01
Start
Create a milestone plan from the accepted offer.
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Client care
Transaction Milestone Coordinator
Each accepted offer becomes one shared milestone record with visible due dates, approved updates, and overdue handoffs flagged to the right person.
Setup
$400
Complexity
Medium
Format
Scoped
02
Schedule
Track inspection, finance, appraisal, and closing.
03
Remind
Send approved updates before each due date.
04
Escalate
Flag overdue or blocked handoffs to their owner.
Included in this setup
- One transaction source record
- Milestone plan with up to eight deadlines
- Named owner for each milestone
- Approved client and team reminder templates
- Overdue alert and transaction status log
What we need from you
- A consistent accepted-offer signal
- Agreed milestone names and date rules
- Named internal owners and approved update wording
Scoped separately
- Legal advice, document interpretation, or compliance decisions
- E-signature, payment, escrow, or lender systems unless separately scoped
- Historical transaction cleanup and migration
- Multi-jurisdiction milestone logic unless scoped separately
Practical boundary
The published price covers the scope shown here. Additional systems, branches, paid tools, or data cleanup are confirmed before work begins.