Listing Checklist & Transaction Timeline

Real Estate · Free for all plans

Stay on top of every deal from listing agreement to closing day. Track pre-listing tasks, manage contract-to-close milestones with automated due-date calculations, and share a client-facing progress view so your buyers and sellers always know what is next.

What it tracks

Pre-Listing Checklist

Everything from property prep to disclosures — check off tasks as you complete them and never miss a step.

Contract-to-Close Timeline

Track every milestone from offer acceptance to closing — with automated due-date calculations based on your typical contract periods.

Client Progress View

Share a read-only progress link with clients so they can see where things stand without calling or emailing you.

Document Checklist

Per-milestone document requirements — upload, verify, and track every form, disclosure, and addendum.

Milestone Due-Date Calculator

Automatically calculate inspection, loan contingency, and closing dates based on your contract date and standard timelines.

AI Risk Flagger

Advanced plan: AI scans your timeline and flags risks — "inspection deadline in 2 days — no response logged."

How to Use

1. Create a new transaction

Set up your deal from listing to close

1Create a transaction — enter the property address, client names, and the listing or purchase agreement date to kick off the timeline.
2Complete the pre-listing checklist — work through property prep, disclosures, photos, and marketing setup before going live.
3Track milestones — as the deal progresses, mark milestones complete. Due dates auto-calculate based on your contract.
4Share progress with clients — enable the client-facing view to give your buyers or sellers a transparent look at where things stand.
5Close and archive — once the deal closes, archive the transaction. Your timeline data stays available for reference.

Features

Pre-listing checklist

Complete task list from property prep through disclosures and marketing setup

Milestone timeline

Visual timeline from offer to close with automated due-date calculations

Document checklist

Per-milestone document tracking — upload, verify, and store forms

Client progress share

Read-only shareable link so clients see real-time transaction status

Multi-transaction dashboard

Manage all active deals from a single dashboard view

AI risk detection

Advanced: AI flags approaching deadlines with no action logged

Features by Plan

Feature	Free	Basic	Standard	Advanced
Pre-Listing Checklist
Milestone Tracking	Basic	Full	Full	Full
Active Transactions	—	3	25	Unlimited
Contract-to-Close Timeline	—	—
Client-Facing Progress View	—	—
AI Timeline Risk Analysis	—	—	—
Shared Progress View	—	—	—

Free includes basic milestones and checklist. Basic adds full milestone tracking and 3 active transactions. Standard unlocks the contract-to-close timeline, client progress view, and 25 active transactions. Advanced adds AI risk analysis, unlimited saves, and shared progress view.

Tips & Best Practices

Create the transaction as soon as you have a signed listing agreement — the pre-listing checklist ensures nothing falls through the cracks.
Share the client progress link at the beginning of every transaction — it reduces inbound calls by giving clients a self-service status view.
Set up milestone due dates based on your market's typical contract periods — inspection, loan, and closing timelines vary by region.
Use the document checklist per milestone to track disclosures, inspection reports, and addenda — no more digging through email at closing.
Archive closed transactions to keep your dashboard focused on active deals while preserving records for future reference.

Limitations

Milestone due dates are estimated based on standard contract periods — always verify against the actual signed contract.
The client progress view is read-only and does not include messaging or document upload capabilities.
AI risk flagging requires logged milestone activity — if milestones are not updated, the AI cannot detect risks.
Transaction data is stored per user account — it is not shared across team members or brokerages.

Ready to streamline your transactions?

Keep every deal on track from listing agreement to closing day with automated timelines and client progress sharing.

Try A Demo

Back to catalog