Description
Transaction Coordinator HQ is a Notion workspace for independent transaction coordinators who handle files for several agents, and for agents who run their own contract-to-close. Track every transaction's contract dates, documents, tasks, calls and TC fees in one place, and open the dashboard to see what needs you this week.
What’s inside
- Dashboard with three live charts (files by status, fees by status, closings by month) and five working sections: This week, Active files, Closing calendar, Documents outstanding, Fees & agents
- 8 connected databases: Transactions, Deadlines & Milestones, Documents, Contacts, Agents, Tasks, Communication Log, TC Fees
- Transaction record pages with status, closing date, days to close and agent pinned at the top, plus the file's deadlines, documents, tasks and call log right below
- Agent pages with every file and fee for that agent
- Days to close and Closing status (Overdue, This week, On track, Closed) on every file
- Milestones % shows how many contract deadlines are done
- Days left and Overdue flags on every deadline and task
- Docs outstanding count on each file, and a board of paperwork still in progress
- Gross commission from price and commission %
- Start Here guide with a 5-step setup, daily, weekly and monthly routine, and FAQ
- Fictional sample data so you can see how it works before you add your own
What you get
- Instant download: a PDF with your template link (duplicate it into your Notion workspace in one click)
- Step-by-step Setup Guide inside the template (Start Here page) and as a PDF
Requirements
- A Notion account (the free plan works)
- Desktop, tablet or phone
This is an organising tool, not legal or real estate advice. Follow your contract, local forms and brokerage rules for every deadline.
Digital download: no physical item is shipped. Notion is a trademark of Notion Labs, Inc.; this is an independent template. Sample data is fictional.
New to Notion? Start free here (affiliate link: we may earn a commission at no extra cost to you).
