Setting up a checklist on a deal
Open any deal and click the Closing tab. If nothing has been set up yet, click Set up closing checklist and fill in:- Transaction type — Purchase, Sale, or Lease.
- Template — a matching template from your org’s library, or Blank checklist to start with no milestones and build your own.
- Closing date — the date the transaction closes.
closing date + offset (some milestones fall before closing, some on or after it), and the checklist appears grouped into Before closing and After closing sections with a progress bar showing how many milestones are done.
A deal can only have one closing checklist. Once you’ve created one, the closing date and template selection are locked in — there’s currently no way to edit the closing date or delete the checklist to start over. Choose your closing date carefully before creating the checklist.
Default templates
The first time anyone in your organization opens the template picker, Winnerr automatically creates two starter templates:| Template | Transaction type | Milestones |
|---|---|---|
| Standard Purchase Closing | Purchase | 15, including home inspection, financing and inspection contingency deadlines, appraisal, title search, insurance, final walkthrough, closing/signing, and keys transferred |
| Standard Sale Closing | Sale | 13, including inspection and appraisal contingency deadlines from the buyer’s side, repair negotiations, payoff statement, seller disclosures, final walkthrough, and closing/signing |
There’s no template editor yet — you can’t create, rename, or customize a template from the app. The two default templates above are the only seeded options today; picking Lease as the transaction type has no matching default, so you’ll only see Blank checklist. A template-builder UI is planned but not shipped.
Working the checklist
Each milestone shows its category, due date, and status:- Check the box to mark a milestone Done. This stamps who completed it and when.
- Skip a milestone that doesn’t apply to this deal — skipped items are struck through and excluded from being flagged as overdue.
- Anything left Pending past its due date is flagged Overdue in red, both on the checklist and anywhere it rolls up (see below).
Closings at risk
Brokerage admins get an org-wide rollup of at-risk closings on the Team Health page (an admin-only page, linked from the sidebar). The Closings at risk card lists every deal with a pending milestone that’s either overdue or due within the next 3 days, grouped by deal and linking straight back to that deal’s Closing tab.“At risk” only looks at pending milestones — items marked Done or Skipped never show up here, no matter how close (or overdue) their due date was.
Related
- Deal Detail — where the Closing tab lives alongside Overview, Timeline, Documents, and Contacts.
- Locker — deadlines extracted from signed documents (closing date, condition waivers, deposit due date). This is a separate obligations feed from the closing checklist; the two aren’t wired together yet.