Contract to close is a checklist problem spread across six inboxes. This prompt puts every milestone, document, and responsible party on one coordinator dashboard your team runs daily.
Answer first
Each transaction is a board card with dated milestones, a document checklist, and owner on every task. Overdue contingencies surface before they become emergency calls. Weekly status drafts write themselves from live data.
Use Taskade Genesis with the prompt below or start from the Transaction Coordinator CRM generator and sales pipeline templates.
What this prompt builds
- Deal board from under contract through clear to close
- Milestone calendar with contingency deadlines visible
- Document checklist per side: buyer, seller, lender, title
- Party task lists assigned to agent, coordinator, and vendor contacts
- Status agent that drafts client-safe weekly updates
This workflow deliberately avoids IDX or MLS feeds. You enter deals you already have under contract. Pair with realtor lead follow-up for the front of the funnel.
Who it is for
- Transaction coordinators managing multiple files at once
- Brokerages standardizing close process across agents
- Teams replacing spreadsheet trackers and forwarded PDF chains
How to use it
- Paste the prompt into Taskade Genesis
- Import active files or add your first under-contract deal
- Set contingency templates for your market
- Invite agents read-only on their deals, coordinators on everything
- Explore real estate CRM generators for related tools
Frequently Asked Questions
Does this pull listings from the MLS?
No. This dashboard tracks transactions you already have under contract. No IDX or MLS integration is required.
Can agents see only their deals?
Yes. Scope each agent to their transactions while coordinators see the full board.
Can clients get updates?
Yes. Post approved status summaries or pair with a client portal for signed-in buyers and sellers.