Where deals slip
- Deadlines are tracked in too many places
- Document requests are chased inconsistently
- Lender/title/inspection follow-ups are reactive
Transaction Coordinator Deal Desk is a connected blueprint system for your own Notion + Sheets setup. It gives you one practical operating rhythm across tasks, dates, contacts, documents, and follow-ups.
Free checklists are useful, but they break down when you’re juggling multiple active files. This system is built to help you track what matters this week, chase blockers, and keep communication moving without constant rewrite fatigue.
What’s included
Clear setup order, first 60-minute implementation path, and minimum-viable v1 guidance.
Five database architecture (Deals, Tasks, Contacts, Documents, Comms Log), required properties, saved views, and one worked example deal.
One-row-per-deal structure, conditional formatting formulas, and weekly filter workflow for risk scanning.
32 templates covering under contract, inspection, appraisal, lender/title, missing docs, delays, clear-to-close, and closing day updates.
Monday/Midweek/Friday cadence with explicit Low/Medium/High risk scoring and blocker control checklists.
New deal intake email, role-based document request checklist, and one-screen agent status handoff format.
Feature deep-dive
Focuses daily execution on due tasks, follow-ups, and closing-week dependencies.
Surfaces the deals most likely to break timeline using explicit scoring criteria.
Friendly → firm follow-up templates reduce back-and-forth and protect financing timelines.
Explicitly delivered as build-ready specs and templates in your own tools (not hosted software).
Social proof
Pricing
Transaction Coordinator Deal Desk
$49
One-time purchase. Includes complete blueprint files, templates, runbook, and bonus assets.
FAQ
No. This is a build-ready blueprint system with field maps, formulas, and templates.
Transaction coordinators handling 5–30 active deals and agents who self-manage 1–10 deals.
Most users can implement the core setup in about 60 minutes, then onboard each new deal in ~20 minutes.
Under contract, inspection, appraisal, lender/title follow-ups, missing docs, delays, clear-to-close, and closing day.
It connects operations + deadline radar + communication into one working cadence instead of disconnected files.
Yes. The role-based checklist and handoff format support lightweight team coordination.
Use one connected workflow for date risk, follow-up ownership, and client communication from contract to close.