Recipe No. 47 · Operations
Under-contract transaction checklist
When a deal goes under contract, create the deadline checklist (inspection, appraisal, closing) automatically.
- Serves
- Real estate
- Made with
- Make
- Prep (setup)
- ~45 min est.
- Yield
- 2–3 hrs/week saved, est.
- Level
- Intermediate
- Plan needed
- Make: Core from $12/mo per Axis Consulting; a free tier may cover low volume. Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerTrigger
- Step 2Set variables
- Step 3Create tasks/calendar events for each…
- Step 4Always confirm dates against the signed…
- Step 5Test with dummy data, then turn it on and…
Ingredients
- CRM or Google Sheets deal tracker
- Make.com
- Asana/Trello or Google Calendar
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Trigger: deal stage changes to 'Under contract' (CRM module or Sheets 'Watch Rows').
- Set variables: contract date + your contract's deadlines (e.g., inspection period days).
- Create tasks/calendar events for each deadline with the property address.
- Always confirm dates against the signed contract; the automation is a reminder, not legal advice.
- Test with dummy data, then turn it on and review results for the first week.