Dashboard

Tutorials & Guides

Learn how to use Theo

R
Robyn Brister
robyn@closingtimesolutions.com
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High Priority

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Standard

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Pending Intakes

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Wizard Approvals

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Active Challenges

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Closing This Week

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Tasks Due Today

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Key Dates

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All Transactions

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All Properties

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Potential Duplicates

Review potential duplicate contacts below. Merge them to consolidate information or mark as "Not a Duplicate" to dismiss.

Tasks

Reports

Transaction Summary

Full transaction snapshot with contacts and milestones

Milestone Report

Progress tracking across all transactions

Commission Demand

Formal payment request document

Agent Report

Portfolio summary by agent

Settings

Rejected Plans

Audit trail of rejected wizard approvals

0 rejected plans
Property Address Request Summary Rejected Date Rejected By Reason Actions
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January 2026

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Transaction Info
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Current Stage Tasks

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Quick Send Templates

Sent Emails

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Utility Collection

Client Intake Requests

Key Dates