Do you run each deal from a checklist with automatic deadline reminders?

Transaction tools like dotloop or SkySlope fill in forms, collect e-signatures and remind you and the other parties before each deadline.

How to automate it

How to automate “fill in contracts, disclosures and transaction paperwork”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

60 min

typically, a few times a week

50%

of the time can be automated

Some setup

to set up

Fix 1 of 2

Software featureBest fix

Run every deal from a transaction checklist with e-signature

Transaction tools fill forms from the deal details, collect e-signatures, and track every deadline with reminders to you and the other parties.

Typically saves about 40% of the time2 h to set up

1Use your brokerage's transaction tool (dotloop, SkySlope, Lone Wolf Transact or Brokermint).
2Build one checklist template for buyers and one for sellers, with all deadlines.
3Fill forms from the deal profile instead of retyping names and addresses.
4Turn on deadline reminders and share the timeline with the lender and title.

Tools: dotloop · SkySlope · Lone Wolf Transact · Brokermint · DocuSign

Fix 2 of 2

Have AI pull the key dates and terms out of a contract or lease

Upload the contract and AI lists every deadline, contingency and key term in a table, which you check against the document. It is a helper, not legal advice.

Typically saves about 40% of the time5 min to set up

1Upload the signed contract or lease to an approved AI assistant (remove details your brokerage says not to share).
2Use the prompt below.
3Check every date against the contract.
4Put the dates into your transaction tool or calendar.

Prompt to copy

From the attached [PURCHASE CONTRACT / LEASE], list in a table: every deadline with the exact date (calculate from the acceptance date [DATE] if needed), contingencies, earnest money, who pays what, and any unusual clauses. Quote the section number for each. Mark anything unclear as [CHECK]. This is to help me organize, not legal advice.

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

Quick wins

Have you tried…

Do you run each deal from a checklist with automatic deadline reminders?: Transaction tools like dotloop or SkySlope fill in forms, collect e-signatures and remind you and the other parties before each deadline.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Real estate agent

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