Every deal on its own calendar. Every step counts from closing.
A listing, a buyer under contract, a lease. Each one gets its own calendar with the family on it, and a checklist that counts back from the closing date. When closing moves, and it will, every step moves with it.
Client kinds: Listing, Buyer, Lease. Every step counts from the closing date.
The buyers and their family. Your lender, title company and inspector.
Their family sees the whole calendar. Each vendor sees only the dates they are part of: the inspector sees inspection day, the title company sees closing.
The Buyer under contract checklist, counting from the closing date.
Apply it to a client and every step lands on that client with a date worked out from the closing date. Tick them off as you go, skip the ones this client doesn't need, and send any step to your own My Work when you want it on your shelves.
- Add a step for one client and the app asks whether to add it to the checklist for next time
- Change the days on any step; the "around" date follows
- There is a New listing pack too (listing agreement, photos, MLS live, first open house, price review). Edit either one, or build your own from a list you paste in.
Three things that stop being a problem.
The closing date moves
Change it once on the client and the inspection, the appraisal, the clear-to-close and the walkthrough all move with it. Nothing to retype.
The buyers keep asking what's next
Their family sees the same calendar you do: inspection Tuesday, appraisal the week after, closing on the 14th. Fewer texts.
Three transactions, three different weeks
Your Clients page shows every active deal with the next step and how far along it is. The one that needs you today is at the top.
They keep the calendar. You keep your records.
After closing, the family can keep the calendar going on a free account of their own, with every date you shared still on it. Your records stay exactly as they were.
The Entrepreneur plan.
Five days free. Unlimited clients, a calendar for each, their family and your vendors on it, and your whole team, no limits. Outlook and Google sync, reminders and Daily To Do's come with every plan.
Entrepreneur
5 days free
- Unlimited clients
- A calendar per client
- Client family, guests and vendors
- Checklists and Client Work
- Your whole team, no limits
Also built for: Event planners Photographers Contractors Coaches and tutors
Put every client's year where they can see it.
Coming soon. Five days free for Entrepreneurs.