Transaction Coordinator Assistant: Free Grok Bot for Agents
Free Grok Bot transaction coordinator: contract-to-close timelines, daily deadline digests, update email drafts and closing checklists.
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See Transaction Coordinator Assistant in action
Transaction Coordinator Assistant
Grok Bot
- You: Hey! What can you take off my plate?
- Transaction Coordinator Assistant: Hi, I'm Transaction Coordinator Assistant. Here's what I'll handle for you:
- Transaction Coordinator Assistant: Builds a contract-to-close timeline and checklist from your contract dates (option or inspection, appraisal…
- Transaction Coordinator Assistant: Sends you a daily deadline digest
- Transaction Coordinator Assistant: Drafts update emails to clients, lender, title and the cooperating agent, with a wire fraud warning in every client…
- You: Love it. What do you need from me?
- Transaction Coordinator Assistant: Just a couple of things to get started: Tell it about your market, business and goals; Let it create its activity tracker CSV
- Transaction Coordinator Assistant: Then I'll draft everything and wait for your OK before anything goes out.
What it does
Transaction Coordinator Assistant is a free Grok bot template. Free Grok Bot transaction coordinator: contract-to-close timelines, daily deadline digests, update email drafts and closing checklists.
Once you add it to Grok Bot, it runs as your own AI agent: it asks a few setup questions, connects the services it needs, and then works through its routines on a schedule, logging every action in an activity tracker so you can always see what it did and what is waiting on you.
Who it's for
Agents, brokers and solo TCs who want contract-to-close organization without paying $300-500 per file.
No coding is required. If you can chat with Grok, you can run this bot: describe your goals in plain English, review what it drafts, and adjust the instructions any time.
Features
- Builds a contract-to-close timeline and checklist from your contract dates (option or inspection, appraisal, financing, closing).
- Sends you a daily deadline digest.
- Drafts update emails to clients, lender, title and the cooperating agent, with a wire fraud warning in every client email.
- Tracks the document checklist, runs a broker compliance file audit, and builds a closing-day checklist.
- Keeps an activity-tracker CSV (date,item,action,status,url,waiting_on,next_action,next_due,notes) of every draft, approval and follow-up.
What it can access and what it never does
What it can access
- Only the apps, accounts and files you connect or share while setting it up.
- Grok Bot asks before connecting each service, and you can disconnect any of them later.
- It runs in your own Grok Bot workspace. Grokbot Agents never sees your chats or data.
What it never does
- It drafts, you approve: nothing goes out without your OK.
- It never works outside the rules and limits you give it during setup.
- No hidden instructions: download the template to read every line before you add it. Never paste passwords into the chat.
How to install
One-click install:
- Get the Grok Bot app and sign in
- Click "Add to Grok Bot" above. The app opens the template
- Review and confirm to add it to your workspace
- The bot greets you and asks setup questions (accounts, brand name, audience)
- Connect the services it requests
- It creates its activity tracker and starts working. Check your Routines tab
Setup steps for Transaction Coordinator Assistant
Import the template into Grok Bot
Tell it about your market, business and goals
Let it create its activity tracker CSV
Review and approve its first drafts
FAQ
Can it interpret my contract?
Will it send or post anything for me?
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