Real estate / 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

Workflow demonstration · Sample data

Read the video transcript

Once an offer is accepted, dates and handoffs need clear ownership. This setup creates one transaction record with up to eight agreed milestones. Your team supplies and approves the dates, and each task has an owner. Approved reminders follow those dates. Blocked or overdue work is flagged for a person to review. Completion is recorded in the same place. Legal interpretation and deadline decisions remain with your team.

Start

Create a milestone plan from the accepted offer.

Schedule

Track inspection, finance, appraisal, and closing.

Remind

Send approved updates before each due date.

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. Tool subscriptions and usage fees are separate. Ongoing support is agreed explicitly.