Real Estate Transaction Milestone Tracker

Buying or selling a home involves dozens of moving parts, strict deadlines, and coordination between agents, lenders, inspectors, attorneys, and escrow officers. Miss one deadline and you could lose earnest money, derail financing, or watch a deal fall apart entirely.

This Real Estate Transaction Milestone Tracker gives real estate agents, brokers, transaction coordinators, and their clients a single, organized form to capture every critical date and checkpoint from offer acceptance to closing day. Instead of juggling emails, spreadsheets, and sticky notes, you'll have one clean record of inspection contingencies, appraisal deadlines, financing milestones, title work, final walkthroughs, and closing logistics.

The form works for both buy-side and sell-side transactions, residential or commercial, and adapts to different transaction structures through conditional fields. Once submitted, you can use Stepper to automate task reminders, send calendar invites to all parties, trigger follow-ups when deadlines approach, or update your CRM and transaction management software—keeping everyone on the same page without manual busywork.

Perfect for real estate professionals managing multiple transactions simultaneously, or for buyers and sellers who want clarity and peace of mind during one of the largest financial decisions of their lives. With Paperform's payments and eSignature features via Papersign, you can also collect earnest money deposits or route agreements for signature, creating a complete transaction hub that scales with your team.