AI agents for real estate teams

Real estate transaction checklist automation

It tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status. Gaps surface early.

Buy the Transaction Checklist Agent · $19See the full product page
✓ $19 one-time✓ 3 files you keep✓ No subscription

The job by hand

A closing has thirty milestones, half of them owned by someone else, and the missing document is always discovered the week of closing.

The ask

Hello, show me every missing or overdue closing item

What comes back

A Google Sheet lands in the Real Estate Transaction Checklist Workspace folder in your Google Drive: Deal, Milestone, Due date, Missing item, Owner and Status.

DealMilestoneDue dateMissing itemOwnerStatus
14 Rosewood LaneInspection contingencySep 18Inspector report not yet uploadedAgent (Sara)On track
22 Birch AveAppraisalSep 15Lender hasn't confirmed appointment dateLender (First National)Blocked - call lender

Sample data shown. Your workspace fills with your real work.

What it takes over

  1. Reads the exact inputs and sources you approve.
  2. Saves the work as a review-ready Google Sheet in the Real Estate Transaction Checklist Workspace folder in Google Drive.
  3. Shows evidence, unknowns and blocks instead of guessing.
  4. Prepares the next action and stops at the human gate.

How buying works

  1. Buy once for $19. Three files arrive: skill.md, setup-prompt.txt and usage-prompt.txt.
  2. Hand the files to the assistant you already use. It sets the job up on Google, Microsoft or Zoho and tests it on fictional data.
  3. Approve the setup. It runs the job and stops at every external action for your sign-off.

Where it stops

It does not send, spend, publish, schedule or make a human decision without the exact approval that action needs.

Common questions

What does the tracker show?

Deal, milestone, due date, missing item, owner and status, in a Real Estate Transaction Checklist Workspace folder.

Does it chase people?

It prepares due-date reminders for your approval. The message goes out when you say so.

Which checklist template does it use?

Yours. Setup loads your milestones per transaction type.

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Prefer the store pages? Browse the Real Estate Teams agent menu or the Transaction Checklist Agent product page.

$19 one-time · 3 files · No subscriptionBuy for $19