Pull every deadline out of a signed purchase agreement into a dated checklist for you, the client and the lender: AI agent prompt
Missed contingency and closing deadlines are one of the costliest mistakes in a transaction. This prompt reads the accepted offer and addenda and builds a dated checklist (inspection, financing, appraisal, title, walkthrough, closing) with who owns each step and the clause it came from, so you can check it against the contract.
OperationsReal estatebeginnerThe prompt
Here is the accepted purchase agreement and any addenda: [upload or paste]. Acceptance (effective) date: [date]. My side: [buyer / seller]. List every deadline and time period in the documents: earnest money, inspection, repair request and response, financing/loan commitment, appraisal, title review, HOA documents, insurance, final walkthrough, closing and possession. For each give: the deadline as a calendar date (show how you counted: calendar vs business days, and what the contract says about weekends and holidays), the clause or paragraph number, who is responsible (me, client, other agent, lender, title/escrow), and what happens if it's missed. Put them in date order as a table, then write a short email to my client listing their own next 3 actions. If a clause is unclear or a date can't be calculated, say so instead of guessing. I will check every date against the contract.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.
Works with: ChatGPT, Claude, Gemini, your CRM (Follow Up Boss, kvCORE, HubSpot), Google Calendar, Dotloop, SkySlope
Featured in: Free AI agent prompts for small business (beginner-friendly) · AI prompts for writing SOPs, reports, policies and checklists · ChatGPT prompts for real estate agents: listing descriptions, lead follow-up and open houses
Before you use it: what to check
Check yourself
- Anything legal, tax or compliance-related is a first draft for a qualified person to check. It is not professional advice, and clause references and deadlines must be checked against the source.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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