Tracker automatically finds critical dates in your executed contracts and keeps you ahead with clear, timely email notifications—no spreadsheets, no manual tracking.
What Tracker captures
From each signed document, Tracker automatically extracts key dates and context such as:
- Lease renewal notice deadlines and expirations
- Commission due and listing end dates
- First rent escalation and common obligations (e.g., estoppels)
Each date is linked back to the clause/page it came from so you can verify in one click.
Where you’ll see it
- Tracker Page (main left side menu): A new portfolio view listing upcoming dates across all clients and deals. Filter by timeframe, event type, or status. Click any row to open a brief with a summary, action items and suggested next steps.
- Email notifications: Tracker sends lead-time reminders based on your preferences (e.g., months before a renewal notice).
Customize notifications
- Choose lead times per event type in Settings, accessible via the gear icon at the top of the Tracker page).
- From the Tracker page you can mark an event as Completed if needed—updates are reflected immediately.
If you’d like help configuring lead times or a quick walkthrough, contact support and we’ll get you set up.