Signed offer conditions tracker: financing and survey deadlines with escalation

Outcome. Every signed offer carries two deadlines, the mortgage and the survey, and nobody discovers on the closing day that one of them was never confirmed.

Workflow map Enrollment, branches and actions at a glance real-estate-003

flowchart TD
    A[Deal enters Offer accepted] --> B{Both deadlines filled?}
    B -->|no| C[Task to fill them, notify administrator]
    B -->|yes| D[Set both statuses to pending]
    C --> D
    D --> E[Task: mortgage application in, 2 days]
    D --> F[Task: book the survey, 5 days]
    E --> G[Daily scheduled check]
    F --> G
    G --> H{Deadline in under 10 days and still pending?}
    H -->|yes| I[Chase task, deal risk set]
    H -->|no| J{Deadline passed and still pending?}
    J -->|yes| K[Alert the branch manager, decision task]
    J -->|no| L{Both conditions in a good state?}
    L -->|yes| M[Stamp cleared date, move to Conditions cleared]
    L -->|no| N{Refused or failed?}
    N -->|yes| O[Task and manager alert, stage untouched]
    N -->|no| G

When to use it, when not to

• UseUse it when a signed offer or preliminary contract holds conditions that expire on a date, and the sale falls apart if that date passes without a decision.
• UseUse it when the chase is spread across an agent, an administrator and sometimes a broker, so the reminder has to come from the system rather than from whoever remembers.
• SkipDo not use it for cash purchases with no conditions. Set both status fields to Not applicable at the stage change and skip the rest.
• SkipDo not treat it as legal advice on deadlines. The workflow reminds people of the date on file. Someone has to put the right date there, and step 1 is about making that impossible to forget.