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 your client can see, and a checklist that counts back from the closing date. When closing moves, and it will, every step moves with it.
Every step counts from the closing date.
The buyers and the family they invite. Your lender, title company and inspector.
The buyers see the whole calendar, add their own dates, and invite their own family to view it. 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
They see the same calendar you do, and so does anyone they invite: 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, your client, their guests 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 Plan
5 days free
- Unlimited clients
- A calendar per client
- Your client, their guests and your vendors
- Checklists and Client Work
- Your whole team, no limits
Also built for: Event planners Photographers Contractors Coaches and tutors Creators
Put every client's year where they can see it.
Open now. Five days free for Entrepreneurs.
Free for one person, no card. Paid plans start with 5 days free.