Image 1 of 8
Image 2 of 8
Image 3 of 8
Image 4 of 8
Image 5 of 8
Image 6 of 8
Image 7 of 8
Image 8 of 8
🔑 What It Is:
A streamlined, done-for-you Notion system designed by a Transaction Coordinator who has managed 20+ agents and 25–40 files/month for years. Tested and refined in real life, this template keeps everything in one place so you never lose track of a date or detail.
👩💻 Who It’s For:
✓ New or growing TC's who want a professional, ready-to-go setup
✓ Real estate assistants or admins juggling multiple files
✓ Teams or brokerages who want a consistent system
(For agents: check out my Agent Success Suite for an included CRM, content hub, and wealth dashboard ✅)
✅ Why It’s Complete - This template comes with everything you need to hit the ground running:
📊 Transaction Dashboard – big-picture view of deals, deadlines & statuses
🗂 Task Manager with Smart Dates – checklists that auto-adjust to your key contract dates
✉️ Auto Email Drafts – prewritten messages that pull in transaction details for quick copy & paste
📆 Auto-populating deadlines: Acceptance, COE, BINSR, and Listing Expirations update automatically when you set key dates
📑 Buyer, Seller & Pre-Listing Templates – prebuilt files + templates with tasks ready to go
✅ Expanded dashboard insights: Track expiring listings, closings, home warranty orders, and even the days you get paid 💰
🎨 MULTIPLE views (lists, kanbans, calendars, etc.) to stay organized your way
🎥 25-min Walkthrough Video + FAQ + Sample Transactions – step-by-step guidance so you feel confident from day one
✏️ Instructions for customization: Step-by-step notes to easily tailor tasks, dates, and fields to match your workflow
🔄 Timeless access – your template link never expires. Anytime updates are released, you can return to the same link to grab the newest version.
🚀 The Result – A ready-to-use transaction management system that gives you clarity, saves you time, and makes you look professional — all with zero overwhelm.
I built it, so you don't have to!
--------------------------------------------------
💡 Which version is right for you?
If you are a transaction coordinator, real estate assistant, or admin at a brokerage → This Transaction Manager is built for you. ✅
🏡 If you are a real estate agent, salesperson, or broker and want a full CRM, wealth dashboard, content hub, and transaction tools in one → Check out my Real Estate Agent Success Suite Notion Template - https://www.etsy.com/listing/4351225321/notion-real-estate-agent-success-suite
BONUS: Watch the full walkthrough BEFORE you buy – see last slide to scan the QR code
📦 Delivery:
Digital product (Notion template link) — no physical item will be shipped.