Transaction Tracker
Real estate transaction checklist — every deadline set from your dates.
Enter the contract date and close date. The Tracker fills in inspection deadlines, appraisal windows, financing milestones, and the final walkthrough — tailored to your deal: residential, new construction, land, or commercial, on either side of the transaction. Then see every deal together on the Deal Calendar.
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
Up to 60 checklist items per deal across five phases, with every deadline pre-set from your contract and close dates. A sample of what's included on a residential deal:
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. Your active list adjusts to the property type and transaction side — up to 60 items on a residential deal, leaner lists for land and commercial.
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.
New: Deal Calendar
Every deal's dates on one calendar
One tracker keeps one deal on schedule. The Deal Calendar is for the weeks when you're carrying three: every inspection, deadline, and closing across all your transactions, laid out in a month, week, or day-by-day planner view. Each deal gets its own color, so you catch the collision before it happens — the closing on one file scheduled on top of the inspection for another.
- Work from the calendar. Check tasks off right on the calendar; it's the same data as the tracker, in a second view. Change a close date and every downstream deadline redraws.
- Nothing slips through. Deals missing an anchor date or an inspection appointment get flagged for scheduling, fillable right from the calendar.
- Take it with you. Add any event to Google Calendar, or download a deal's dates for Apple and Outlook calendars — with a built-in day-before reminder.
The Deal Calendar comes with every free account and shows all your saved deals. Printing the calendar is part of the paid tiers.
New: AI Prompts
Ready-made prompts for the AI you already use
Your AI can draft a great client update — once you've typed in the whole deal. The Tracker skips that part. Click ✨ AI Prompts on any deal, pick a prompt (a client status email, a handoff brief for your TC, a second-opinion deal review, and more), and the Tracker assembles it with the deal's live details baked in: key dates, schedule, and the checklist with anything overdue flagged. Copy it, paste it into ChatGPT, Gemini, Claude, or any AI you use.
- Guardrails baked in. Every prompt tells the AI to use only the facts in the deal data, never invent dates or names, and leave a placeholder for anything missing.
- Client-safe by design. Prompts meant for client-facing output structurally exclude your commission and fees, and instruct the AI to keep them out.
- Nothing leaves DashLoops through us. No AI runs inside the tool. The prompt is built in your browser and copied to your clipboard; what happens next is between you and your AI.
AI Prompts is free on every plan, no account required. There's a week-planning prompt on the Deal Calendar too, covering all your active deals at once.
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.
- One calendar across all your deals. The Deal Calendar lays every transaction's dates side by side, so overlapping deals stop surprising you.
- Works with your AI, instead of selling you one. AI Prompts hands your ChatGPT, Gemini, or Claude a ready-made prompt with the deal's live details, so drafting the client update takes one paste.
- No log-in required. 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. No log-in is required to create one active tracker; a free account stores two active deals. Marking a deal complete frees its slot without deleting anything — completed deals stay visible for reference and don't count against the cap. Paid tiers raise the active limit and add print-to-PDF and share-by-link.
- Can I see all my transactions on one calendar?
- Yes. The Deal Calendar shows every saved deal's tasks and deadlines on one calendar, in month, week, or planner view, with each deal color-coded. You can check tasks off from the calendar, and add events to Google, Apple, or Outlook calendars. It comes with every free account.
- Does the Tracker have AI features?
- The Tracker includes AI Prompts: a library of ready-made prompts for the AI you already use, like ChatGPT, Gemini, or Claude. Each prompt embeds your deal's live details, so your AI can draft a client update or review the deal without you retyping everything. No AI runs inside DashLoops, and nothing is sent anywhere; you copy the prompt and paste it into your own AI. Free on every plan.
Start a tracker for your next deal
Enter the contract date, enter the close date, see the deadlines fill in. Two minutes.