Step 1: Pull every date the day the contract is signed
Read the signed contract the day it comes back, and list every deadline with its date. Start from the effective date, and check how your form counts days: calendar or business days, and whether a deadline that lands on a weekend or holiday moves. That rule changes from state to state and from form to form, so read yours rather than assuming.
You do
- Confirming the effective date with the other agent
Hand off
- Reading the contract and listing each deadline with its date
- Filing the contract with the client's record
Step 2: Give each date an owner
Every date belongs to someone: the buyer sends the deposit, the inspector reports, the lender issues the commitment, and title clears. Write the owner next to each date, and the proof that closes it, such as a deposit receipt or a loan commitment letter.
You do
- Telling your client which dates are theirs
Hand off
- A list of each date, with its owner and the proof that closes it
Step 3: Set reminders before each date, not on it
A reminder on the deadline is too late to act on. Set it early enough to do something: a few days before the inspection period ends leaves time to negotiate repairs, and a week before financing is due leaves time to chase the lender.
You do
- Negotiating when an inspection or appraisal comes back
Hand off
- Reminders ahead of each deadline
- Status emails to the lender and title, drafted for you to send
Step 4: Get proof that each step closed
A date passing is not the same as a step closing. Ask for the document that proves it: the deposit receipt, the repair agreement or waiver, the loan commitment, the clear to close. File each one with the deal, so you can answer any question about it in seconds.
You do
- Signing and approving changes to the contract
Hand off
- Asking title, the lender, and the other agent for status and proof
- Filing each document with the deal
Step 5: Look across all your deals once a week
One deal is easy to hold in your head. Four at once is where dates collide. Once a week, look at every deadline due in the next two weeks across all your deals, and call the people whose dates are at risk.
You do
- The calls when something is slipping
Hand off
- One list of every deadline across your deals, sorted by date
Where Reddy fits
Send Reddy a signed contract in chat or by email. It reads the contract, lists the Effective Date, the Closing Date, and the deadlines it finds, and files the contract with that client's record, so you can ask for any date later. Check each date before you rely on it.
It can also call the title company or the lender for a status update, after you approve the purpose of the call and its questions.