Contract Milestone Tracker
Never miss inspection, appraisal, financing, or closing deadlines
Contracts have a dozen deadlines and a dozen parties. This recipe extracts key dates, builds a milestone plan with reminders and escalation, and keeps everyone — buyer, seller, lender, title — on the same page.
INGREDIENTS
PROMPT
Create an OpenClaw recipe that builds a full milestone plan when a transaction goes under contract: - Extract key dates: inspection, appraisal, financing contingency, title, closing - Create tasks with reminders at T-7, T-3, T-1 and escalation on overdue - Auto-invite parties to appointments; request missing info (e.g., lender contact) - Send a client-friendly "what happens next" timeline - On amendments: re-sync all tasks, events, and notifications automatically - Route ambiguous deadlines to human review Buyer email subject: "Your purchase timeline: next 2 weeks" My transaction tool is: [Dotloop / SkySlope / other] My CRM is: [your CRM]
How It Works
When a transaction goes under contract, this recipe creates a standardized
milestone plan: inspection, appraisal order, financing contingency, title/escrow
milestones, and closing date. Each milestone gets reminders at T-7, T-3, and T-1.
If a milestone isn't marked complete by its cutoff, it escalates. When dates change
via amendment, everything re-syncs automatically.
What You Get
- Auto-generated milestone plan based on transaction type
- Reminders at T-7, T-3, and T-1 for each deadline
- Escalation when milestones are overdue or prerequisites are missing
- Client-friendly "what happens next" timeline email
- Auto-invites to key appointments (inspection, appraisal, closing)
- Amendment handling: date changes re-sync all tasks, events, and notifications
Setup Steps
- Connect your transaction management tool, calendar, and messaging
- Define milestone templates per transaction type (purchase, sale, lease)
- Set reminder windows and escalation rules
- Add your party roster template (buyer, seller, agents, lender, title)
- Customize the client timeline email
Tips
- Never guess on missing or ambiguous deadlines — route to human review instead
- Only create milestones from the executed contract, not backup offers
- Send the client timeline email within 24h of going under contract
- When dates change, notify all parties immediately (don't batch)
- Use this alongside the Inspection & Appraisal Coordinator recipe for full coverage