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Deadlines & transaction tracking

Contingency deadlines, alerts, escrow checklists, call logging, follow-up reminders, and open-house logging.

Contingency deadlines, alerts, escrow checklists, call logging, follow-up reminders, and open-house logging.

Tools (7)#

ToolTypeWhat it does
get_contingency_deadlinesRead-onlyCalculate contingency dates (inspection, appraisal, loan, closing) for an escrow.
get_deadline_alertsRead-onlyGet upcoming deadlines across ALL active escrows.
get_escrow_checklistRead-onlyGet a transaction checklist tailored to your representation type (buyer, seller, or dual agency).
log_callLogs activityLog a phone call with a contact, lead, or escrow party for CRM tracking.
get_follow_up_remindersRead-onlyGet contacts and leads that need follow-up for daily prospecting and client management.
create_open_houseCreates dataSchedule an open house event for a listing.
log_open_house_visitorCreates dataLog a visitor at an open house to capture their information.