Prepare a cleaner transaction handoff for Unicorn TC

Give the coordinator a file they can pick up

A handoff needs enough context for the coordinator to see the current agreement and the work you expect them to handle. Start with the signed documents and the latest amendments. Name the current version so an old attachment doesn't become the starting point.

Ask your AI to list gaps before it turns the information into a submission. You can fix an unclear party name or a missing document at this stage. It's harder to spot once the same detail appears across a portal and an email thread.

Prepare the information in one place

Use the signed documents and your brokerage's process to verify dates. A handoff worksheet is an administrative aid. It doesn't establish a contractual deadline or change anyone's obligations.

• Property identification and the side of the transaction you represent.
• Your brokerage information and the parties' confirmed contact details.
• Signed documents with amendments and the versions you reviewed.
• Recorded dates with a source reference for each one.
• Known open items and the person responsible for resolving them.

Choose the right submission path

Unicorn TC provides human transaction coordination and an agent API. The agent documentation describes creating a transaction with separately enabled write access. Use the agent reference supplied in your portal, because admin operations and agent operations differ.

Check the current required fields before preparing the request. For documents, use the delivery method your coordinator agrees to. This guide doesn't assume the transaction API uploads attachments. A structured deal record and receipt of the signed documents need their own checks.

A prompt to adapt

Prepare a transaction handoff for my review.

Property and represented side: {{details}}
Approved source documents: {{documents and versions}}
Confirmed party details: {{details}}
Open questions: {{questions}}

Use the current Unicorn TC agent API documentation to identify the required submission fields. Draft the field values and a missing-items list. For each date, show its source and any uncertainty. Keep credentials out of the output.

Wait for my approval before submitting. After an authorized submission, return the resulting record identifier and the response status. Identify document delivery or coordinator acceptance that still needs confirmation.

Check the handoff after submission

If the request times out, check for an existing transaction before sending it again. A missing response doesn't establish that the first submission failed. Bring an uncertain result to the coordinator instead of creating another file.

1. Read back the created transaction and confirm the property and represented side.
2. Confirm that the coordinator received the current document set through the agreed channel.
3. Ask the coordinator to resolve any missing information and confirm file acceptance.
4. Keep the accepted record identifier with your working notes so later updates refer to the same file.

Confirm the service scope before starting

This directory lists $399 per single-side transaction using the rate supplied for this listing. Unicorn TC's public website lists Full Service Plus at $499 per file. Confirm which service and rate apply to your file before you submit it.

Unicorn TC's public service page focuses on Utah. If your file involves another market or unusual work, confirm coverage with the team. Keep negotiation decisions and approvals with the responsible agent and broker.