Transaction Checklist Software That Keeps Every Closing Organized
Instead of copying a generic template for every deal, TransactTHAT creates a buyer- or seller-side starter checklist from your contract dates — and lets you edit it to match how you work.
Looking for the full step-by-step checklist?
Our free guide walks through every phase from accepted offer to closing day — earnest money, due diligence, financing and appraisal, the final two weeks and post-closing follow-up — for both buyer and seller sides. This page explains how TransactTHAT turns that kind of checklist into tasks you can track.
A checklist from your contract, not a generic template
TransactTHAT builds a transaction checklist from the dates you enter or approve from the AI Contract Reader — nothing is added without your review.
Printed checklists list every possible step whether it applies or not. TransactTHAT adds starter tasks only for the dates you actually entered, so a deal without an appraisal date does not get appraisal tasks with made-up deadlines.
You can turn the automatic checklist off for a transaction, and every task can be edited, rescheduled or deleted.
Examples of transaction tasks agents often track
These are general examples of work an agent may track, not a list of tasks TransactTHAT creates automatically. The starter checklist TransactTHAT generates depends on your side of the deal and the transaction's dates, and you can add any of these as your own tasks.
- Confirming earnest money delivery
- Reviewing the due diligence deadline
- Confirming the inspection is scheduled
- Following up with the lender on financing and appraisal
- Scheduling the final walkthrough
- Confirming closing time and location with the closing attorney or title company
Working the checklist across every deal
Today view
Tasks due today from every active transaction in a single list.
Progress to closing
Completing checklist tasks moves each transaction's progress toward closed.
Documents and contacts
Upload documents and keep the people involved attached to the same transaction.
Notes
Log timestamped notes on the deal so the history is in one place.
Related TransactTHAT guides
- AI contract reader
- Talk to Task voice tasks
- Transaction coordinator software
- Real estate transaction management
- Realtor transaction management
- Contract to close software
- Real estate deadline tracking
- Real estate client reminder software
- Real estate task management
- Transaction coordinator app
- TransactTHAT plans and pricing
Frequently asked questions
- What is real estate transaction management software?
- Real estate transaction management software is an organized home for every deal you have under contract. It keeps the property details, contract dates, tasks, documents, contacts and notes for each transaction together and shows what needs attention next, so agents are not piecing a file together from email, texts and spreadsheets.
- What does transaction management software track?
- TransactTHAT tracks the property and transaction details, whether you represent the buyer or seller, the client's contact information, the contract dates you enter or approve, tasks and their due dates, uploaded transaction documents, everyone involved in the deal (lender, closing attorney or title company, cooperating agent), your notes, transaction status, and closing progress. Dates come from what you enter or approve — the AI Contract Reader suggests details from your documents, but nothing is applied without your review.
- Can Realtors manage transactions without hiring a transaction coordinator?
- Many Realtors do. What makes it manageable is a system: every contract date written down in one place, a checklist per deal, and a daily list of what is due. TransactTHAT gives an individual agent that system so they can coordinate their own files. You remain responsible for the contract itself and for confirming dates with the parties involved.