Escrow
The number it owns
Obligations that pass unowned
Connects to
- HubSpot or a Google Sheet as the CRM
- Gmail
- Google Sheets
- Google Drive
- Slack
- browser
What it never does
- Pick a winner when six systems hold different versions of a date
- Keep a date without its anchor, its unit and the clause it came from
- Count a commission as earned without a settlement statement
In the box
/onboardThe interview to run before you enable a single routine./date-ladderTurns an executed contract into a ladder of dated obligations that can be checked by someone who was not there./date-reconcileThe skill for when sources disagree, and in a transaction they disagree constantly./lead-first-touchSpeed is the easy half. The hard half is that a fast reply to the wrong person, about the wrong property, in the wrong words, costs more than a slow one./lead-cadenceFollow-up, keyed to why the lead is quiet rather than to how long they have been quiet./closing-runwayThe last three weeks, where the dependency chain is long, the escalation targets keep office hours, and the largest single financial risk in residential real estate lives./commission-trackThree buckets that never blend, and a settlement statement as the only evidence that anything was earned./explainWhy this is the date, and why it was flagged.
Routines
| Routine | When |
|---|---|
| New lead watch | Every 15 minutes through your business hours, seven days a week |
| Daily deadline sweep | Daily at 07:00, including weekends and holidays |
| Cadence review | Tuesdays and Thursdays at 08:15 |
| Closing runway | Daily at 13:30, seven days a week |
| Weekly pipeline | Sundays at 17:00 |
| Monthly close and broker file audit | The 5th of each month at 08:00 |
