Transaction Coordinator Box

What’s included

Everything in the file set.

• ✓
  Transaction Pipeline Tracker

  Every file in one list with stage dropdowns, automatic close probability and weighted forecast, and a summary of active files, weighted pipeline, and closed volume.
• ✓
  Deadline & Contingency Tracker

  Inspection, appraisal, financing, and title dates measured against today in days-left columns. Overdue dates turn red, the next three days turn amber, and an alerts block counts what needs attention.
• ✓
  Commission Tracker

  Sale price pulls from the pipeline automatically. Set commission, split, and fee defaults once — gross, brokerage share, fees, and net are all formulas, with a monthly rollup of closed deals.
• ✓
  Client & Contact CRM

  One row per person — buyers, sellers, co-op agents, lenders, title officers, inspectors — with the file each contact is tied to, preferred contact method, and follow-up notes.
• ✓
  Document Checklist

  A nine-document checklist on every file. Check a box and the file’s completion percent updates; files with open items past contingency turn amber or red.
• ✓
  Quick-start guide (PDF)

  The 15-minute setup, step by step, with realistic fictional sample data already loaded.

Who it’s for

Built for a specific desk.

• ✓Transaction coordinators managing multiple files at once
• ✓Solo agents who coordinate their own transactions
• ✓TCs who want contingency dates watched automatically, not from memory

Questions

Asked before you asked.

Still unsure? Write to [email protected] — we answer setup questions about every product.