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TASKS · EVERY DEPARTMENT’S CHECKLIST

Every deadline, tracked for you.

Deals don’t fall apart in the negotiation — they fall apart in the week after, when the inspection follow-up, the insurance deadline, and the amendment nobody chased all land at once. BrokerDIY Tasks keeps every department’s checklist in one system, and the AI creates and chases tasks so nothing depends on a sticky note.

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Deal deadlines · compliance dates · recruiting follow-ups · mobile

What it tracks

One checklist behind every deal, candidate, and listing

Tasks in BrokerDIY aren’t a separate to-do app bolted on — they’re the operational layer of the platform, attached to the record they belong to.

1
Deal tasks, created with the dealMilestones and document chases appear as the transaction moves — not retyped from a checklist someone keeps in a drawer
2
Deadlines with alertsOption deadlines, inspection windows, closing dates — dated, assigned, and escalated before they’re late, not after
3
Department handoffsListings to transactions, front desk to agents — a task is the handoff, so nothing waits in someone’s inbox
4
Recruiting and candidates tooThe same system runs the candidate pipeline’s next steps, because recruiting is a pipeline, not a lunch
The AI layer

Tasks that create themselves — and chase themselves

The difference between a task list and an operations layer is who does the typing.

1
The AI transaction coordinator writes tasksContract dated? It builds the deadline chain and assigns each step — an assistant, not a replacement, with humans approving anything that touches money or clients
2
Voice calls become tasksAnna books a showing at 6pm — the prep task exists before the call ends
3
Sequences trigger follow-upsA lead replies “maybe next month” — the task lands for the right agent on the right date
4
Chasing is automaticOverdue items escalate with context attached, so the nudge includes the why
Run it your way

Views that match how a brokerage actually works

Same brain, different lenses — by person, by deal, by department, by what’s due today.

1
Today, this week, this dealFilters and views per role — an agent sees their day, a broker sees the office
2
Built for the phoneThe mobile view is the field assistant: check things off between showings, add by voice
3
Everything exportsYour workflow data is yours — documented export, no lock-in
Straight answers

Task questions, answered plainly.

Does this replace my transaction coordinator?

No — it arms them. The AI transaction coordinator builds and chases the routine task chain so your human TC spends their time on judgment calls and client moments. Humans approve anything that touches money or clients; that boundary is a design rule, not a setting.

Can tasks really create themselves from calls and emails?

Yes — that’s the point. A showing booked by a voice agent, a contract date pulled from a document, a lead’s “call me next month”: each becomes a dated, assigned task with the conversation attached, instead of a note someone meant to enter later.

Where does the task data live?

In your brokerage’s own BrokerDIY workspace — the same private, tenant-isolated store as the rest of the platform, with a documented export path. Your workflow history is your data.

Stop running the brokerage on sticky notes.

Join the waitlist and we’ll reach out as founding spots open — no payment, no commitment.

  • Founding rate locked the day you join
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Comparing brokerage stacks? BrokerDIY vs Lofty, BoldTrail & Follow Up Boss.