Transaction Workflow
📊 Sample DataEnd-to-end transaction management with smart milestone tracking
8
Active Transactions
3
Closing This Month
5
Pending Actions
$112K
MTD Commissions
2847 Sunset Blvd, Unit 4A
Sarah Mitchell$825,000Close: Apr 15, 2026
PurchaseUnder Contract
Transaction Progress65%
Milestones
Offer AcceptedMar 1
InspectionMar 8
AppraisalMar 12
Loan ApprovalMar 25
Final WalkthroughApr 14
ClosingApr 15
Documents
Purchase AgreementSigned
Inspection ReportReceived
Appraisal ReportPending
Loan CommitmentPending
1120 Grand Ave, #2201
Robert Kwan$595,000Close: Apr 28, 2026
PurchaseInspection
Inspection scheduled for Mar 18 — confirm with inspector
Transaction Progress40%
Milestones
Offer AcceptedMar 5
InspectionMar 18
AppraisalMar 28
Loan ApprovalApr 10
Final WalkthroughApr 27
ClosingApr 28
Documents
Purchase AgreementSigned
Inspection ReportScheduled
Appraisal ReportNot Started
Loan CommitmentNot Started
456 Oak Street
Michael Torres$1,150,000Close: TBD
ListingListed
Transaction Progress20%
Milestones
Listing AgreementMar 8
PhotographyMar 10
MLS LiveMar 14
Open HouseMar 22
Offer ReviewTBD
ClosingTBD
Documents
Listing AgreementSigned
Disclosure PackageIn Review
PhotographyCompleted
MLS ListingPending