The Transaction Coordinator Checklist
Every deal that falls apart after going under contract falls apart on a date. A missed earnest-money deposit, an expired inspection window, a financing contingency that lapsed while everyone assumed someone else was watching. This is the checklist a good transaction coordinator runs on every file — the full contract-to-close timeline, in the order the deadlines actually hit.
Exact dates come from the purchase agreement; the windows below are common defaults. Always read the specific contract.
The deadline timeline
The document checklist
Alongside the dates, the file itself has to be complete for compliance. The usual set:
- Executed purchase agreement and all addenda
- Earnest money receipt
- Seller and property disclosures, acknowledged
- Inspection reports and any repair agreements
- Appraisal and loan/financing documentation
- Title commitment and clearance of conditions
- Final walkthrough confirmation
- Closing/settlement statement
Why this is the part AI took first
Every deadline above is written into the contract as a number of days from acceptance. Reading those out by hand, transcribing them onto a calendar, and remembering to send reminders is the most error-prone, least creative part of the whole job — which is why it's the first part software replaced. Forward the executed contract to DealTC and the entire timeline above builds itself, with a reminder before each date. For where a human TC still earns their fee, see do you need a transaction coordinator?
Let the timeline build itself
Forward the contract — every deadline on this checklist, pulled and tracked automatically.
Try DealTC free →Frequently asked questions
What deadlines does a transaction coordinator track?
The core deadlines are earnest money delivery, inspection/due-diligence, appraisal, loan or financing approval, title and disclosure review, the final walkthrough, and close of escrow. Each is set by the contract and counted in days from acceptance.
What is the most commonly missed transaction deadline?
Earnest money delivery and the inspection contingency are the two most commonly missed, because they hit early and fast — often within days of acceptance, before the file feels urgent.
How are transaction deadlines calculated?
Most are counted as a number of days from the contract's effective or acceptance date, as defined in the purchase agreement. Whether weekends and holidays count depends on the contract and state, which is why reading the specific document matters.