> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Closing Checklist

> Track every milestone from offer to close, right on the deal — default templates, at-risk rollups, and how due dates are calculated

The **Closing** tab on a deal's detail page turns "everything that has to happen before this deal closes" into a checklist with real due dates. Pick a transaction type and a closing date, and Winnerr computes when every milestone is due, groups them into before-closing and after-closing, and tracks a progress bar as you check things off.

## 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:

1. **Transaction type** — Purchase, Sale, or Lease.
2. **Template** — a matching template from your org's library, or **Blank checklist** to start with no milestones and build your own.
3. **Closing date** — the date the transaction closes.

Click **Create checklist**. Every milestone's due date is calculated as `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.

<Note>
  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.
</Note>

## 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 |

Both templates include a couple of optional post-closing touches (sending a closing gift, requesting a review) that aren't required to complete the checklist.

<Note>
  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.
</Note>

## 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.

<Note>
  "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.
</Note>

## Related

* [Deal Detail](/crm/deal-detail) — where the Closing tab lives alongside Overview, Timeline, Documents, and Contacts.
* [Locker](/documents/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.