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)#
| Tool | Type | What it does |
|---|---|---|
get_contingency_deadlines | Read-only | Calculate contingency dates (inspection, appraisal, loan, closing) for an escrow. |
get_deadline_alerts | Read-only | Get upcoming deadlines across ALL active escrows. |
get_escrow_checklist | Read-only | Get a transaction checklist tailored to your representation type (buyer, seller, or dual agency). |
log_call | Logs activity | Log a phone call with a contact, lead, or escrow party for CRM tracking. |
get_follow_up_reminders | Read-only | Get contacts and leads that need follow-up for daily prospecting and client management. |
create_open_house | Creates data | Schedule an open house event for a listing. |
log_open_house_visitor | Creates data | Log a visitor at an open house to capture their information. |