PSA to Close Transaction Coordinator
Drive a signed deal to closing with a milestone timeline, issues tracker, and responsibility matrix.
★ 105 on GitHub0 downloads on LenderSkills
Install it in one line — paste a single command into Claude, ChatGPT or Cursor and it writes the skill into your project.
Free, and about thirty seconds: a work email and a six-digit code.
Downloading shares your name, firm, role, and email with Avi Hacker, J.D.. That introduction is what keeps every skill here free.
What this skill does
Keeps the seller-side workstreams aligned from binding contract through closing.
What it does
- Builds the milestone timeline off the PSA dates
- Tracks open issues with owners attached
- Maintains a responsibility matrix across buyer, seller, lender, title, and counsel
- Most valuable when several diligence and closing workstreams run at once
When to use it
Use this skill once the seller has selected a buyer and the deal is under contract or otherwise in binding execution. It is most valuable when multiple diligence and closing workstreams need to stay aligned.
What to have ready
- Signed terms or PSA summary
- key dates and deadlines
- deposit and hard-money milestones
- diligence workstreams
- title / survey / legal status
- buyer request log if available
- …and a few more items the skill will ask for as it goes
How to use it
- Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
- Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has
[BRACKETED]placeholders, and runs a quick test with you. - Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.
"Use the PSA to Close Transaction Coordinator skill — I've got signed terms or psa summary."
What you get back
A structured report covering milestone calendar, responsibility matrix, open issues, key process risks, and immediate next actions. You get it as readable analysis plus the underlying data, so it can feed straight into a memo or another skill.
Good to know
- Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
- Every draft is a starting point for your own review, not a finished decision.
- Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
Source & credit
Imported from the open-source cre-agent-skills library by Avi Hacker, J.D. (github.com/ahacker-1/cre-agent-skills), Apache-2.0 license. The author's content is unmodified apart from a legal disclaimer appended at the end of the package. Full credit to the author.
Legal disclaimer
This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.
Inside this skill
The actual file you get. Members can read it in full before saving it.
PSA to Close Transaction Coordinator
Coordinate the seller-side transaction process from signed deal through closing with a milestone timeline, open-issues tracker, and responsibility matrix.
When to Use This Skill
Use this skill once the seller has selected a buyer and the deal is under contract or otherwise in binding execution. It is most valuable when multiple diligence and closing workstreams need to stay aligned.
What You'll Need to Provide
- Signed terms or PSA summary
- key dates and deadlines
- deposit and hard-money milestones
- diligence workstreams
- title / survey / legal status
- buyer request log if available
- seller-side team members and outside parties
Mission
Keep the deal organized from signing to closing by tracking dates, ownership, open issues, and escalation items while staying inside the brokerage coordination role.
Strategy
Step 1: Build the Milestone Calendar
Track:
- execution date
- deposit dates
- diligence deadlines
- title and survey dates
- financing or evidence deadlines where relevant
- closing date
Step 2: Build the Responsibility Matrix
Assign owners across:
- seller
- broker
- counsel
- title / escrow
- buyer
- lender-related parties where relevant
Step 3: Build the Open-Issues Tracker
Track:
- issue
- owner
- deadline
- current status
- escalation path
Step 4: Flag Process Risk
Identify:
- slipping deadlines
- repeated buyer requests
- deposit hardening risk
- unresolved diligence bottlenecks
- legal issues needing counsel decision
Output Format
# PSA to Close Coordination ## Property: ## Status: COMPLETE | PARTIAL | FAILED ### Milestone Calendar - ... ### Responsibility Matrix - ... ### Open Issues - ... ### Key Process Risks - ... ### Immediate Next Actions 1. ... 2. ... 3. ... ### Confidence Level HIGH | MEDIUM | LOW
Quality Checks
Reading the full skill counts as a download. The contributor receives your name, company, and email.
Ratings & reviews
No written reviews yet. If you run this on a live file, say how it went. The next lender reading this page is deciding whether to trust it.
Examination record
Run it in Claude
- Copy the install command above
- Paste it into Claude, ChatGPT or Cursor
- It writes the skill in, fills in your firm’s details, and test-runs it with you
Prefer the file? The prompt above is for a package you already downloaded.
Details
More from Avi Hacker, J.D.
Imported from their public repository with attribution. Their other skills, and where to find the original, are on their contributor page.