The Witt GroupBuyer Tracker Generator (internal tool)

Create a client's transaction tracker page

Fill this out for each buyer client, then download their personalized page and send them the file or link. Re-run this any time their stage changes.

Client name(s)

Property address

Contract executed date (optional — leave blank if not under contract yet)

New clients can get a page from day one. Stages 1–4 don’t need a date at all, come back and fill this in once they’re under contract.

Option Period (days)

Financing period (days)

These vary contract to contract, read them straight off the executed contract (Option Period paragraph and Third Party Financing Addendum). Everything below is calculated from these, not fixed.

Closing date (optional, use the exact date from the contract if you have it)

Fine-tune individual dates (optional)

Most of these are calculated from the fields above. If a specific contract has a different Seller's Disclosure deadline, survey deadline, HOA timeline, or anything else, edit that line here, it'll override the calculated default.

Option & Earnest fee due to Title

General inspection scheduled

Survey & T-47 received

Seller's Disclosure received

Option Period ends

Title Commitment received

Deadline to object to Title defects

Choose Home Warranty & Insurance

Financing contingency ends

HOA documents received

Appraisal report received

Initial Closing Disclosure from Lender

Final Closing Disclosure from Lender

Final walkthrough

Current stage

This is a cash buyer (no lender/appraisal-for-loan items)

No HOA on this property (hides the HOA documents line)

Additional dates (optional)

For anything the standard list doesn't cover, an amendment, a special provision deadline, a repair completion date, whatever comes up. Each one gets added to whichever stage you pick.