Part of the Real Estate industry →
Transaction Coordinator Operating System
Every file, every deadline, every dollar. One workbook keeps transactions on course.
Digital download: a ZIP with the workbook and guide. Buy direct and the download link arrives by email right after checkout. Also available on Etsy if you prefer to shop there.
See it in action
Where this fits
Level 2 of 3: Run the operation
Connected operating systems for the work that repeats every week: estimating, pipeline, bookings, deadlines, follow-up. Tabs share data and formulas carry the numbers from estimate to invoice to dashboard. Enter it once and stop retyping the same figures into five different sheets.
Shown for the Real Estate stack. The levels are the same in every industry.
Run the operation
$49 to $119
What comes next: You are at Level 2 (Run the operation). Next is Level 3 (Put AI to work): Transaction Agent Setup Kit: $149
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- Transaction Pipeline TrackerEvery 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 TrackerInspection, 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 TrackerSale 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 CRMOne row per person: buyers, sellers, co-op agents, lenders, title officers, inspectors. Each row holds the file the contact is tied to, preferred contact method, and follow-up notes.
- Document ChecklistA 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.
The make-it-right promise. If a file does not open, a formula does not calculate, or a pack is not what this page describes, write to us within 14 days of purchase. We fix it, replace it, or refund it.
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
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions, no special software | |
| Sample data is fictional. Overwrite it with your own |
A note from Procedura. This is an organizational tracker, not legal advice. It does not provide contracts, legal forms, or compliance guidance. Requirements vary by state and brokerage; check your broker’s policies.
Questions
Asked before you asked.
Still unsure? Write to [email protected]. We answer setup questions about every product.
Elsewhere in the stack. Put deadlines on autopilot: the Transaction Agent Setup Kit ($149) watches dates, chases documents, and writes your Monday digest.
No. It is a digital download: a ZIP with the Excel workbook and a PDF quick-start guide. Nothing will be mailed.
Under the make-it-right promise: if something does not work as this page describes, write to us within 14 days and we will fix it, replace it, or refund it.
Both. Open the .xlsx directly in Excel, or use File > Import in Google Sheets. Dropdowns, formulas, and conditional formatting carry over.
Yes. It is your file: edit the stage list and close probabilities, rename documents, adjust deadline-alert thresholds, and change commission defaults to match your brokerage.
No. This tracks dates, documents, and income. It does not provide contracts, legal forms, legal advice, or compliance guidance.
If you can type into a cell and pick from a dropdown, you can run this. The guide walks the 15-minute setup step by step.
The launch notes
Occasional, plain-spoken email.
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