My Closing Timeline | Free Florida Realtor Closing Planner

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YOUR NEXT STEPS, AT A GLANCE

MyClosingTimeline STEP 2 · CONTRACT TASKS

AFTER YOUR OFFER IS ACCEPTED

Your Contract. Your Dates. Your Closing.

Keep deposits, inspections, financing, association requirements and closing milestones organized in one editable timeline. Enter the dates and terms from your signed contract below.

Enter the effective date to calculate deadlines from days, or enter a due date directly on each task. The preview updates instantly. Tasks sort by date when you leave a task.

CONTRACT DEADLINES & BUYER OBLIGATIONS

Buyer’s Contract Timeline

Track the buyer’s required actions and deadlines from the Effective Date through Closing. Both buyer and agent can follow deposits, inspections, financing and other contract milestones.

STEP 1 · START HERE Transaction details

Property addressAgent nameClient (optional)Representation

STEP 2 · CONTRACT DEADLINESEnter the Effective Date and Closing Date, then review each buyer obligation and its due date.

Add task creates another contractual milestone above. Choose a task, enter its days and select the calculation base under More information & options. Dates will calculate from Effective Date or Closing Date, as applicable. The checklist below contains separate follow-up reminders.

More options

Contract form for deadline guidancePurchase typeNotes

CLOSING COORDINATION & FOLLOW-UP

Closing Success Checklist

Keep your closing on track with client communications, lender and title follow-ups, association approvals, document requests and other day-to-day actions.

PRO preview only. Step 3 daily follow-up management, editable reminders, alerts and saved closing history require a paid account. The free Step 2 contractual timeline remains available above.

Personal reminder

ReminderDate

Add a reminder, then choose Update & Sort to arrange all checklist rows by date. Click a personal reminder to edit it.

Overdue Today Tomorrow Upcoming Done

STEP 3 · DAILY FOLLOW-UP CHECKLIST

Add, edit, sort and complete your daily checklist here.

PRO WORKSPACE · INTERACTIVE FEATURE TOUR

Explore All 40 Step 3 Tasks

Complete Step 3 task list. This is a read-only illustration; none of the sample values is linked to your contract.

Closing Success Checklist · 40 Suggested Tasks

#	Task / reminder	Days	Reminder date	Date type	When	Status	Alert	Done ✓
1	Send client congratulations email	0	Example only	effective	after	Sample	—	—
2	Update brokerage transaction system to Pending	0	Example only	effective	after	Sample	—	—
3	Retrieve missing documents / signatures as required	0	Example only	effective	after	Sample	—	—
4	Confirm applicable property disclosures received	0	Example only	effective	after	Sample	—	—
5	Send transaction timeline email to client	0	Example only	effective	after	Sample	—	—
6	1st deposit — deliver or confirm earnest money receipt	1	Example only	effective	after	Sample	—	—
7	Review occupancy / leases and applicable notice period	2	Example only	effective	after	Sample	—	—
8	Confirm appraisal ordered by lender	2	Example only	effective	after	Sample	—	—
9	2nd deposit — deliver or confirm earnest money receipt	5	Example only	effective	after	Sample	—	—
10	Order survey	5	Example only	effective	after	Sample	—	—
11	Verify all title work is complete	20	Example only	effective	after	Sample	—	—
12	Confirm repair negotiations	20	Example only	effective	after	Sample	—	—
13	Send termite report to title and lender	20	Example only	effective	after	Sample	—	—
14	Verify appraisal has passed	20	Example only	effective	after	Sample	—	—
15	Lease information — obtain tenant estoppel letter	10	Example only	closing	before	Sample	—	—
16	Deliver or confirm lender clear to close	7	Example only	closing	before	Sample	—	—
17	Confirm closing time with title	7	Example only	closing	before	Sample	—	—
18	Send final walkthrough and closing email to client	7	Example only	closing	before	Sample	—	—
19	Purchase closing gift / thank-you card	7	Example only	closing	before	Sample	—	—
20	Verify condo association approval	5	Example only	closing	before	Sample	—	—
21	Title evidence and insurance	5	Example only	closing	before	Sample	—	—
22	Ensure no additional amendments are required	3	Example only	closing	before	Sample	—	—
23	Submit final documents to brokerage compliance	1	Example only	closing	after	Sample	—	—
24	Update brokerage transaction system to Closed	1	Example only	closing	after	Sample	—	—
25	Introduce buyer, seller, lender and settlement contacts	0	Example only	effective	after	Sample	—	—
26	Confirm all parties received executed agreement	0	Example only	effective	after	Sample	—	—
27	Confirm deposit receipt with escrow holder	2	Example only	effective	after	Sample	—	—
28	Schedule property inspections as applicable	3	Example only	effective	after	Sample	—	—
29	Follow up on inspection results and questions	7	Example only	effective	after	Sample	—	—
30	Coordinate agreed repair access and updates	10	Example only	effective	after	Sample	—	—
31	Confirm insurance application and coverage progress	10	Example only	effective	after	Sample	—	—
32	Check title or escrow outstanding requirements	14	Example only	effective	after	Sample	—	—
33	Follow up on appraisal appointment and access	14	Example only	effective	after	Sample	—	—
34	Review loan conditions with lender contact	10	Example only	closing	before	Sample	—	—
35	Confirm association documents or approval if applicable	10	Example only	closing	before	Sample	—	—
36	Check survey requirements with settlement team	10	Example only	closing	before	Sample	—	—
37	Confirm settlement statement review with parties	4	Example only	closing	before	Sample	—	—
38	Verify wire instructions independently by trusted phone number	3	Example only	closing	before	Sample	—	—
39	Schedule and coordinate final walkthrough	2	Example only	closing	before	Sample	—	—
40	Confirm funds, signing, keys and possession coordination	1	Example only	closing	before	Sample	—	—

