Executed contract to transaction timeline
- Today
- A coordinator reads the signed agreement, renames and files it, and copies each contingency and closing date into a calendar.
- With a workflow
- The executed contract is filed to the transaction folder, key dates are pulled out for review, and once confirmed they build a timeline with reminders ahead of each deadline.
A person decidesThe coordinator confirms every date against the contract before anything is scheduled.
Try this in the Lab →New inquiry intake
- Today
- Inquiries come in from the website, portals, calls and referrals, and someone copies each one into the contact database when they get a minute.
- With a workflow
- Each inquiry becomes a contact record with its source, is assigned by the team’s own rotation, and creates a callback task. A missed call creates a task too.
A person decidesThe agent makes the first real conversation and decides how to follow up.
Listing launch checklist
- Today
- Before a listing goes live, the agent tracks photography, signage, lockbox, disclosures and marketing pieces from memory and scattered notes.
- With a workflow
- A signed listing agreement starts an assigned checklist, prompts photographer scheduling and flags what’s missing, like a floor plan, before launch day. A first draft of the property description is prepared from approved facts.
A person decidesThe agent edits and approves the description and decides when the listing goes live.
Missing documents before broker review
- Today
- Someone opens each file and checks it against a list to see which disclosures, advisories and signatures are still outstanding.
- With a workflow
- Incoming documents are named and filed in a standard folder, the file is checked against the brokerage’s own list, and missing items are flagged. Complete files are routed to the broker’s review queue.
A person decidesThe broker reviews the file and decides whether it’s complete.
Inspection report intake
- Today
- The inspection report arrives as a long PDF by email, and the agent reads it end to end before talking with the client.
- With a workflow
- The report is filed to the transaction, the agent is notified, and the sections are grouped into a short review summary by area, such as roof, electrical and safety items.
A person decidesWhat to ask for in repairs is decided by the client with their agent.
After-closing follow-up
- Today
- Thank-you calls, review requests and home anniversaries happen when an agent happens to remember them.
- With a workflow
- A confirmed closing moves the client into a past-client plan: a thank-you task, a review-request task a few days later, and a reminder before each home anniversary.
A person decidesThe agent reaches out personally and chooses what to say.