Free TC templates
Downloadable PDFs you can use immediately, plus structure examples you can adapt for your own workflow.
Downloads
Download a template and adapt the structure for your own workflow.
TC Task List Sheet (example)
A real transaction task list built for the Poconos region—use it as a reference or starting point for your own workflow.
TC Cover Sheet / Quick Reference
A clean cover-sheet style summary you can drop into a file—designed to be useful for most TC workflows.
TC Lead Intake Checklist
A clean, printable lead intake checklist PDF—so you qualify faster and start every file clean.
If you eventually want these auto-populated from intake data, optional automation setup is available on the TC page.
Tools you can use
A couple TC workflow tools I’ve built—use them as-is, or as inspiration for something tailored to your process.
UtilitySheet
A guided seller form that generates a clean, shareable utility info sheet. Free plan includes 3 submissions/month; Pro is $9/month.
NormaTC
Early-access TC “Closing Desk” software built around Outlook/Microsoft 365 workflows, dependencies, and deadline signal—join the waitlist.