Introduction

A transaction coordinator (TC) manages the critical details that close real estate deals. From the moment a contract hits your desk to the final recording, you’re orchestrating communication, tracking deadlines, and ensuring compliance at every step.

Without a solid checklist, even experienced TCs miss deadlines, lose documents, or fail to catch critical issues before they become costly problems. This comprehensive transaction coordinator checklist covers the entire contract-to-close workflow—from Phase 1 (Contract Received) through Phase 5 (Post-Close)—plus state-specific compliance, common pitfalls, and how automation can save you hours every week.

Whether you’re new to TC work or managing a team of coordinators, this checklist is designed to be your operational standard and a foundation for process improvement.