What Can You Do With This Automation?
The Transaction Coordinator Checklist keeps deals from falling through:
Milestone tracking: Map every step from accepted offer to closing day.
Deadline reminders: Nudge the right person before inspection, appraisal, and financing dates.
Document status: See what is signed, pending, or missing at a glance.
Client updates: Send buyers and sellers automatic progress notes.
Use Cases For Transaction Coordinator Checklist
Run multiple closings in parallel without dropping a task.
Keep lenders and title companies in sync on key dates.
Give clients a transparent status link they can check anytime.
Standardize your closing process across the whole team.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" for an accepted offer.
Click "➕Add Action" to create tasks and schedule reminders.
Enable the toggle in the top-right corner to activate the automation.