Transaction Timeline and Data Entry

To expedite the entry of transaction time line events when a buyer/seller offer has been accepted, it would be great if we could in settings create a template of events that would default to due dates "x" number of days after contract acceptance date.

So for example, the template would could be set up to include the following fields: Acceptance Date, Deposit Due, Seller Docs Due, Buyer Docs Due, Inspection Contingency Due, Docs Contingency Due, Appraisal Contingency Due, Loan Contingency Due, Final Walk Through, Close of Escrow, etc.

Via a user default setting, you could set up each key event and what the contract default due dates are based on the number of days they are due, after acceptance. So in set up I'd have the deposit due in three business days, the appraisal, loan and docs review in 17 days, and so on. And, each event could have it's own setting for how the reminder will trigger, and maybe even an associated email or text that would be sent to the client or agent.

When the agent applies the template to a buyer/seller contact, (s)he could for that particular client modify the "days due" defaults to adjust for any changes outside of what contract default days were.