Playbooks / Real Estate / Transaction Coordination
Contract-to-Close Timeline
Builds the milestone timeline from an executed contract: earnest money, inspection window, appraisal, financing commitment, title, clear to close, closing.
How to run it
Open Real Estate > Transaction Coordination > Contract-to-Close Timeline in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Contract-to-Close Timeline workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Build the milestone timeline from an executed contract: earnest money, inspection window, appraisal, financing commitment, title, clear to close, closing. Track each date, flag anything inside 5 days that is not confirmed.
Put this workflow to work.
The Real Estate agent ships with this one installed. Open the demo and ask it to run the Contract-to-Close Timeline workflow on something of yours.