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Deals & closing checklists Coming next
Contract-to-close deadlines that keep track of themselves
Deal boards for buyers and sellers, with a closing checklist that builds itself and moves when dates change. This part of RealAgentOne is in development. Here's what you can use today and what's coming.
Coming next Preview of a planned screen
Closing checklist Buyer side
Included today Works now
- Tasks with due dates, assigned to anyone on the team
- Documents stored on the contact
- E-signature: send agreements out to be signed
- Shared team calendar with out-of-office
- Notes on every contact
Coming next In development
- Deal boards, drag and drop. Buyer: Active, Showing, Offer, Under contract, Closed or Lost. Seller: Listing appointment, Listed, Under contract, Closed or Lost
- Checklists applied at Under contract, as real tasks with due dates
- Dates that move: change the contract or closing date and open checklist tasks move with it
- A 7 AM deadline email with what's due today and tomorrow
- Documents and e-signature on the deal
- Closing a deal tags its contacts as past clients and starts their home anniversary emails
- Editable checklist templates for admins
Coming next In development
Move the closing date once. Every open task follows.
Each checklist item is anchored to the contract date or the closing date with an offset, like "contract + 10 days" for the inspection. When a date changes, RealAgentOne moves every open task tied to it. Tasks you've already finished stay where they are.
The starting templates cover the usual buyer and seller items. Admins can edit them to match how your team and your market work.
Coming next Preview of a planned screen
Closing Nov 14 → Nov 21
Running closings today
Until deal boards ship, teams track closings with what's already here: a task for each deadline with a due date and an owner, the purchase agreement and disclosures stored on the contact, agreements sent for e-signature, and key dates on the shared team calendar.
Today's workflow
- Add the closing dates as tasks, each with an owner.
- Store the contract and disclosures on the contact.
- Send documents for e-signature from RealAgentOne.
- Put inspection and closing on the team calendar.
Questions about deals
When will deal boards and checklists be available?
They're in development. We don't publish dates we can't promise. Book a demo and we'll show you where they stand.
Will I be able to change the checklist?
Yes. Admins will be able to edit the buyer and seller templates: the items, which date each is anchored to, and the number of days before or after.
Will deals track commission?
Each deal will record the price, gross commission and the agent's split. Paying commissions out to agents isn't part of the first version.
One CRM. $50 a month. Unlimited agents.
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