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Operations
Transaction Timeline & CTC Checklist
From contract to close — every date, every owner, in one document.
When to use it
Use right after going under contract to generate a timeline of every deadline, who owns each task, and the exact day each thing should happen.
The prompt
Generate a complete transaction timeline and contract-to-close checklist.
Contract details:
- Property: {Property address}
- Buyer: {Buyer name}
- Seller: {Seller name}
- Effective date (contract executed): {Effective date}
- Contracted close date: {Contracted close date}
- Inspection period (in days): {Inspection period (days)}
- Financing contingency deadline (in days): {Financing contingency (days)}
- Title / option fee deadlines: {Title / option deadlines}
- Lender: {Lender}
- Title company: {Title company}
- My role (buyer's agent / listing agent): {Your role}
Deliverables:
1. A day-by-day timeline from effective date to close, showing exact calendar dates, with each task labeled by owner: BUYER / SELLER / LENDER / TITLE / ME
2. A separate 'critical date alerts' list — days I MUST send a reminder to my client (e.g., 2 days before option period ends)
3. A short status email template I can send to my client every Friday during the transaction (max 120 words)
4. A red-flag list of three deadlines that, if missed, can blow up the deal — and what I should do if any of them slip
Format: clean markdown tables. No prose between sections.Fill in your details
Type your details below — the prompt above updates as you type. Then copy it.
Pro tips
- Paste the timeline directly into a shared Google Doc with the client — beats a PDF every time.
- Set the 'critical date alerts' as calendar events the moment you generate them — don't trust your CRM.
- Re-run this prompt if any deadline shifts — the cascade is rarely obvious.
All prompts are free to copy and modify. Tested across ChatGPT, Claude, and Gemini. Customize the variables to fit your market, brand voice, and client.