Real estate deadline tracking for transaction coordinators
Every contingency deadline from your purchase agreement, tracked automatically. Transaction Sidekick gives you a timeline per transaction and a master calendar across all your active files — so nothing falls through the cracks.
- Contingency deadlines are extracted from your purchase agreement automatically
- Master calendar shows every deadline across all active transactions in one view
- Deadline changes update the calendar, timeline, and linked tasks in one edit
- Tracks inspection, loan, appraisal, title review, HOA documents, walkthrough, and COE
- Color-coded by transaction so your pipeline is readable at a glance
Why deadline tracking matters for TCs
A missed contingency deadline doesn't just cause stress — it can expose your client to liability and create legal complications for the transaction. For a TC managing 10+ files at once, keeping every contingency date in your head is not sustainable.
Transaction Sidekick tracks every deadline the moment it's extracted from the contract. You don't build the calendar manually. The dates are just there, ready to manage.
What Transaction Sidekick tracks automatically
Every standard contingency and deadline that appears in a purchase agreement:
Tracks the deadline to complete the inspection and remove the contingency. Missing it can waive your client's right to negotiate repairs.
Tracks the date by which the buyer must secure financing. One of the highest-stakes deadlines in the transaction.
Tracks the appraisal completion deadline and any related renegotiation window if the property doesn't appraise at value.
Tracks when the buyer must review and approve the preliminary title report. Objections after this window are harder to enforce.
Tracks the deadline for the seller to deliver HOA documents for review — applicable to condo and HOA transactions.
Tracks when the seller must deliver required disclosures. Late disclosures can reset the buyer's review period.
Tracks the walkthrough appointment, typically 1–5 days before close. Confirms property condition matches the contract.
Tracks the COE date across all active transactions. Date changes here propagate to every linked task and calendar event.
You can also add custom deadlines for anything specific to a given transaction.
The master calendar: all transactions, all deadlines
The most dangerous gaps in a TC's pipeline aren't on any single transaction — they're the days when multiple files have overlapping deadlines and something gets missed.
See everything coming up this week
The master calendar view shows every deadline across your active transactions on a single timeline. Color-coded by file, so you see which transaction each deadline belongs to without clicking into each one.
Alerts before deadlines, not after
Transaction Sidekick flags upcoming deadlines in advance — so you have time to coordinate with lenders, agents, and clients before the window closes.
Handling deadline changes
Extensions, COE changes, and contingency modifications are a constant in real estate. When a date changes, update it in one place and everything that depends on it updates automatically: the timeline, the calendar event, and any tasks tied to that deadline.
No hunting through spreadsheets to find every place you wrote the date down. One edit, fully propagated.
How deadline tracking connects to the rest of your workflow
Deadline tracking in Transaction Sidekick is connected to the task checklist and the AI contract extraction. Dates extracted from the contract populate the tracker directly. Tasks tied to contingency dates know when they're due.
Frequently asked questions
Track every deadline before it matters
See demo and see every contingency date across your pipeline in one view.
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