Under Contract Checklist
Mutual acceptance through closing
Register or manage agents to add names and emails to this list. Use “Custom email” for a one-off address.
Weekly email summary
When enabled, the server sends a recurring email listing incomplete under-contract tasks due in the next 7 days across your active files. Timing uses WEEKLY_DIGEST_TZ and UNDER_CONTRACT_WEEKLY_CRON on the server (defaults: Monday 8:00 a.m. Pacific).
Outgoing email is not configured on the server (SMTP_HOST, etc.). Until SMTP is set up, no automated messages can be sent.
Separate multiple addresses with commas. You may leave this blank only if the server defines UNDER_CONTRACT_WEEKLY_SUMMARY_EMAIL.
Roadmap & schedule
Set target close to back-fill suggested due dates, then scan the timeline below. Each row is a checklist task; the ★ marks the due date (your date or suggested from close). Fine-tune dates in the checklist section.
Milestone dates sync to Agent Today as reminders (and appear on the client timeline after refresh).
Set a target close date here or enter due dates on tasks below to see the roadmap.
Custom tasks
Add your own tasks for this transaction. They are saved with the selected customer and appear in the checklist and roadmap below (set a due date on each task as needed).