CorePortal
Dashboard
Documents
Messages
2
Activity
Property
R
Robert
Home
/
Dashboard
Welcome back, Robert
Track your property transaction in real-time. Your closing is on schedule for March 15, 2025.
Last 30 days
Message Agent
Property Value
$485,000
Under contract
Days to Closing
30
On schedule
Tasks Complete
5/8
62% complete
Docs Needed
3
Action required
Transaction Progress
Step 4 of 7
Offer Accepted
Jan 28
Inspection
Feb 5
Appraisal Ordered
Feb 8
4
Appraisal Review
In Progress
5
Loan Approval
~Feb 22
6
Clear to Close
~Mar 8
7
Closing Day
Mar 15
You have 1 unread message
Sarah Mitchell sent you an update about the appraisal status
View Messages
Before Your Closing
5 of 8 complete
Sign purchase agreement
Completed Feb 2
Done
Upload proof of funds
Completed Feb 4
Done
Schedule home inspection
Completed Feb 3
Done
Review inspection report
Completed Feb 7
Done
Submit insurance binder
Completed Feb 10
Done
Upload homeowner's insurance
Due by Feb 20
Urgent
Review appraisal report
Available within 48 hours
Pending
Confirm closing date & location
Due by Mar 1
Upcoming
Your Agent
SM
Sarah Mitchell
Licensed Real Estate Agent
Keyes Real Estate
Call
Email
Message
Recent Activity
View all
Sarah Mitchell
sent you a message about the appraisal
Today, 2:30 PM
Milestone completed:
Appraisal Ordered
Feb 8, 10:00 AM
Inspection Report
was uploaded to documents
Feb 7, 4:45 PM
Task completed:
Submit insurance binder
Feb 10, 3:20 PM
View all activity
Quick Actions
Upload Docs
Full Timeline
Message Agent
FAQs & Help
2