App builder

Run each deal on a closing tracker
that counts every contingency deadline.

Describe how your transactions run and Netiva’s AI agent builds a web app for contract dates, missing documents and everyone involved in the deal — with a live preview and code you own.

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Starter prompt

Build a closing tracker web app for a freelance transaction coordinator who handles files for six agents. Each transaction stores the address, side, financing, year built, acceptance date and closing date. When I open a file, create deadlines for earnest money, inspection, appraisal, loan and HOA review, each with a day count in calendar or business days, and copy a document checklist from a template, adding the lead-based paint disclosure for homes built before 1978. List every party with role, company, email and phone. Show a deadlines screen for the next seven days, overdue first. Agents sign in and see only their own files.

Build it in Netiva Paste the prompt into a new workspace and adjust it to your business.
Overview

Who this closing tracker is for

A transaction coordinator can have a dozen files open at once, each with its own acceptance date, inspection period, loan contingency and closing date. Most of that lives in a desk calendar, a spreadsheet and a folder of half-signed PDFs, and a missed contingency deadline can put a buyer’s earnest money at risk. A real estate closing app built with Netiva turns each accepted offer into a file: deadlines counted from the contract, a checklist that shows which documents are still missing and the lender, title officer and other side’s agent with their contact details.

Key features

What your closing tracker can do

  • Deadlines counted from acceptance

    Enter the acceptance date once. Each contingency and milestone gets a due date from the number of days your contract allows, counted in calendar or business days as the form says.

    • Due dates for earnest money, inspection, appraisal, loan and HOA review
    • Calendar or business days, counted from acceptance, closing or the day a document arrives
    • Open, Removed, Waived, Extended and Missed statuses
    • Extensions saved with the new date, and the addendum filed on the checklist

  • A document checklist for each file

    Every new transaction gets a checklist copied from your templates for its side, property and financing, so you can see which disclosures, reports and signed forms are still outstanding.

    • Needed, Requested, Received, Fully signed and Not applicable statuses
    • Lead-based paint items added for homes built before 1978
    • The signed PDF attached to each checklist item
    • A missing-document count on every file card

  • Every party to the transaction

    Buyers, sellers, both agents, the loan officer, the escrow or title officer and the inspector sit on the file with their role, company, email and phone, so nobody digs through old threads for a number.

    • Parties linked to the file and to the documents they owe
    • The other side’s agent and coordinator on the same list
    • A party list filtered by company, so one lender’s files are one tap away
    • Tap to call or email from a phone browser

  • Deadline emails and document requests

    Scheduled emails tell each coordinator and agent what’s due before the day starts, and a request button emails the party who still owes a document.

    • A weekday email of deadlines due in the next three days
    • Overdue items listed first, grouped by file
    • Requests that name the document and its due date
    • Agents sign in and see only their own files
Data model

The collections behind it

Netiva keeps your records in built-in collections. Here’s a starting structure — the agent adapts it to your prompt, and you can change it any time.

Transactions

One record per accepted offer, from contract to close.

  • Property address (required) Text
  • Side (required) Listing, Buyer or Both Text
  • Stage (required) Under contract, Contingencies removed, Clear to close, Closed or Canceled Text
  • Acceptance date (required) The date the contract became binding; most deadlines count from here Date
  • Closing date (required) Update it when an addendum moves closing Date
  • Financing Cash, Conventional, FHA, VA or USDA Text
  • Year built Before 1978 adds the lead-based paint items to the checklist Number
  • Agent (required) The agent on the file, matched to their sign-in Text

Deadlines

Contingencies, review periods and milestones on each file, with the day count the contract sets.

