Leo, Ivy and Tess

Every deadline, on time.

Tess builds the timeline from the contract dates, reminds everyone before each deadline and chases missing documents.

5 steps2 min readUpdated 10/30/2026

RealtyMind is in private pilot. Screens show sample data.

Try it in the demoRead the steps
Tess builds the timelineExample

    Uses the form's default periods: deposit 3 days, loan application 5, inspection 15, loan approval 30. Tess reads your signed contract's real numbers.

    Step by step

    0 of 5 done

    Tap a number to check off a step as you go.

    1. Upload the signed contract

      Add it to the deal. Tess reads the effective date, closing date and the contract numbers like inspection days and deposit days.

    2. Check the timeline

      Tess lists each deadline with its date, time and owner. Confirm the dates against the signed contract.

    3. Reminders go out on their own

      For each deadline: 3 days before, 1 day before and the morning of at 9:00 AM. Inspection and loan approval get a 5-day heads-up too.

    4. Missing papers get chased

      Tess asks once, nudges after 2 days, then flags the agent. Overdue items go to the agent and the broker every morning until fixed.

    5. After closing

      Tess files the folder for broker review within 2 days and sends the review request the day after closing.

    A transaction file with key dates and the checklist
    A transaction file with key dates and the checklist. Sample data.
    Weekends and holidays

    Under the common Florida contract, a deadline that lands on a Saturday, Sunday or national holiday moves to the next business day, ending at 5:00 PM. Tess always says both dates, like "Monday 11/30/2026 by 5:00 PM (it would have been Saturday 11/28)."

    Good to know
    • Nobody gets more than one reminder a day from Tess unless something is due today.
    • Tess never tells a buyer to cancel or waive. She reminds them of the date and connects them to you.
    • Ask Leo "When does inspection end on Sample Towers?" and he reads it from Tess.
    Try it in the demo

    Open Transactions. Clickable, with sample data.

    Open demo
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