See the next obligation.Find the source behind it.
Coordination gets harder when a milestone, a file and the person responsible live in different places. Keep the transaction context available as the deal moves forward.
Explore the practical guideTurn a deal review into specific next steps.
A deal is moving toward its next milestone, but one document is missing and another is waiting for signature. Start from the deal, inspect the relevant source and make the next task explicit.
Milestones
Context to open
The deal’s recorded dates, tasks and linked people.
Action to record
Check the next obligation against the relevant source information.
Documents
Context to open
The files and document requests associated with the work.
Action to record
Identify what is missing and who needs to provide it.
Signatures
Context to open
The agreement, source document and recorded signature status.
Action to record
Find what is still waiting before treating the step as complete.
Follow-through
Context to open
The outstanding task and its deal context.
Action to record
Keep the next action and due date with the transaction.
The workspace behind the workflow.
Finding what is due, missing or waiting on someone else.
Return to the deal’s next steps.
Keep the plan, milestones and outstanding work connected to the transaction.
Explore deals
Keep the document near the task.
Use the document workspace for drafts and the file context for uploaded originals.
Explore files
Make the handoff legible.
Work from the original as well as the summary.
Document-reading results can help surface details and risks when processing is configured. Check the original source and recorded dates before relying on them. A saved draft and a completed signature are different states.
- Link the right people and property to the deal.
- Keep the relevant documents and requests alongside the transaction.
- Use a specific follow-up for each outstanding action instead of relying on a conversation alone.
Choose another perspective.
Real-estate teams
Connect shared responsibility with the people doing the work.
Explore real-estate teamsBuyer’s agents
Prepare conversations, coordinate showings and keep the follow-up together.
Explore buyer’s agents