Under-Contract Deadline Tracker

Tracks the contract deadlines of every deal that goes under contract (inspection, appraisal, financing and earnest money) and reminds the right people ahead of each one, so a missed deadline does not kill the deal. Every morning at 8am Eastern it reads deals from your CRM or transaction system (Follow Up Boss or a Google Sheet). A deal not yet tracked gets one row per deadline in the Deadlines tab and you get a "now tracking" email listing its dates; its reminders start with the next run. For each open deadline it then sends reminders at the lead times you set (5, 2 and 1 days before by default) to the parties whose role fits that deadline, looked up in the Transaction Contacts tab: inspection - inspector, co-op agent, client; appraisal - lender, appraiser, co-op agent; financing - lender, co-op agent, client; earnest money - title or escrow, co-op agent, client. You are copied on every reminder, and clients can be left out. A reminder inside the escalation window (2 days by default) for a deadline still open also emails you and your broker, and a deadline that passes while open sends one overdue notice. Each stage is written to the deadline's row before its email goes out, so it is sent once. With Follow Up Boss, each reminder is also added as a note on the deal's contact. Up to 50 emails per run. Spreadsheet tabs, header in row 1: Deadlines (written by the flow): A deal ID, B deal, C deadline, D due date, E status (blank = open; write done or waived to stop reminders), F reminder sent, G reminded on, H client email, I CRM person ID, J added on. Transaction Contacts: A deal ID, B role (e.g. lender, title, co-op agent, inspector, appraiser, client), C company, D name, E email. With Google Sheets as the system, also Deals: A deal ID, B property address, C price, D contract date, E closing date, F inspection deadline, G appraisal deadline, H financing deadline, I earnest money due, J status (blank = under contract; Closed or Cancelled stops tracking), K client email. Setup: create the tabs, connect Google (Sheets and Gmail) and Follow Up Boss if you use it, and set the emails, lead times and escalation window on the setup screen; they land in the Settings node, where you can change them later. Save the flow once after importing it to arm the schedule. Limitations: days are calendar days, not business days. Dates are read once, when a deal is first tracked; if an amendment moves a deadline, edit its due date in the Deadlines tab. Follow Up Boss: deals that entered your Under Contract stage in the last 60 days are read; inspection comes from the Due Diligence key date and earnest money from the Earnest Money key date, while appraisal and financing come from custom deal fields whose names contain "appraisal" and "financing"; Follow Up Boss gives no client email with the deal, so add the client to Transaction Contacts for them to get reminders. No calendar events are created and commissions are not logged.