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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.
Recommended model
ChatGPT 5 (any model — this is structured) or latest
Time saved
~60 min per transaction

Fill in your details

Type your details below — the prompt above updates as you type. Then copy it.

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.
Paste it into ChatGPT, Claude or Gemini.

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.

The Assistant manages transaction timelines for you

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