Never Miss a Deadline
Again.
PREP auto-generates the right checklist the moment a deal reaches a new stage. Due dates sync to Google Calendar. Tasks assign to the right person. Nothing falls through the cracks.
The right checklist, at the right stage, automatically
Build checklist templates once and PREP handles the rest. When a transaction is created or advances to a new stage, PREP evaluates which templates apply and generates the correct task list without any manual setup.
Templates are configured with trigger conditions: on deal creation, or when a deal reaches a specific stage such as Under Contract, Inspection, or Appraisal. Different templates apply to buyer transactions, seller transactions, and dual representation so your checklists always match the type of deal on your desk.
- Trigger on deal creation or any specific pipeline stage
- Separate templates for buyer, seller, and dual-rep transactions
- Duplicate prevention: PREP will not create the same checklist twice
- Attach checklists to transactions, offers, and agreements
Everything a transaction coordinator needs
Purpose-built for the way real estate transactions actually flow.
Google Calendar sync
Due dates on checklist tasks sync directly to Google Calendar. Reminders arrive before deadlines, not after.
Role-based task assignment
Assign tasks to agents, transaction coordinators, or assistants. Everyone sees exactly what they need to do.
Stage-triggered automation
Configure templates to trigger on deal creation or when a deal advances to a specific stage. Zero manual effort.
Customizable templates
Build templates once with your preferred tasks, due dates, and role assignments. Reuse them across every deal.
Progress tracking
See completion percentage at a glance. Overdue tasks surface automatically so nothing gets buried.
Linked to your deals
Checklists attach to transactions, offers, and agreements. Context is always one click away.
Three steps, then it runs itself
Set up your templates once. PREP handles every deal from there.
Build your checklist template
Add tasks, set relative due dates, and assign each task to a role. One template covers every deal of that type.
Set the trigger condition
Choose when the checklist fires: on deal creation, or when a transaction reaches a specific stage like Under Contract or Inspection.
Checklists generate automatically
As deals progress, PREP evaluates templates and generates the correct checklist. Due dates appear in Google Calendar. Tasks land with the right person.
Transaction checklists that keep everyone on track
Every deal in PREP can carry one or more active checklists. When a transaction advances through your pipeline, the corresponding template fires and the new task list appears immediately, pre-populated with tasks, due dates, and role assignments.
Overdue and upcoming tasks are surfaced directly in the checklist view, so a transaction coordinator can scan their entire workload in seconds. Progress percentages let you see which deals need attention without opening each one.
- Due dates flag as urgent when the deadline is within 48 hours
- Progress bar gives a quick read on each deal's completion status
- Checklists are linked directly to the transaction, offer, or agreement they belong to
- Every task completion is logged in the entity activity history for compliance
See what else PREP can do
Ready to automate your
transaction checklists?
Start free. Build your first checklist template in minutes. PREP takes it from there.