Operations
Transaction checklists: let AI hold the boring list
Deals rarely die from one big mistake — they die from a small deadline nobody held. The fix is a checklist built from your own history, not a guru's template.
Build it once
- Take your last three closed files and list every dated task: inspections, appraisal, title, HOA documents, contingencies, walkthrough, funding.
- Feed that list to your AI tool and ask it to structure it as a reusable template with [days from acceptance] placeholders.
- Add the two tasks that nearly burned you. Those are the most valuable lines on the list.
Use it per deal
Paste the template plus the new contract's key dates and have the tool generate this deal's dated checklist. Then verify every date against the signed contract yourself — dates are facts, and facts are always yours to check (see the disclosure guide). The tool holds the list; you hold the responsibility.