Coordinating a real estate transaction from contract to close involves tracking dates, chasing paperwork, and confirming status with several parties by hand. Manual tracking on spreadsheets and inboxes makes it easy to miss a contingency deadline or lose track of an outstanding document.
The automated version opens the transaction file, populates every key date, and monitors deadlines to send reminders before anything is missed. This keeps every closing on schedule and frees staff time for higher value client work.
The full workflow, from trigger to completion.
Signed contract arrives and lands directly in the transaction workspace, starting the coordination timeline automatically.
The automation reads the contract, pulling the closing date, contingency deadlines, and party contacts without manual data entry.
A transaction file is created with all extracted details and shared with the title company automatically.
Inspection, appraisal, loan contingency, and closing dates are added to the shared team calendar with automatic reminders.
The automation tracks every contingency deadline and sends reminder emails to, buyers, and lenders when documents are overdue.
When all documents come in on time, the transaction tracker is updated automatically.
If documents are still missing after two automated reminders, a coordinator calls the responsible party directly.
Once the file is clear to close, a confirmation email with the final checklist goes out to all parties automatically.
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