Your agent marks a deal won and a full closing checklist appears: inspection deadlines, document requests, vendor contacts, and client updates, without rebuilding the same list for every transaction.
Transaction coordinators repeat the same steps on every close. This automation clones your master closing template when a deal hits won, pre-fills property and client details, calculates key dates from the contract, and assigns document collection tasks to the team. Clients see progress in a shared view; vendors get reminders when their step is due.
What's Included
- Won-deal trigger: Fire when pipeline stage changes to won.
- Checklist clone: Copy your master closing template with deal context.
- Date math: Set inspection, appraisal, and walkthrough deadlines from contract date.
- Document tasks: Assign HOA, title, and disclosure requests automatically.
- Client updates: Send milestone notifications at each closing stage.
How To Use
- Clone the transaction kit below.
- Build your master closing checklist once.
- Connect your deal pipeline in Automations.
- Enable the workflow and standardize every close.
See more real estate automations or start a custom pipeline at /create. This workflow does not require MLS or IDX integration.
