Skip to main content

Your first week as a power TC

The full playbook can look like a lot — matrices, phases, hundreds of email templates. Don't let that stop you. The coordinators who get the most out of DocJacket all started small and grew. Here's the 80/20 for your first week.

You do not need to build everything

Three or four checklists and ten emails will carry the vast majority of your files. Build those, start working, and expand as patterns emerge.

Day 1–2: Your core checklists​

Create 3–4 checklist templates (see Build a checklist template matrix):

  • Buyer Side
  • Seller Side
  • Listing
  • Your busiest client or team

Build each on the 6-phase backbone: Intake → Under Contract → Financing → Due Diligence → Pre-Closing → Post-Close.

Day 2–3: Smart due dates​

In each template, set task due dates as offsets anchored to key dates — for example, "3 days after Inspection Deadline." Plug in your state's day-counts once, and every future file schedules itself.

Day 3–4: Your top 10 emails​

Build your most-sent emails:

Intro to Listing Agent · Intro to Lender · Inspection Scheduled · Appraisal Scheduled · DA to Title · HOA/Estoppel · Lien Search · Final Walk-Through · Please Sign · Request for Review

For each one:

Day 4–5: Wire the automations​

Connect each email to its checklist task with an on-completion, draft-and-review automation — and only on tasks that email an external party. Leave Require approval on.

Then: grow it​

The rule that builds your library over time:

tip

Every time you type the same email twice, make it a template. Every time you adjust a checklist the same way twice, make it a new template.

That's how a handful of templates becomes a complete operating system — without ever sitting down to "build everything."

You're set up​

Once this is in place, a new file looks like: pick the right checklist → DocJacket extracts the contract and schedules every task → complete tasks as the deal moves → review and send the drafts it prepares. That's the difference between running deals from your head and having DocJacket run them with you.

The full series:

  1. Build a checklist template matrix
  2. The 6-phase deal backbone & smart due dates
  3. Your email template library
  4. Role-based recipients & CC yourself
  5. Task automations: draft-and-review
  6. Your first week as a power TC ← you are here