SynergyIQ Pipeline Timeline
Real Estate Transaction Management Dashboard
Property: 123 Main Street, Anytown, California
Overall Pipeline Progress
100% Complete – Closed on June 25, 2026
May 21, 2026
New Listing
Listing agreement signed with Emily Davis. Property added to pipeline and all stakeholders notified. Aaron Valley (SynergyIQ) assigned as Pipeline Coordinator.
Completed
May 23, 2026
Staging Consultation Scheduled
Olivia White from Staged to Sell scheduled for property consultation to prepare home for market presentation.
Completed
May 24, 2026
Staging Consultation Complete
Staging recommendations and mood board uploaded. Professional photographer and videographer (Alex Green) scheduled for media production.
Completed
May 27, 2026
Handyman Repairs Scheduled
Robert Brown from Precision Home Repairs scheduled to assess and complete minor repairs needed before listing goes live.
Completed
May 30, 2026
Pre-Listing Inspection
Jessica Miller completed comprehensive pre-listing inspection. Report uploaded and shared with all parties for transparency.
Completed
May 31, 2026
Professional Media Complete
High-resolution photos, property video, and 3D tour finalized by Visual Edge Media. Ready for distribution across all marketing channels.
Completed
June 1, 2026
Listing Goes Live
Property officially listed on MLS with all media assets deployed across marketing channels. Open house scheduled for the weekend.
Completed
June 5, 2026
Multiple Offers Received
Strong buyer interest generated. Multiple offers received and under review by seller. David Lee’s offer identified as strong candidate.
Completed
June 6, 2026
Offer Accepted – Under Contract
Purchase agreement executed. David Lee’s offer accepted by Emily Davis. Transaction officially under contract. Loan process initiated with Prime Lending Solutions.
Milestone
June 8, 2026
Loan Application Submitted
David Lee’s loan application completed and submitted. Pre-approval letter issued. Title search initiated by Guardian Title & Escrow.
Completed
June 12, 2026
Property Appraisal Conducted
Elizabeth Martinez completed property appraisal. Property appraised at agreed-upon value. Appraisal report uploaded for underwriting review.
Completed
June 14, 2026
Underwriting Review Begins
William Rodriguez begins comprehensive underwriting review. All documentation verified and processed. Loan conditions identified and communicated.
In Progress
June 18, 2026
Clear to Close Issued
Underwriting complete! Loan officially cleared to close. Final closing documents prepared by escrow. Closing scheduled for June 25th at 10 AM.
Milestone
June 20, 2026
Final Closing Coordination
Closing disclosure sent to buyer and seller for final review. Patricia Moore (Notary Public) confirmed for closing. All parties notified of final details.
Completed
June 25, 2026
Transaction Closed
Closing completed successfully! Funds disbursed, deed recorded, and keys exchanged. Title insurance policy issued. Transaction complete and all parties notified.
Milestone
