Transaction Tracker
Real estate transaction checklist — 50+ tasks set from your dates.
Enter the contract date and close date. The Tracker materializes inspection deadlines, appraisal windows, financing milestones, and the final walkthrough — built specifically for residential real estate.
No signup required. Mobile-friendly. Free to start.
- AcceptanceDay 0
- InspectionDay 10
- AppraisalDay 17
- Loan commitmentDay 25
- CloseDay 30
What a real estate transaction checklist is
A real estate transaction checklist is the set of tasks an agent must complete between contract acceptance and closing. Inspection deadlines, appraisal windows, financing contingencies, title work, the closing disclosure, the final walkthrough — most residential transactions involve 50 to 70 distinct tasks across a 30 to 60 day window.
The agent who misses a deadline usually doesn't know they missed it until the buyer's lender mentions it on a Friday afternoon. The Tracker exists so that doesn't happen.
What's on the Tracker
50+ tasks across five phases. Each task auto-scheduled from your contract and close dates. A sample of what's included:
Contract acceptance
Day 0–2- Fully executed contract distributed
- Earnest money deposited (per state timing)
- MLS status updated to pending
- Confirmation to all parties: title, lender, attorney
Inspection period
Day 3–14- Inspection scheduled and completed
- Inspection report reviewed with client
- Repair requests / concession negotiation
- Inspection-contingency response deadline
Financing
Day 5–25- Loan application submitted
- Appraisal ordered and completed
- Appraisal contingency response
- Loan commitment / clear-to-close
Title and closing prep
Day 10–28- Title commitment reviewed
- Survey ordered (where applicable)
- HOA estoppel / resale certificate ordered
- Closing disclosure delivered (3 days pre-close minimum)
Final walkthrough and close
Day 28–30- Final walkthrough completed
- Utilities transfer arranged
- Closing funds confirmed
- Keys and possession at close
Above is a representative sample. The live Tracker includes 50+ tasks; your active list adjusts to the specific transaction type.
The differentiator
Tasks scheduled from your contract dates
Most checklists are static — a generic list you scroll through and hope you remember to act on each item. The Tracker is the opposite. You enter two dates: contract acceptance and target close. The tool materializes every deadline relative to those dates.
Inspection contingency due 10 days after acceptance. Appraisal window 5–15 days. Loan commitment 21 days. Closing disclosure 3 business days pre-close. Final walkthrough day-before. The dates show up filled in; you check items off as the deal moves.
If a close date slips, the downstream deadlines shift with it. That's a different category of tool than a static checklist.
Who uses the Tracker
Listing agents
Track inspection responses, repair negotiations, the closing disclosure, and the final walkthrough across multiple active listings. Filter to listing-side tasks; ignore the rest.
Buyer's agents
Buyer-side workflow involves more contingency-period tracking — inspection, appraisal, financing. The Tracker surfaces what's next and when each contingency must be responded to.
Solo agents handling their own files
If you don't have a transaction coordinator, the Tracker is the closest thing. It won't call your title company for you, but it won't let you forget the deadline that triggers the call either.
How the DashLoops Tracker is different
- Real-estate-specific tasks. Not a generic project-management tool repurposed. The task list assumes contingencies, prorations, and the closing disclosure timeline.
- Anonymous use. Start a tracker without an account. Save it across devices when you create a free account — paid tiers raise the active-tracker limit.
- Past trackers stay accessible. Refer back to what you did on the Smith deal last spring. ProAgent adds an archive that doesn't count toward your active cap.
- Mobile-friendly. Check items off between showings, on a phone, in a car. Layouts work on iPhone and Android.
- Brokerage-agnostic. Your trackers belong to your DashLoops account, not your brokerage. Switch firms; keep your data.
Common questions about transaction tracking
- What is a real estate transaction checklist?
- A real estate transaction checklist is the set of tasks an agent must complete between contract acceptance and closing. It typically includes deadlines for inspection, appraisal, financing contingencies, title work, the closing disclosure, and the final walkthrough. Most residential transactions involve 50–70 distinct tasks across a 30–60 day window.
- How long does a real estate transaction usually take?
- From contract acceptance to close, most U.S. residential transactions run 30–45 days. Cash deals can close in 7–14 days; FHA and VA financing typically run 35–45 days. The Tracker scales the task schedule to whatever close date you enter.
- What's on a contract-to-close checklist for a listing agent?
- Listing-side tasks include MLS status updates, coordinating inspection access, reviewing repair requests, ordering HOA documents, scheduling the final walkthrough, and tracking the closing disclosure delivery. The Tracker materializes the listing-side task list automatically.
- Why use a tracker instead of a spreadsheet?
- A spreadsheet doesn't know that an inspection contingency response is due 10 days after acceptance, or that the closing disclosure must be delivered three business days before closing. The Tracker materializes those deadlines from the contract and close dates so you stop trying to remember them.
- Is DashLoops's Tracker free?
- Yes. Anonymous use creates one active tracker; a free account stores two. Paid tiers raise the limit, add print-to-PDF and share-by-link, and (on ProAgent) preserve past trackers in an archive that doesn't count toward your active cap.
Start a tracker for your next deal
Enter the contract date, enter the close date, see the deadlines fill in. Two minutes.