Part of every LeadAttractor plan.
The Transaction File That Builds Itself On Contract.
The workfile opens the moment a deal goes under contract, deadlines compute off real dates, both deposits are tracked, and an AI reads the executed contract.
How it works
The workfile opens itself
The moment a deal is under contract, its coordination file is created and filled in. You never start one by hand, and access is set per team member.
Deadlines chase themselves
Checklists are grouped by stage and due dates compute off real anchors: ratification, inspection, closing. Overdue tasks flag themselves and the nudges keep coming.
Both deposits, tracked separately
Seller-side and buyer-side earnest money each get their own card with amount, holder, deadline and received status. Eight party roles link back to your CRM.
The contract reads itself
An AI audit reads the newest executed purchase PDF, pulls 17 fields with a confidence read, fills only the empty ones, and flags anything that does not match.
The right people hear from you
Nine internal notifications keep the team on pace. Fourteen one-click external templates go out under your own identity, each one shown to you in full before it sends.
This is for you if
- You are putting deals under contract and coordinating them by memory.
- You are past two deals a month.
- You have lost or nearly lost a deal on a date nobody was watching.
- You want your time back more than you want another tool.
Not for you if
- You are not under contract on anything yet.
- You want a person to coordinate for you. This is software, not a service.
The detail, if you want it
The checklist does the chasing instead of a person.
- Due dates compute from ratification, inspection and closing dates.
- Overdue tasks flag themselves.
- Reminders repeat at 48 hours, 72 hours or weekly.
- A task marked as advancing the deal moves the deal's status by itself.
One ledger instead of a mailbox nobody can search.
- Eight party roles, each linked to your CRM.
- A communication log that merges your notes with the emails that actually delivered.
- A title and escrow panel with company, officer, file number, order and commitment dates, and clear-to-close.
- A curative punch list for whatever title comes back with.
It catches what people skim past, and never overwrites you.
- It reads the newest executed purchase PDF.
- It pulls 17 fields, each with a confidence read.
- It fills only empty fields, so what you typed stays put.
- It flags mismatches for you to settle.
We would rather tell you than let you find out.
- There is no coordination calendar or booking module in this file.
- What exists is the workfile, the deadline engine, the two deposit cards, the title panel, the contract audit and the milestone emails.
- Checklist templates carry lanes for assignment, double-close and flip.
- Multiple contract cycles per property are supported, with older cycles kept read-only.
Questions
Now they run on rails instead of memory. The checklist and the deadlines do the chasing, so one person coordinates far more files from one screen.
Templates carry lanes for assignment, double-close and flip, and every deadline is tunable. You set your process once and it applies to every deal.
It only fills empty fields and flags mismatches. It never overwrites what you entered, and you stay the final word on every field.
No, and we will not pretend otherwise. There is no calendar module here. There is the workfile, the deadline engine, the deposits, the title panel, the contract audit and the milestone emails.
Yes. Access is set per team member, at the page and at the point where anything is written, so a member only sees the files you want them in.
See if you qualify
Takes about 60 seconds. Qualify and you go straight to the calendar.
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