The Transaction Summary Sheet That Builds Itself

Every TC has a version of the summary sheet: the tidy one-pager that tells an agent or client where the deal stands without making them read a file. Agents forward them, clients save them, closing packets want them. And most TCs build them by hand — copying dates into a Word template, checking them against the file, exporting, attaching — twenty minutes per update, times every file, times every time something changes.

That workflow deserves to die. In TC Track the summary sheet is a byproduct of the file itself: set up your branding and flags once, and from then on every transaction exports a polished, current, branded PDF in one click. Here’s the full setup, start to finish.

What the one-click summary contains

The generated PDF assembles itself from what’s already in the file — nothing is retyped:

• Contract details — price, loan amount, effective and closing dates, MLS number
• Terms — earnest money, option fee and option period, title policy, possession
• Critical dates — a date-sorted milestone list
• Everyone on the deal — buyers, sellers, agents, TC, title, escrow officer, lender (a cash deal says so instead)
• Key tasks — checklist-style, with completed items struck through so progress is visible at a glance
• Notes you’ve flagged for the summary

Sections with no data drop out automatically, so a sparse early-stage file produces a clean short summary rather than a page of blanks. When something changes — a date moves, a task completes — the next export reflects it, because the summary is the file. Which is also the quiet argument for keeping your dates calculated instead of hand-entered: the summary is only as current as the file behind it.

One-time setup, step 1: your branding

Under Settings → Company Settings, upload your logo and pick your summary header color. Every PDF from then on carries them — logo in the header, your color on the title and section accents. A transparent PNG and a mid-to-dark brand color produce the sharpest result; the help center has the click-by-click and image specs.

That’s the whole branding task. Five minutes, once.

Step 2: flag what belongs on the summary

The summary isn’t a data dump — you curate it, and the curation lives in your checklist template, not in per-file busywork. Each task carries Summary Display flags:

• Critical Dates — for true milestones: option period end, financing deadline, closing
• Key Tasks — for the working checklist agents like to see progressing

Flag them once on the template and every transaction you apply it to inherits a correctly-shaped summary. Notes work the same way: check Show on summary on the ones worth an agent’s eyes, leave the internal ones off. Details in controlling what appears on the summary.

Step 3 (optional): white-label for your clients

Coordinating for agents who want deliverables in their brand? Enable client branding on the client’s contact record — their logo, their color — and every summary on their transactions white-labels automatically while your other clients keep your branding. For independent TCs serving multiple teams, this is the touch that makes your service look in-house: white-label setup here.

Then: one click, forever

From any transaction, open the Summary tab and click Generate PDF. Preview, print, or download — the file is named after the property and ready to attach. The generate-and-export steps are in the help center, but honestly: it’s one button.

The twenty-minute hand-built sheet becomes a ten-second export, and it can’t drift out of sync with the file because it is the file. Across a twenty-file caseload with weekly updates, that’s hours back every week — the same minutes-per-task math that governs your whole capacity, applied to the most visible deliverable you produce.

Related guides

• How to set up a transaction checklist template
• How many transactions can one TC handle at once?
• How to calculate contract deadlines that never slip
• TC Track for independent transaction coordinators