Workflow
Closing Deadline Tracking Automation
Tracks critical dates across every open file—wire deadlines, recording windows, lender lock expirations—and drafts reminders, escalates overdue tasks, and flags missing approvals before they become blown closings.
Every flow is set up for your data, your tools, and your approval steps—not a copy-paste from somewhere else.
0
Missed deadlines target
4h
Earlier escalation avg
100%
File coverage goal
Great for
- Closers and transaction coordinators
- Title operations managers
- Escrow teams
- Settlement services companies
What you get
Every deadline lives in one timeline—not scattered across calendars, sticky notes, and email threads.
Unified deadline timeline
Pulls closing dates, lock expirations, recording windows, and contingency deadlines from your production system into one prioritized view per file.
Graduated reminders
Sends configurable alerts at T-minus intervals—gentle nudge at 72 hours, firm reminder at 24 hours, red-flag escalation at deadline day.
Overdue escalation
When a milestone slips, the agent escalates to the assigned manager or operations lead with a summary of what's missing and who owns it.
Missing document flags
Cross-references the closing checklist against received documents and highlights gaps—unsigned disclosures, missing payoffs, absent surveys—before they stall the table.
Multi-party coordination
Tracks obligations across buyer, seller, lender, and agent timelines so one party's delay is surfaced to everyone who needs to adjust.
On-time close reporting
Dashboards show on-time rates by closer, office, and lender so managers spot systemic bottlenecks instead of firefighting individual files.
Connects to your closing stack
Integrates with ResWare, SoftPro, Qualia, RamQuest, or any system that exposes order data via API or scheduled export. Calendar syncs to Outlook and Google.
For air-gapped environments, we support file-drop ingestion with no outbound data leaving your network.
Data sources we monitor
- Closing disclosure timelines
- Rate lock confirmation letters
- Recording deadline schedules
- Wire authorization cutoff windows
- Contingency removal deadlines
Outputs (examples)
- →Daily priority deadline digest
- →Overdue task escalation report
- →Missing documents checklist per file
Your data
We use only the access you grant. We keep data only as long as you need. We do not train on your private files unless you say so. We match how your IT and legal teams want to run things.
How we work with you
We start with a short discovery call, then a small pilot on one part of the business. When it works, we add approvals, templates, and more users. No big-bang go-live.
Stop losing closings to missed deadlines?
We start with your highest-volume office, wire the agent to your production system, and measure on-time improvement in the first 30 days.