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Pillar 3 · Transactions · Live demo

Contract-to-Close Pipeline

2871 Eagle Pointe Pkwy ratified 9 days ago. 47 things have to happen before close.
Here's the file as the system sees it.

sign-social/transactions/contract-to-close Buyer · Sarah Mitchell · Aaron Oliver representing
2871 Eagle Pointe Pkwy
$549,000 · ratified May 16 · close target June 20 · 26 days out
26 days to close
⚠️
At-risk · lender hasn't ordered appraisal
Inspection contingency expires Friday. Appraisal usually takes 5-7 business days. Lender confirmed loan docs received but appraisal order not in queue. Today's the day to call them.
✓ Done14
Earnest money received
May 18 · Escrow confirmed
Inspector scheduled
May 19 · Bates Inspections
Inspection complete
May 22 · Report received
Repair negotiation closed
May 24 · $4,200 credit accepted
Title order placed
May 18 · First American
HOA docs requested
May 19 · Eagle Pointe HOA
● In progress9
Title commitment review
Due May 27 · Aaron + buyer
Loan processing
Due May 30 · LM Lender — needs nudge
HOA disclosure delivered
In review · Buyer reviewing
Photographer scheduled
Due May 29 · For listing-presentation case study
⚠ At risk2
Appraisal ordered
⚠ Overdue 1 day · Lender hasn't confirmed
Inspection contingency removal
⚠ Expires Fri May 29 · Need final repair confirmation
○ Upcoming22
Appraisal received
Target Jun 3
Financing contingency removed
Target Jun 10
Insurance binder
Target Jun 13
Walkthrough scheduled
Target Jun 19
Close
Jun 20 · 10 AM
+ 17 more upcoming

What just happened (this morning)

Aaron opened his phone at 6:30 AM. One push alert: "Lender hasn't ordered appraisal on Eagle Pointe — inspection contingency expires Friday." He tapped the alert, the system queued a draft text to the lender ("Hey Mark — appraisal still in queue? Inspection contingency expires Fri and we need 5-7 days lead time. Can we get it ordered today?"). Aaron approved, text sent. Total time: 18 seconds.

Without the pipeline

Aaron remembers about the appraisal Thursday afternoon while driving home from a showing. Texts the lender at 4:45 PM. Lender doesn't see it until Friday 9 AM. Orders the appraisal Friday at 10 AM. Inspection contingency expires Friday at 11:59 PM — Aaron now has to file an extension. Buyer gets anxious. Closing date slips a week. Aaron sleeps badly all weekend.

Be the agent who sleeps through closings.

The pipeline tracks the 40-60 things per deal. You intervene only when judgment is required. Buyers and sellers see a smoother close. Brokers see fewer escalations. You see fewer alerts at 11 PM.

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Doors close Sun May 31 midnight Central · Cohort 1 starts June 1