Built for Swiss real estate agents and notaries

Timelines, tasks, and transaction documents in one clear workspace.

Keep every property sale moving with automated checklists, deadline alerts, and secure document storage aligned with cantonal requirements. From listing to closing, your team sees what is due, who owns it, and what is ready to sign.

Checklist coverage
By canton
Deadline alerts
Automatic
Document access
Secure
Dashboard showing transaction timeline, pending tasks, and approved documents

One deal view

Track signatures, due dates, missing files, and handoffs between agent, buyer, seller, and notary without switching tools.

Built for Swiss property transactions

A workflow fit for agents and notaries across Swiss cantons.

Cantonal checklists

Configure steps, approvals, and required files to match local transaction practice.

Deadline visibility

Track key dates from listing to signing with shared alerts for every open deal.

Secure document control

Keep contracts, proofs, and handover records organized in one protected workspace.

Clear next step

Designed for teams that need less chasing, fewer misses, and smoother closings.

Used to support residential sales, purchase coordination, and notarial handoff preparation.

Request a demo

Core features

One workspace for every property file, milestone, and handoff.

dealtimeline.info helps Swiss real estate agents and notaries keep deals moving with clear task ownership, cantonal deadline visibility, and secure document control from listing through closing.

  • Shared timelines for agents, coordinators, buyers, sellers, and notaries.
  • Checklist logic that adapts by canton, transaction stage, and team role.
  • Document storage with permissions, version clarity, and fast retrieval during reviews.
01

Deal dashboard

Track every property transaction in one view with stage progress, upcoming actions, overdue items, and key counterparties.

02

Custom checklists

Build repeatable playbooks for apartment sales, house purchases, new-build units, and notarisation steps without spreadsheet upkeep.

03

Deadline alerts

Receive timely reminders for signatures, financing milestones, document requests, and canton-specific compliance dates before they slip.

04

Secure documents

Store reservations, contracts, IDs, disclosures, and approval files in a structured workspace with clear access control.

05

Role-based access

Give each participant the right level of visibility so internal teams, partners, and notarial offices see only what they need.

Workflow overview

One shared timeline from mandate to closing

Keep brokers, notaries, and coordinators aligned with a structured deal flow that shows who owns each step, which documents are still missing, and which canton-specific deadlines need action next.

01

Open the deal

Create a transaction file, assign roles, choose the property type, and launch the correct checklist for the canton and sale structure.

02

Collect documents and validate tasks

Track title extracts, identity records, financing items, and mandatory approvals in one place with clear ownership and status visibility.

03

Monitor deadlines and exceptions

Automatic alerts surface upcoming dates, overdue actions, and missing compliance items before they slow down signing or transfer.

04

Close and archive securely

Finalize completion items, confirm the audit trail, and keep signed records stored in an organized digital archive for future reference.

Solutions by team type

One platform, tuned to how Swiss property deals actually move.

dealtimeline.info helps agencies, broker teams, and notarial offices keep every milestone, file, and deadline visible. Configure checklists by canton, assign ownership clearly, and reduce last-minute chasing before signing day.

For agencies

Sales visibility

Track every listing from offer to handover with one shared view. Agents see pending tasks, required documents, and upcoming dates without juggling email threads and separate spreadsheets.

  • • Timeline templates for residential and mixed-use transactions
  • • Deadline alerts for financing, signatures, and buyer follow-up
  • • Client-ready status updates that reduce back-and-forth

For broker teams

Team control

Standardize how coordinators, senior brokers, and assistants move deals forward. Shared workflows make handoffs clear, while role-based views keep the whole team aligned across active files.

  • • Reusable task flows for multi-agent teams
  • • Ownership tracking for every step and exception
  • • Portfolio oversight across offices and transaction stages

For notarial offices

Compliance focus

Keep document collection, approvals, and cantonal requirements organized in one secure place. Each matter follows a consistent path, with less risk of missed dependencies before completion.

  • • Checklist control for canton-specific document requirements
  • • Secure storage for drafts, signed copies, and supporting files
  • • Clear audit trail for who uploaded, reviewed, and completed each item

Need a workflow matched to your office structure?

See how your team can map tasks, deadlines, and document checkpoints in a live walkthrough.

Request a demo

Request a tailored walkthrough

See how your team can run every property file with less follow-up and fewer missed steps.

Book a short demo for your agency or notarial team. We will focus on your transaction flow, cantonal checklist needs, internal handoffs, and document control requirements.

  • 30-minute session tailored to your sales or closing process.
  • Live examples for task tracking, deadline alerts, and document storage.
  • Clear next step after the call, with no long intake process.

Prefer to speak first?

Call +41 237 808 7713 or email [email protected].

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FAQ

Common questions from Swiss real estate teams

See how dealtimeline.info fits brokerage and notary workflows, from canton-specific checklists to onboarding, pricing, and secure document handling.

Contact

Speak with our team about your transaction workflow

We help Swiss real estate agents and notaries coordinate deadlines, tasks, and document reviews with a clearer process across each property file.

Registered office
Technoparkstrasse 1, 8005 Zürich

Insights for Swiss property workflows

Featured articles for agents and notaries

Practical reading on cantonal deadlines, checklist design, and secure document handling across residential transactions in Switzerland.