Transactions — Closing Timeline with Auto-Reminders
Once an offer is accepted, the Transaction page tracks every milestone to close (EMD due, inspection, appraisal, loan commitment, final walkthrough, COE) with auto-generated reminders for each party.
Steps
- Go to Transactions (sidebar > Transactions, RE vertical) — list of all in-progress closings.
- Click any transaction to see the milestone timeline with target dates and party-specific reminders.
- Mark milestones complete as they happen; the timeline auto-recalculates downstream dates.
- Use the AI Deal Analyzer (sidebar > Deal Analyzer) to flag risk on any active transaction (e.g. "appraisal contingency expires in 2 days").
Good to know
- Reminders fire via the Notification system to all named parties (buyer, seller, lender, title).
- Connect DocuSign in Settings > Integrations to send + track contracts on the timeline.
Example: Acceptance to close at 412 Maple is 28 days. The Transaction page schedules EMD due Day 3, inspection Day 7, appraisal ordered Day 10, loan commitment Day 21, final walkthrough Day 27, COE Day 28. Each party gets reminders on their dates. Day 18, AI Deal Analyzer flags "appraisal still pending — typical lender turn is 7 days, this one is at 8" — Alex calls the lender, finds out it's actually scheduled for Day 19, marks it on track.
Troubleshooting
Transaction timeline not updating
Transaction milestones need manual updates or workflow automation triggers.
Fix: Open the transaction > Timeline tab > update each milestone status. Set up automation workflows to auto-advance milestones.