Open saved transactions and see what's done, due today, overdue or coming soon.
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YOUR NEXT STEPS, AT A GLANCE
MyClosingTimeline STEP 2 · CONTRACT TASKS
Enter the effective date to calculate deadlines from days, or enter a due date directly on each task. The preview updates instantly. Tasks sort by date when you leave a task.
START HERE · BUILD YOUR TIMELINE
Contract details & deadlines
Enter your key dates, then add contract tasks. Your timeline updates automatically on the right.
STEP 1 · START HERE Transaction details
Start here: enter Effective date and Closing date below. Your task dates will calculate automatically from the days you enter.
Add task creates another contractual milestone above. Choose a task, enter its days and select the calculation base under More information & options. Dates will calculate from Effective Date or Closing Date, as applicable. The checklist below contains separate follow-up reminders.
Closing Action Checklist & Reminders
Continue your closing workflow with daily follow-ups and personal reminders, separate from contractual deadlines.
Adjust reminder dates as needed and check Done ✓ when finished. Planning dates never replace signed contract deadlines. The free version does not save your entries.
Add a personal or client follow-up reminderSeparate from contractual tasks
Add a reminder, then choose Update & Sort to arrange all checklist rows by date. Click a personal reminder to edit it.
Overdue Today Tomorrow Upcoming Done
| Task / reminder | Days | Reminder date | Date type | When | Status | Alert | Done ✓ |
|---|
Use the deadlines in your signed contract. Weekend, holiday and notice rules may affect dates.
Transaction follow-up · Live status
Review completed, overdue and upcoming milestones. Tracking is temporary in this free preview.
Professional daily follow-up · Planned PRO features
For $20 per transaction, the future secure workspace will retain transactions and offer optional daily notifications. These functions are not active yet.
Optional reminders sent only after opt-in, with adjustable lead time and notification settings.
OVERDUE! DUE TODAY DONE! Clear visual indicators by deadline.
Planned only. No automatic alerts, texts, payments, or server-side saving are enabled in this free prototype.
Understanding your closing timeline
Florida transaction guide — always verify your signed contract.
Confirm effective date, deposits and escrow instructions.
Coordinate inspections and written notices.
Track lender conditions and appraisal when applicable.
Review title matters, liens, survey and insurance.
Check applications, approvals and documents.
Track disclosures, walkthrough, funding and closing.
Important: Planning information only, not legal advice. Contract terms, addenda and applicable rules control deadlines and extensions.
Further reading: HAR.com — What is a Closing Timeline? (external website).
Choose how you work
Create, calculate, preview, print and prepare email. Available now.
Planned: private accounts, saved transactions, daily follow-up and optional alerts. Not available yet; no payment collected.
Free preview only. The Pro account, secure storage, payments, recurring reminders and SMS notifications are not yet available. Extensions require the actual contractual conditions and applicable notices; this planner does not grant an extension.