  • Transaction (required) Relation to Transactions
  • Item (required) Earnest money, Inspection, Appraisal, Loan, HOA review, Final walkthrough… Text
  • Counted from (required) Acceptance, Receipt (the day a document arrives) or Closing for items counted back Text
  • Received on For Receipt items: the day the document arrived, which sets the due date Date
  • Days (required) Number
  • Day type (required) Calendar or Business, as the contract defines them Text
  • Due date (required) Worked out by the app; edit it if your form moves weekend dates Date
  • Status (required) Open, Removed, Waived, Extended or Missed; the signed addendum goes on the checklist Text

Checklist items

The documents each file needs. Rows with no transaction are the templates every new file copies from.

  • Transaction Blank on template rows, which each new file copies from Relation to Transactions
  • Document (required) Purchase agreement, Seller disclosure, Inspection report, Title commitment… Text
  • Status (required) Needed, Requested, Received, Fully signed or Not applicable Text
  • Owed by The party who needs to send or sign it Relation to Parties
  • Due by Date
  • File File
  • Received on The day the document came in Date
  • Applies to On template rows: Listing, Buyer, Condo, FHA/VA or Built before 1978 Text

Parties

Everyone involved in a deal, listed on the file they belong to.

  • Transaction (required) Relation to Transactions
  • Name (required) Text
  • Role (required) Buyer, Seller, each agent, Loan officer, Escrow or title officer, Closing attorney… Text
  • Company Text
  • Email Document requests go here Text
  • Phone Text
  • Notes Office hours, an assistant’s name, how they prefer to be reached Paragraph

Required field. Types are Netiva collection field types.

Screens

Pages and screens to start with

A typical first version. Ask the agent for more, or annotate the preview to change any of them.

  • Deadlines

    Every open deadline across all files for the next seven days, overdue items first, with one-tap Removed, Waived or Extended.

    Your team

  • File board

    Open transactions by stage, with the closing date, days left to close, the next deadline and a count of missing documents.

    Your team

  • Open a file

    Enter the address, side, financing, year built, acceptance date and the contract’s day counts; deadlines and the checklist are created from your templates.

    Your team

  • Transaction file

    One deal’s key dates, contingencies and parties on a single page, with the acceptance and closing dates pinned at the top.

    Your team

  • Document checklist

    Items grouped by status, where you attach the signed PDF, mark an item Not applicable or email a request to the party who owes it.

    Your team

  • My files

    An agent’s own transactions only, each with its next deadline and missing documents, laid out for a phone screen.

    Signed-in users
How it works

From prompt to a live closing tracker

  1. Describe your contract’s timeline

    Tell Netiva which contingencies your state’s purchase agreement uses, how it counts days and which documents a file needs. Netiva’s AI agent drafts collections for transactions, deadlines, checklist items and parties.

  2. Build your checklist templates

    List the documents each side’s file needs as checklist rows with no transaction — the templates every new file copies — or ask the collection assistant to draft them for review, then mark the rows that apply only to condos or older homes.

  3. Test it on a live deal

    Open one current file in the live preview and compare each calculated date with the signed contract. Annotate any date that’s off, and Netiva corrects the rule while you watch.

  4. Publish and invite your agents

    Publish in one click, give each agent a sign-in and switch on the weekday deadline email. Every change is checkpointed, so a rule edit that miscounts can be rolled back.

Why Netiva

Netiva vs a traditional build

Building a closing tracker with Netiva compared with a traditional build
Criterion With Netiva Traditional build
Contingency deadlines Due dates worked out from the contract’s day counts and listed across every open file Counted by hand from the acceptance date and written on a wall calendar for each file
Missing paperwork A checklist per file with statuses, attached PDFs and emailed requests to whoever owes an item A paper checklist stapled inside each folder, checked whenever someone opens it
Getting started Describe what you need in chat and watch it take shape in a live preview Hire developers, or stitch together templates, plugins and a hosting plan
Content and data Built-in collections with nine field types, bound straight to your pages Set up and connect a separate database or CMS
Making changes Ask the agent; every change is checkpointed and reversible File a ticket, wait for a sprint, redeploy
Hosting and domain Global hosting and automatic SSL; connect a custom domain from the Starter plan Buy hosting, then install and renew SSL certificates yourself
Code ownership Clean production code you own and can export Locked into a template, plugin or agency setup
Examples

Ways teams use it

  • A freelance transaction coordinator with several agent clients

    Each agent signs in to see only their own files, while the coordinator works one deadlines list across all of them and sends document requests straight from each checklist.

