Why share the summary?
Help both sides understand important contractual milestones and reduce avoidable confusion.
CLOSINGS MADE SIMPLE
Turn a signed contract into a professional Closing Timeline Summary. Listing agents can share it with the buyer’s agent to help both sides track important dates and milestones from contract to closing.
FREE · CONTRACT DEADLINES
Enter your effective date, closing date and contract milestones. Review calculated due dates, mark completed tasks and prepare a polished summary to send to the other agent.
Example transaction · March 2022
* Fictitious demonstration only. Dates and obligations must follow each signed contract. Personal follow-ups belong to PRO.
REALTOR PRO · PLANNED
In addition to your contractual timeline, PRO is being developed to give each agent a personal workspace for follow-up through closing.
| # | Follow-up task | Due date | Status |
|---|---|---|---|
| 1 | Send welcome email to client | 03/01/2022 | Completed |
| 2 | Order appraisal (if applicable) | 03/04/2022 | Overdue |
| 3 | Confirm homeowner’s insurance binder | 03/08/2022 | Due Today |
| 4 | Request title commitment from title company | 03/11/2022 | Due Tomorrow |
| 5 | Follow up on loan approval status | 03/24/2022 | Upcoming |
🔒 Private agent follow-ups — not part of the summary sent to the other agent. This preview shows only 5 of the 40 suggested tasks; PRO users will be able to add, edit and reschedule their own tasks.
Dashboard reminders are being tested. Automatic messages and integrations are not available yet; delivery will require secure accounts and opt-in preferences.
BUILT FOR REAL ESTATE PROFESSIONALS
How Can We Help?
Help both sides understand important contractual milestones and reduce avoidable confusion.
Spot approaching deadlines and organize the next actions during the closing process.
Manage personal follow-up tasks in one place while keeping them separate from the signed contract.
Example dates and tasks are fictitious. Your signed agreement controls deadlines. PRO accounts, secure storage, payments and automated notifications are not yet active. The public preview does not expose the full private checklist.