40 suggested tasks in the planned PRO checklist. Customize task names, dates, notes and alerts for any U.S. state. Dates are not legal deadlines unless confirmed against the signed agreement.

Today & Tomorrow · PRO Example

Due Today · Sample

Lender follow-up Pending

Inspection scheduling Done ✓

Tomorrow · Sample

Association status check Upcoming

Title company follow-up Upcoming

PRO is planned to include saved closings, editable reminders, task status, audit notes, follow-up history and archiving. Secure accounts and payments are not active yet.

Explore PRO Closing Credits · $20 / $35 / $80

PRO EXCLUSIVE · STEP 3 SAMPLE

Step 3 contains 40 administrative follow-up tasks — lender calls, title and escrow coordination, HOA checks, document requests and closing preparations. These are separate from the contractual deadlines in Steps 1 and 2.

Open the complete Step 3 checklist in a sample window · No real closing dates

Task / reminder	Reminder date	Status	Alert
Follow up on outstanding lender conditions	PRO demo	Pending	Sample
Verify condo association approval	PRO demo	Upcoming	Sample
Confirm closing time with title	PRO demo	Upcoming	Sample
Purchase closing gift / thank-you card	PRO demo	Done	Sample

🔒 UNLOCK STEP 3 WITH PRO40 follow-up tasks, daily reminders & transaction historyExplore PRO plans · $20 / $35 / $80

Illustration only. No live dates, customer information, editing, printing or report export from this preview. Paid accounts and checkout are not available yet.

Task / reminder Click to edit ✎	Days	Reminder date	Date type	When	Status	Alert	Done ✓

Use the deadlines in your signed contract. Weekend, holiday and notice rules may affect dates.

Transaction follow-up · Live status

Review completed, overdue and upcoming milestones. Tracking is temporary in this free preview.

Professional daily follow-up · Planned PRO features

For $20 per transaction, the future secure workspace will retain transactions and offer optional daily notifications. These functions are not active yet.

Daily checklist

Open saved transactions and see what's done, due today, overdue or coming soon.

Email & text alerts

Optional reminders sent only after opt-in, with adjustable lead time and notification settings.

Priority colors

OVERDUE! DUE TODAY DONE! Clear visual indicators by deadline.

Planned only. No automatic alerts, texts, payments, or server-side saving are enabled in this free prototype.

Understanding your closing timeline

Florida transaction guide — always verify your signed contract.

1. Contract & escrow

Confirm effective date, deposits and escrow instructions.

2. Inspection period

Coordinate inspections and written notices.

3. Financing & appraisal

Track lender conditions and appraisal when applicable.

4. Title & insurance

Review title matters, liens, survey and insurance.

5. HOA & condominium

Check applications, approvals and documents.

6. Final preparations

Track disclosures, walkthrough, funding and closing.

Important: Planning information only, not legal advice. Contract terms, addenda and applicable rules control deadlines and extensions.

Further reading: HAR.com — What is a Closing Timeline? (external website).

Choose how you work

Free Timeline$0

Create, calculate, preview, print and prepare email. Available now.

Professional Workspace$20 / transaction

Planned: private accounts, saved transactions, daily follow-up and optional alerts. Not available yet; no payment collected.

Closing Guide →Realtor Tools →Buyer & Seller Resources →Future Pro tracking · $20 per transaction →Florida Costiera ↗OceanFL Guides ↗

Free preview only. The Pro account, secure storage, payments, recurring reminders and SMS notifications are not yet available. Extensions require the actual contractual conditions and applicable notices; this planner does not grant an extension.