Transaction Coordinator Starter Checklist

Your go-to guide for managing a transaction from contract to close


This checklist was created to give new and growing TCs a clear, organized foundation to track every key step in the transaction process. Whether you're working independently or on a team, this tool will help you stay on top of timelines, communication, and compliance — so nothing slips through the cracks.

Freebie Drop + CTA: TC Checklist Template

Looking for a starting point for your file checklist?

I just dropped a FREE version of our TC Starter Checklist — built from real file workflows and years of transaction experience.

🎁 Grab yours here!

We won't send spam. Unsubscribe at any time.