Deal closing checklist
Give every obligation an owner and a place in the file. Review the next incomplete step without reconstructing the deal.
Transaction Management
Core departmentFrom signed contract to funded, without a single missed deadline.
Keep title, earnest money, due diligence and closing documents on one owned checklist. See the next deadline before it becomes a closing-day surprise.
The problem
When transaction management runs on memory, you pay for the gaps.
- 01
A deadline slips because it lives in a message instead of a checklist.
- 02
A title problem surfaces when everyone expects the deal to close.
- 03
Nobody has one complete view of documents, obligations and funding.
The process
A clear stage. A clear next action.
This is how work moves through Transaction Management in REI Boss. Each stage carries the context the next owner needs.
- 01
Contract Received
Confirm the agreement, parties and critical dates.
- 02
Title Opened
Coordinate title and the closing attorney.
- 03
EMD Tracked
Record earnest money obligations and receipt.
- 04
Due Diligence & Inspection
Track the due-diligence window and property-walk deadlines.
- 05
Clear to Close
Confirm outstanding conditions and documents.
- 06
Closing Scheduled
Put the closing date and coordination in one file.
- 07
Funded
Confirm funding and pass the closing record forward.
What’s inside
The tools belong to the process.
Keep the work and the context together, from the first action to the completed handoff.
Title & attorney coordination
Keep title questions and closing attorney context with the transaction. Escalate blockers before the scheduled close.
Earnest money tracking
Track required earnest money and its receipt. Keep the obligation separate from the confirmation.
Deadline alerts
Bring due dates and countdowns into the work queue. An approaching deadline should be visible to its owner.
Document vault & e-sign
Keep executed documents attached to the transaction. Make the signed version easy to find when the next owner needs it.
Closing calendar
See scheduled closings and their preparation together. Coordinate people around the actual next milestone.
Status update drafts
Prepare seller and buyer updates from the current file. A person reviews and sends them from the outbound system.
Fallout reasons
Record why a deal failed to close. Use the reason in the next operating review rather than losing the lesson.
Seats & ownership
One outcome. A named owner.
These are accountabilities, not a headcount requirement. One person can hold more than one seat; the outcome still needs a clear owner.
Transaction coordinator
Own the checklist, dates, documents and closing coordination.
Department lead
Own escalation, title blockers and readiness to fund.
Finance owner
Receive confirmed funding and reconcile the closing record.
Scoreboard
Review the signals that matter.
A useful scoreboard turns the weekly conversation from opinions into specific questions.
Days to close
Tracked automaticallyDeadlines missed
Tracked automaticallyFallout rate
Tracked automaticallyDeals funded
Tracked automaticallyRevenue funded this month
Tracked automaticallyBOSS AI at work
An informed brief. A human decision.
Your AI Chief of Staff works with transaction management context to surface what needs attention. People own approvals, outreach and commitments.
Flags approaching deadlines and missing checklist context.
Brings unresolved title and document issues into the owner’s brief.
Drafts status updates for human approval and sending.
Summarizes closing blockers so the team can make a decision.
The baton pass
The next team should never start from scratch.
Work comes in
Acquisitions + Dispositions
Signed purchase and assignment agreements establish the obligations.
Transaction Management
The baton goes to
Finance / Renovations / Asset Management
Confirmed funding goes to Finance; owned properties follow the approved rehab or portfolio path.
Trainings
Transaction Management Trainings
Coming soon
Transaction Management: the daily rhythm
Start the day with priorities, owners and the next action.
Coming soon
Run the process
Move work through each stage with clear completion criteria.
Coming soon
Read the scoreboard
Review the signals, surface issues and prepare the next handoff.
Questions, answered