Dashboard

Tutorials & Guides

Learn how to use Theo

R
Robyn Brister
robyn@closingtimesolutions.com
Theme

Critical

0
No critical items

High Priority

0
No high priority items

Standard

0
No standard items

⏳ Pending Your Approval

0
No pending submissions

Wizard Approvals

0
No pending wizard approvals
1
Onboarding
1A
Pre-Market
1B
Active
2
Pre-Contract
3
Accepted
4
EMD
5
Investigations
6
Finance
7
Clear to Close
8
Post-Close

Active Challenges

0
No active challenges

Closing This Week

0
No closings this week

Tasks Due Today

0
No tasks due today

Key Dates

0
No upcoming key dates

All Transactions

All Agents
All Statuses
Address Type Status Agent Close Date Days Actions
Loading transactions...

All Properties

Address Type Status Agent Close Date Commission Actions
Showing 0 of 0 contacts | Page 1 of 1 | Per page: |
|
|
Loading contacts...

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
Loading...

January 2026

Google
Milestones
Contingencies
Disclosures
Tasks
Sun
Mon
Tue
Wed
Thu
Fri
Sat
0 events

Loading...

-- -- --
Transaction Info
0Total
0Pending
0Done
0%
Loading stages...

Current Stage Tasks

Drop files here or click to upload
PDF, DOC, JPG, PNG up to 25MB
No documents uploaded yet

Quick Send Templates

Sent Emails

No emails sent for this transaction

Utility Collection

Client Intake Requests

Key Dates