Transaction coordinators live in the details: inspection windows, document chase, funding dates. This Transaction Coordinator Dashboard template tracks every task, file, and party per deal so nothing slips between contract and keys.
What Is a Transaction Coordinator Dashboard?
A Transaction Coordinator Dashboard is a deal command center for real estate closings. Built on Projects and Memory, it organizes milestones, contingencies, and stakeholder assignments across active transactions.
Why Use This Template?
- Per-deal boards: Stage, address, close date, and owner on every file
- Checklist tasks: Inspection, appraisal, title, and funding steps by role
- Document tracker: Requested, received, and approved files in one list
- Deadline alerts: Automations warn teams before dates pass
- Client-ready views: Share progress through closing portal templates
Who Is This Template For?
- Transaction coordinators running multiple closings
- Real estate teams standardizing TC workflows
- Brokerages onboarding new coordinators
- Agents who self-manage deals and want structure
How To Use This Template?
- Clone the Client Connect dashboard app with Use Template
- Add active transactions with parties and key dates
- Assign checklist tasks to agents, TCs, and clients
- Turn on automations for contingency reminders
- Connect to realtor pipeline tools upstream
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