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Transaction Coordinator — a real day

Cineminn-original lesson · v1.0 · May 2026 Audience: Trainees who selected Transaction Coordinator as their primary track Time to read: 25–35 minutes Prerequisites: Session 1 + Session 2 completed What you'll know after this: What the TC role is, why it's the highest-paid coordinator role, what your day looks like, and the deadlines that define your week.


The role in one sentence

A Transaction Coordinator owns a deal from the moment the Purchase Agreement is fully executed to the moment the deed is recorded — every contingency date, every signature, every party in the deal, every dollar that moves. Your job is to get the deal across the finish line on time, every time.

If you remember nothing else: the TC's deliverable is a closed deal. Not a clean file. Not a happy seller. Not a satisfied agent. A closed deal. Everything else flows from that.


What a TC owns

PhaseTC owns
Day 0 (offer accepted)File opening, party introductions, deadline mapping
Days 1–10 (option / inspection period)Earnest money tracking, inspection coordination, response amendments
Days 10–25 (financing / appraisal)Loan progress tracking, appraisal coordination, title work, contingency releases
Days 25–30 (clear to close)CD review, final walkthrough, wire verification, closing logistics
Closing dayFunds confirmation, signature confirmation, recording confirmation
Post-closeFile archiving, post-close client touches, anniversary scheduling

You do not own: pre-listing prep (LC), social marketing (MC), file audits before contract (AC catches those before contract; you take over after). Your zone starts at the executed Purchase Agreement.


A real day — Tuesday, mid-spring market

You're supporting the team's 3 agents with 9 active pending deals at various stages.

8:00 AM CT — The Sweep

Open these systems:

  1. Transaction management system (dotloop / SkySlope) — every active deal, every contingency
  2. Slack — overnight messages
  3. Email — your TC inbox + the agent's if shared
  4. Calendar — today's deadlines
  5. The team's CRM — every deal stage

You're looking for: deadlines hitting in the next 7 days, lender updates, title issues, wire requests.

8:15 — Morning Brief

Morning. Pending deal status: - Anderson — closing Thursday. Final walkthrough scheduled tomorrow 4pm. Wire instructions VERIFIED by phone yesterday. ✅ - Patel — inspection contingency expires today 5pm. Buyers' agent has not submitted Inspection Response. Will chase by 10am. - Roberts — appraisal back yesterday. Came in $5K under contract. Buyers + agent strategizing. Will follow up at 11am for direction. - Williams — financing contingency expires Friday. Lender confirmed loan in underwriting. Watching closely. - Three other deals on track, no urgent items. - Today's priorities: Patel chase, Roberts strategy, Anderson final walk prep, two new file openings (Brown + Smith offers accepted yesterday).

8:30–10:00 — Block 1: Open the two new files

Two offers got accepted yesterday. Today you open the files.

For each new deal:

□ Pull the executed Purchase Agreement
□ Open a new file in dotloop / SkySlope / your TMS
□ Build the deadline calendar — every date from the contract:
  • Earnest money due (typically 1-3 business days)
  • Inspection contingency expires (typically 5-10 days)
  • Financing contingency expires (typically 21-30 days)
  • Appraisal contingency
  • HOA review period (if applicable)
  • Closing date
  • Final walk-through (typically 1-3 days before close)
□ Send "deal opening" email to all parties:
  • Buyer + buyer's agent
  • Seller + seller's agent (i.e., your team's listing agent)
  • Lender + loan officer
  • Title officer
  • Inspector (if scheduled)
  • Cc: your team's agent
□ Build the file's "needs list":
  • Earnest money receipt (waiting)
  • Disclosures signed (sellers + buyers acknowledge)
  • Lender's pre-approval letter on file
  • Title pre-search (orders today)
□ Set Slack/calendar alerts for every contingency date
□ Update CRM

Time per new file: 45–60 min the first few times. 30 min once you have a system.

10:00–10:30 — Block 2: Patel inspection chase

Patel inspection contingency expires today 5pm. Buyer's agent hasn't submitted the Inspection Response.

What this means: if 5pm passes without a response, the contingency is automatically released, and the buyer can no longer demand repairs. That's good for the seller and your team. But the buyer's agent could be late by accident, and we don't want a lawsuit.

Your move:

  1. Email buyer's agent: "Heads up — inspection contingency expires today 5pm. We have not received an Inspection Response. Are buyers proceeding without repairs, or is a response coming?"
  2. Cc your agent so they know
  3. Set a 4pm reminder to follow up if no response

This is an example of a TC's proactive deadline management — you're not waiting for things to break; you're flagging them before they break.

10:30–11:30 — Block 3: Roberts appraisal strategy

Appraisal came in $5K under contract. Three options for the buyers (this is what your agent will discuss with them):

  1. Bring extra cash to cover the gap
  2. Renegotiate with sellers (your team is the listing side — sellers may say no)
  3. Walk away (if they have an appraisal contingency)

Your job:

Time: 60 min. The appraisal-gap conversation is one of the highest-stakes moments of the deal. Your prep determines what options your agent can offer.

11:30–12:00 — Block 4: Williams financing watch

Financing contingency expires Friday. Lender said yesterday loan is in underwriting.

Today's check-in:

No-news days are also data. If the LO doesn't reply by tomorrow, that itself is a signal.

