| name | transaction-timeline |
| description | Build a contract-to-close transaction timeline and coordination checklist with key milestones, deadlines, and responsible parties. Use after a contract is accepted, or to set client expectations. |
transaction-timeline
From accepted offer to keys: track every deadline so nothing slips.
Milestones (typical US residential; adjust to the contract + state)
- Acceptance: executed contract, earnest money deposited, open escrow/title.
- Inspections: schedule, inspect, negotiate repairs/credits within the inspection window.
- Appraisal: lender orders; address any low-appraisal gap.
- Financing: loan application complete, conditions cleared, clear-to-close.
- Title/escrow: title search, resolve issues, insurance, prelim settlement statement review.
- Disclosures: all required state/federal disclosures delivered and acknowledged.
- Final walk-through (24-48h before close), then closing/funding/recording, then keys.
Process
- Anchor every item to the contract's dates; compute deadlines from the acceptance date. Mark who's
responsible (buyer, seller, lender, title, agent) and the hard vs. soft deadlines.
Output
- A milestone table: task -> due date (from contract) -> owner -> status, plus the critical contingency
deadlines highlighted.
Guardrails
- Dates come from the executed contract -
[verify] against it; don't assume standard windows.
- Deadlines and contingencies have legal effect - flag them, but contract/legal questions go to the attorney
(not your license).
