Real estate · Example workflow
Track every deadline from contract to close
A deal timeline from the purchase agreement, with daily checks for missing signatures.
Example request
We are under contract on 18 Cedar Court. Read the purchase agreement and addenda PDFs and build a timeline of the inspection, appraisal, financing, and closing deadlines, with the responsible party for each. Add reminders to my calendar three days before each date, check the shared Dropbox folder every morning for missing signed documents, and tell me when a deadline is at risk.
How the agent works through it
- Read the contract and addenda for dates, contingencies, and responsible parties.
- Build the timeline and add the calendar reminders you approve.
- Check the deal folder each morning and report missing documents or risks.
What comes back
One timeline for the deal, with an update when something is missing or a date is close.
What needs your approval
You confirm the dates against the contract. Messages to clients, lenders, or the other agent wait for your review.
Sharing with others
Give your client and transaction coordinator the timeline without your private notes.