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Workflow Automation
Contract workflow automation
From accepted offer to closing, every deadline and document moves itself.
Overview
Once a contract is signed, a dozen things have to happen on schedule — inspection windows, earnest money, title, financing deadlines. This automation maps your transaction process, triggers each step on time, requests the right documents, and alerts you before anything slips. Fewer dropped balls, fewer blown deadlines.
What's included
- Your transaction process mapped into automated steps
- Deadline tracking with reminders before due dates
- Automated document requests to each party
- Status sync across your CRM and storage
- Exception alerts when a step is overdue
Tools we use
- Make
- Zapier
- Supabase