4 min read
Use the Transaction Coordinator kanban
Track every pending deal across the inspection / appraisal / closing pipeline. Date-based reminders prevent dropped balls.
Once an offer is accepted, the deal moves into the Transaction Coordinator — a kanban-style board organized by stage: Under contract → Inspection → Appraisal → Loan commitment → Clear-to-close → Closed. Each card has the dates that matter, the documents collected, and the next task with its responsible party.
Step by step
Open Transactions → Coordinator from the sidebar.
Each card shows the property, parties, closing date, and a colored badge for the next critical milestone (with days remaining).
Drag cards between columns as the deal moves through stages. Date-based reminders auto-fire at standard intervals (inspection scheduled 2 days before deadline, appraisal followup at day 5, etc.).
Click any card for the full deal view: timeline, documents, communications, and the responsible party for each pending task.
Add a transaction coordinator team member (if you have one) and reassign tasks via the per-task assignee dropdown — they get notified in their own inbox.
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