Feature

TC task management and transaction checklists

Transaction checklists that populate automatically when you open a new file. Every task tied to the right contingency deadline — ready to work from the moment you confirm the contract extraction.

See demo

Key facts

Task checklist is auto-populated when you open a transaction from a PDF
Task due dates are tied to the contingency dates extracted from the contract
Full checklist is visible across all transactions in a single dashboard view
Create custom task templates that apply to every new transaction
Tasks can be assigned, checked off, and restored if reopened

Why transaction coordinator checklists matter

A transaction coordinator's job is to make sure nothing gets missed. Checklists are how you do that at scale — but building them manually for each new file, and then tracking them across 10+ active transactions, is its own full-time job.

Transaction Sidekick removes the setup. When you open a transaction from a PDF, the checklist is ready with tasks and due dates already set from the contract dates.

How the checklist works

Automatically populated at transaction open

When AI contract extraction completes, Transaction Sidekick creates a task checklist for the file automatically. Standard transaction tasks are included from the start, tied to the dates from your contract.

Due dates set from contingency deadlines

Tasks that depend on contingency dates — like "schedule inspection" or "confirm loan approval" — have their due dates set from the dates on the contract. No manual date entry. The checklist knows when things are due because the contract says so.

Customizable per transaction

Every transaction is different. You can add custom tasks, reorder the checklist, and remove tasks that don't apply. Changes to one transaction don't affect the template for the next one.

Included by default

Inspection scheduling
Lender follow-ups
Disclosure delivery
Walkthrough confirmation
Closing coordination
Post-close wrap-up

Custom task templates

If you run transactions with a consistent process — a playbook you follow on every file — you can encode that into a custom task template. Every new transaction gets your playbook applied automatically.

For TC businesses with a team, templates are how you standardize the process across every TC on staff. Everyone runs the same playbook, consistently.

Tracking tasks across your entire pipeline

The dashboard view shows open tasks across all your active transactions. Sorted by due date, so you always know what needs attention today — not which transaction to open to find it.

Combined with deadline tracking, you have a complete picture of what's coming up on every file in your pipeline.

Frequently asked questions

Does Transaction Sidekick have a transaction coordinator checklist?

Yes. Transaction Sidekick includes a transaction checklist that's automatically populated when you open a new transaction. Tasks are tied to the contingency dates extracted from your purchase agreement, so due dates are set from the start.

Can I customize the task checklist for each transaction?

Yes. You can add, reorder, and remove tasks from any transaction checklist. You can also create custom task templates that apply to every new transaction you open.

How are task due dates set?

Task due dates are set automatically based on the contingency dates extracted from your purchase agreement. Tasks tied to specific contingencies know when they're due because the contract says so.

Stop building checklists from scratch

See demo and open your first transaction with a checklist ready to go.

See demo