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Transaction Coordinator Daily Task Checklist
A repeatable daily routine for coordinating every file
A daily routine for transaction coordinators so deadlines, follow-ups and document reviews happen every day, not only when something goes wrong.
Best for: Transaction coordinators who want a consistent daily routine.
4-page PDF · 32 checklist items · key dates and notes sections
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What's inside
1. Start of Day · 5 items
- Review today's deadlines across all files
- Review deadlines coming up in the next 3 to 5 days
- + 3 more in the PDF
2. Deadline & Contingency Check · 6 items
- Confirm earnest money receipts for new contracts
- Check inspection and due diligence periods ending soon
- + 4 more in the PDF
3. Document Review · 4 items
- File new documents in the correct transaction folder
- Check new documents for missing signatures, initials and dates
- + 2 more in the PDF
4. Follow-Ups · 5 items
- Follow up with lenders on conditions and clear-to-close status
- Follow up with closing attorneys / title on title and payoff status
- + 3 more in the PDF
5. Communication Log · 3 items
- Record important calls and decisions in each file's notes
- Send status updates to agents where something changed
- + 1 more in the PDF
6. End of Day · 5 items
- Mark completed tasks done
- Move unfinished tasks to tomorrow with a note
- + 3 more in the PDF
7. Weekly · 4 items
- Send weekly updates on every active file
- Review files with no activity for several days
- + 2 more in the PDF
Key dates you'll record
Date · Active files · Closings this week · Deadlines in next 3 days
General guidance for U.S. real estate professionals; not legal advice. Your contract, state law and brokerage policies control.
Prefer to read first? Free guide: transaction coordinator duties
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