angeles, CA
Sale price $850,000
Close date May 28, 2026
Entered by coordinator · confirmed by client pending
Exchange Agreement
Exchange Agreement
§1031 exchange agreement — client must sign this
Client signs this
Your client signs this — request confirmation to send
Sarah will receive a notification to review and sign
Client view — pending confirmations dashboard card
Action Required
2 steps awaiting your confirmation
2
Sales Hub — Exchange Agreement
456 Sunset Blvd · EX-2026-0084
Priya Anand Jun 3, 2026
EAT / Parking Hub — QEAA
2847 Lakeview Drive · EX-2026-0091
Priya Anand Jun 5, 2026
Client view — inside hub with confirmation strip
Sales Hub
Prepared by Priya Anand · pending your confirmation
Sales Hub — awaiting your confirmation
Your coordinator has prepared this step. Review and confirm or request changes.
Coordinator-entered sale details
Property 456 Sunset Blvd, Los Angeles
Sale price $850,000