Real estate · Transactions
The contract already has every deadline in it. It shouldn't take a spreadsheet to track them.
Inspection window, financing contingency, closing date: they're all sitting in the contract you already have. The usual way to track them is a manual checklist rebuilt for every file, or worse, an inbox full of reminders nobody set. There's a simpler way to keep them visible.
Direct answer
From signed contract to a checklist that watches itself
The contract is read
Key dates and contingencies get pulled out: inspection deadline, financing contingency, appraisal, closing.
A checklist is built
Every date becomes a tracked milestone, in one place instead of scattered across an email thread.
Reminders go out ahead of each one
Not on the day it's due. Early enough that there's still time to act if something's off track.
A client update is drafted at each milestone
So the buyer or seller hears from you as things happen, not only when they ask.
Why this matters
A missed contingency date is an expensive mistake
Most transaction problems aren't complicated. They're a date that slipped because it lived in someone's memory instead of a system. Pulling every deadline directly from the contract removes the step where a date gets mistyped, forgotten, or never entered in the first place.
Where it fits
One of the first skills we build for agents and teams
This is typically an early build through the AI Concierge: high frequency, clear rules, and immediate value the moment it's running. It connects to the calendar and CRM you already use rather than asking you to adopt something new.
Questions
FAQ
Does this replace our transaction management software?
No. It works alongside it, pulling the dates in so they're tracked automatically instead of re-entered by hand.
What if a contract has unusual or negotiated terms?
Those get flagged for your review rather than guessed at. Standard dates get pulled automatically; anything unusual is surfaced, not silently handled.
Can it handle contracts from different templates or MLS systems?
Yes, within reason. We confirm which formats you use during setup so the pulled dates are reliable from the first file.
Next step
Let's see what a missed date has cost you before
A short call to look at how your team tracks transaction deadlines today, and whether this is worth building first.