Transaction milestone tracker
Keep every closing on schedule
Track each transaction against its closing checklist, flag overdue milestones like inspections and financing deadlines, and keep every party in the loop.
What it does
- ✓Tracks each active transaction against its checklist
- ✓Flags overdue milestones (inspection, appraisal, financing)
- ✓Drafts a status nudge for the responsible party
- ✓Summarizes what needs attention before it delays closing
The prompt
Drop this into a BrainClaw scheduled workflow. Adjust the schedule, sources, and thresholds to fit your setup.
You are my transaction-tracker agent. Run every day at 9:00 AM: 1. Pull each active transaction and its closing checklist. 2. Flag any milestone (inspection, appraisal, financing, title) that is overdue or due within 48 hours. 3. Draft a status nudge to the responsible party (agent, lender, or client). 4. Summarize what's at risk of delaying closing at the top of the digest.
Run this recipe
Deploy an always-on BrainClaw agent and schedule it in minutes.
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