Keep Clients Informed with Professional Transaction Timelines
One of the most frequent questions real estate agents hear is "What's the status of my deal?" Clients want to stay informed about their biggest financial transaction, but keeping everyone updated can be time-consuming and repetitive.
Closing Cloud's Timeline feature transforms how you communicate transaction progress with clients, creating professional, shareable schedules that keep everyone informed without the constant phone calls.
Smart Timeline Templates
We've built timeline templates specifically for real estate transactions:
- Buyer Timelines - Track purchase transactions from offer to closing
- Seller Timelines - Manage listing activities from staging to sale
- Dual Timelines - Perfect for clients buying and selling simultaneously
Automatic Date Calculations
No more manual date entry or mental math. Our timelines automatically calculate important deadlines based on key transaction dates:
For buyer transactions, once you input the accepted offer date, the timeline automatically calculates deposit deadlines, inspection periods, and appraisal dates. Seller timelines work from your listing date, automatically scheduling staging, photo shoots, and open houses.
More Than Just Dates
Your timelines become comprehensive resources for clients:
- Service Provider Directory - Include contact information for inspectors, lenders, and other vendors
- Local Resources - Add utility companies, insurance providers, and moving services
- Professional Presentation - Clean, branded timelines that reflect your professionalism
Share and Forget
Once your timeline is ready, simply publish it to generate a secure link that's automatically emailed to your clients. They can bookmark it, check it anytime, and always know what's coming next.
The Result
Fewer "what's happening with my deal?" calls, more impressed clients, and a streamlined communication process that showcases your organization and professionalism.
Your clients get the transparency they crave, and you get more time to focus on growing your business instead of answering status update calls.
Ready to transform how you communicate with clients? Closing Cloud's Timeline feature is just one of the tools designed to make your real estate business more efficient and professional.
Learn more about Closing Cloud and how our features can streamline your real estate business.