  • A solo agent without a coordinator

    Between showings, the agent checks the weekday email and the file board on a phone. The checklist template keeps a busy month from skipping a disclosure or a signed removal form.

  • A team that sells many older condos

    Files for buildings from before 1978 pick up the lead-based paint items on their own, and HOA resale documents get a review deadline and a request to the management company.

Good to know

Before you build

  • The contract decides the dates

    The tracker counts days the way you set it up. Contract forms differ on calendar and business days, weekend and holiday rules and time-of-day cutoffs, so check each rule against your state’s forms and ask your broker about unclear deadlines. The app doesn’t interpret contracts.

  • Forms and signatures stay in your usual tools

    Netiva doesn’t supply state forms or e-signatures. Prepare and sign documents in the tools your brokerage uses, then attach the signed PDF to the checklist item. If your transaction management provider offers an API, you can ask Netiva to connect it.

  • Lender dates come from the lender

    For most mortgages, the buyer must receive the Closing Disclosure at least three business days before closing, and a new three-business-day wait applies if the APR becomes inaccurate, the loan product changes or a prepayment penalty is added. Track the dates the lender confirms.

  • Your official file still has rules

    Your state and brokerage decide how long transaction records are kept and where. For homes built before 1978, federal rules also require sellers and their agents to keep the completed lead disclosure for at least three years after the sale.

FAQ

Questions about building a closing tracker

How does the closing tracker count contingency deadlines?

Each deadline stores the number of days your contract allows and whether they’re calendar or business days. The app adds them to the acceptance date and shows the result on the file and the deadlines screen. Review periods count instead from the day you enter the document’s arrival, which is how HOA resale packets and the title commitment work. Business-day counts skip weekends and the holidays you list.

Can I use it as a real estate checklist app for every file?

Yes. Keep one template for listing-side files and one for buyer-side files, and the app copies the right items when you open a transaction. Items that apply only sometimes, such as HOA resale documents for a condo or the lead-based paint disclosure for a home built before 1978, are added from the file’s details. Anything that doesn’t apply is marked Not applicable rather than deleted.

What happens in the tracker when both sides sign an extension?

Mark the deadline Extended, enter the new due date and add the signed addendum to the file’s checklist, so anyone opening the file sees why the date moved. If the extension also pushes back closing, update the closing date on the transaction, and deadlines counted back from closing, such as the final walkthrough, move with it.

Can the agents I coordinate for check their files without calling me?

Yes. Each agent signs in and sees only the transactions where they’re the agent on the file, with the next deadline and any missing documents. Netiva builds web apps that open in the phone’s browser, so there’s nothing to install. Ask Netiva to build the coordinator views as a separate part of the app that only your own sign-ins reach, and test with two sample agents in the live preview first.

Can the tracker pull dates from my lender or title company?

Not by default. Netiva apps can call REST APIs with keys stored securely, so if a lender, title company or transaction platform you work with offers an API, you can describe the connection to Netiva. Check that provider’s API documentation first. Otherwise, enter dates such as clear to close and Closing Disclosure receipt as the lender confirms them, and they appear on the file.

If I stop using Netiva, do I keep my closing tracker?

Yes. Netiva generates clean, framework-standard code that you can read, edit and export at any time, with no proprietary runtime. You can start building on the free plan without a credit card; publishing on your own domain needs the Starter plan or higher. See the pricing page for the current plans before you invite your agents.

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Drafted with AI assistance from Netiva’s product pages and reviewed by the Netiva team. Example data models, screens and prompts are illustrative starting points, not customer projects.

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