Total Tasks
6
Across the transaction
Shared Responsibilities
Tasks
Review the work assigned to you and the other members of your transaction team. Task updates are saved on this device.
Your Priority
Attend home inspection
Due August 5
Completed
1
Finished tasks
In Progress
1
Currently active
Assigned to You
3
Client responsibilities
Shared Accountability
Action Items
Every task has a clear owner, deadline, status, and expandable notes area for transaction collaboration.
Progress
25%
Completed
1
In Progress
1
Not Started
2
Your Tasks
2
1 of 4 tasks completed3 remaining
Review inspection appointment
CompletedConfirm the inspection date and property access instructions.
Owner
Realtor
Due date
August 3
Attend home inspection
In ProgressYour TaskAttend the inspection and ask questions about the condition of the property.
Owner
Client
Due date
August 5
Upload proof of funds
Not StartedYour TaskProvide the latest proof-of-funds document for the transaction record.
Owner
Client
Due date
August 6
Review inspection report
Not StartedReview the report and identify any repair concerns.
Owner
Realtor
Due date
August 7
Task changes update the shared transaction and activity history. Notes are stored separately and remain attached to the selected task.