12:00–12:30 — LUNCH

12:30–2:30 — Block 5: Anderson closing prep

Anderson closes Thursday. Today's pre-closing tasks:

□ Confirm Closing Disclosure was delivered 3 business days before close ✅ (yesterday)
□ Buyers reviewed CD, signed acknowledgment ✅
□ Wire instructions verified by phone with title officer ✅ (yesterday)
□ Sellers' final closing statement reviewed and confirmed
□ Final walk-through scheduled (tomorrow 4pm)
□ Lockbox + sign retrieval scheduled for Friday
□ Closing meeting time confirmed with all parties (Thursday 10am at title company)
□ Sellers' net proceeds wire instructions captured
□ Sellers' moving timeline confirmed (out of property by Wednesday 5pm)
□ Buyers' utilities transfer scheduled (Wednesday)
□ HOA dues prorations confirmed
□ Property tax prorations confirmed
□ Closing gift coordinated with AC (handled — basket arriving Wednesday)
□ Post-close anniversary touches scheduled in CRM
□ Marketing notified for Just Sold post (handled — Sunday post)

Time: 90 min. Anderson is on track. You spent 90 min today so the actual closing on Thursday takes 0 surprises.

2:30–3:00 — Block 6: File audits for the remaining 6 deals

Quick scan through the 6 deals not in active crisis:

Time: 5–8 min per file × 6 = 30–45 min.

3:00–3:30 — End of Day

Update the team's deal tracker spreadsheet. Notes per deal:

DealStageDays to closeOutstandingNext action
AndersonCTC2NoneFinal walkthrough tomorrow 4pm
PatelInspection ends today28Inspection Response by 5pmAwaiting buyer's agent reply
RobertsAppraisal gap22Strategy decisionAgent + buyers conversation
WilliamsUnderwriting18Approval letterLO follow-up tomorrow
...............

EOD Slack to your agent. Sign off.


Weekly rhythm

DayTC focus
MondayWeek setup. New file openings from weekend offers. Deadline calendar review.
TuesdayMid-week status checks. Lender + title check-ins.
WednesdayFile audits for everyone. Closing prep for Friday closings.
ThursdayFinal walkthroughs. Day before Friday closings.
FridayClosing day execution. Post-close clean-up. New anniversaries scheduled.
SaturdayOff (most TCs). Some cover urgent items.
SundayOff.

The TC's master deadline list

These are the dates you live and die by. Every deal has them:

DeadlineTypical timingWhat happens if missed
Earnest money delivery1–3 days post-acceptanceSeller can cancel contract
Inspection contingency expires5–10 days post-acceptanceBuyer can no longer request repairs
Inspection Response (Amendment)Before contingency expiresBuyer waives objections by default
Financing contingency expires21–30 days post-acceptanceBuyer must close even if loan denied
Appraisal contingency expiresTied to appraisal report receiptBuyer must close at contract price
Title objection deadline5–10 days after title commitmentBuyer waives title objections
HOA review period7–10 days after HOA docs receiptBuyer waives HOA objections
Closing Disclosure delivered3 business days before closeClosing must be rescheduled (federal rule)
Final walkthrough1–3 days before closeBuyer's last chance to flag issues
Closing datePer contractContract may be in default

Knowing these timelines cold is non-negotiable. Print this list. Tape it to your monitor.


Tools you must master

  1. Transaction management system (dotloop / SkySlope / Brokermint) — your primary workspace
  2. DocuSign — chasing signatures
  3. The team's CRM
  4. A deadline calendar (Google Calendar, Notion, Asana — pick one and live in it)
  5. QuickBooks Online — basic AP, vendor invoices
  6. Email (heavy) — you're managing 12-character communication chains
  7. Slack — team comms
  8. Wire verification process (phone-based, never email-only)

What kills TC careers

  1. Missed contingency deadline. A buyer waives a right because you didn't track the deadline. The buyer is angry, the agent is angry, the brokerage is angry. Possibly a lawsuit.
  2. Closing slips. A deal that was supposed to close Friday closes Monday because you missed the CD timing. Sellers can't move. Buyers can't move. Refunds, repairs, embarrassment.
  3. Wire fraud. A buyer wires $50K to a scam account because you forwarded "updated wire instructions" without phone verification. Likely fired same day.
  4. No proactive flagging. A loan officer goes silent for a week and you don't notice. Now there's a 3-day rush before closing. Avoidable.
  5. Bad communication with all parties. The buyer's agent calls you three times because you don't return emails. Now they badmouth your team to other agents.

What makes a great TC


Pay range

TierHourly
Junior TC (0–6 mo)$9–11
Mid TC (6–18 mo)$11–14
Senior TC (18–36 mo)$14–17
Lead TC / Closing Manager (3+ yr)$17–22 or salaried

Plus performance bonuses ($25–100 per closed deal). TC is the highest-base-pay coordinator role.


Career path forward


Self-check before Session 3

  1. What does the TC own — and what doesn't the TC own?
  2. Name 6 of the master deadlines a TC tracks per deal.
  3. Walk through the wire fraud rule and why it matters.
  4. What's the appraisal-gap conversation, and what 3 options does the buyer have?
  5. Name 3 reasons TCs get fired.
  6. Name 3 habits of TCs who get promoted to Closing Manager.

Cineminn REVA Academy · Day in the Life — Transaction Coordinator · v1.0 · May 2026

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