Transaction Coordinator Task List (example)
This is a real task list built for the Poconos region (where my mom has been a TC since 2013). Use it as a reference, then adapt it to your state/brokerage rules.
You can use this as-is, adapt the structure, or later turn it into an automated intake output.
What you’re getting
- A real TC task list sheet (example) you can adapt
- A structure you can copy into your own checklist/process doc
- A preview of what “intake → PDF output” can look like
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What this transaction coordinator task list covers
Based on a real Poconos workflow — organized by phase so every deadline and handoff has a clear place in the process.
Contract execution phase
Tasks to complete immediately after contract is signed — document collection, deadline entry, and party notifications.
Inspection and contingency period
Scheduling inspections, tracking repair requests, addendum management, and contingency deadline follow-ups.
Financing and appraisal coordination
Lender communication, appraisal scheduling, clear-to-close follow-up, and financing contingency removal.
Title and escrow coordination
Title search tracking, preliminary HUD/closing disclosure review, wire instructions confirmation, and closing date coordination.
Closing preparation
Final walkthrough coordination, document delivery, closing confirmation with all parties, and last-minute change tracking.
Post-closing
Commission disbursement follow-up, compliance checklist submission, file archiving, and agent feedback.
This is a Poconos-specific example — rules, timelines, and requirements vary by state and brokerage. Use it as a reference to build your own, or as a starting point to standardize your workflow across files.
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