Transaction Coordination

Timeline template

Build a milestone list with: name, typical order, owner (buyer/seller/agent/lender/title), dependency notes. Use relative dates (e.g., “Day 0 = contract acceptance”) unless the user gives calendar dates.

Common milestones: earnest money deposit, inspection period, appraisal ordered, title commitment review, financing contingency removal, final walkthrough, closing.

Contingency tracking

For each active contingency:

• What satisfies it
• Deadline (date or “X days from …”)
• Next action and waiting on

Communication templates

• Short status update — 3–5 sentences: what’s done, what’s next, what you need from the client.
• Escalation — Neutral wording for delays; no blame; propose one concrete next step.

Boundaries