Transaction milestone updates
Clients stop ringing for updates, and no contract date sneaks up on you. Every sale is tracked, and clients hear when each step is done.
Hours back
4
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Sale timeline built from the contract
Once a contract is signed, the key dates (building inspection, valuation, finance, settlement) go into a tracker for that sale.
- 02
Deadlines flagged ahead
The agent and sales admin get a warning a few days before each contract date, with what's still outstanding.
- 03
Everyone chased for their piece
The lender, inspector, conveyancer and the other agent get polite requests for updates and documents.
- 04
Clients told when steps are done
Buyers and sellers get a short text when a milestone is met, and what happens next.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Anything that could change the deal, like an inspection issue, a low valuation or a finance problem, goes to the agent before clients hear a word.
What it's worth
What those hours add up to.
4 hours a week, over 46 working weeks, is 184 hours a year. At $50 an hour, that’s
$9,200
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The agent or the sales admin keeps deadlines in a spreadsheet and their head. Clients ring to ask whether the building inspection is back or finance is approved, and a missed condition date is a real risk.
What we build
- Sale timeline built from the contract
- Deadlines flagged ahead
- Everyone chased for their piece
- Clients told when steps are done
A month in
Every contract date gets a warning days ahead, and the 'any news?' calls stop because clients already know.
FAQ
Does it replace our transaction management software?
No. Milestone updates work alongside your transaction management software if you use one, and do the chasing and client texts that software doesn't.
What if a contract date changes?
The agent updates the date in the tracker once, and every reminder and client message for that sale moves with it.
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Bring this one to a free live build.
Thirty minutes on transaction milestone updates. We build its elf with you, live, and you keep it.