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Settlement Countdown Bot

Mortgage Brokers

The Settlement Countdown Bot manages the entire pre-settlement checklist for clients with unconditional approval, ensuring nothing falls through the cracks in the final two weeks. GoHighLevel sends date-anchored SMS at T-14, T-7, T-2, and on settlement day prompting insurance, final inspection, utility transfers, and key collection. Closebot handles any replies to flag outstanding items and escalate concerns to the broker.

What's Included

  • Pre-built GHL Snapshot with date-anchored Wait Step countdown workflow
  • Closebot AI bot configured as Settlement Countdown Responder
  • T-14, T-7, T-2, and settlement day SMS templates
  • Per-item outstanding tagging (insurance, inspection, utilities)
  • Automated tagging for ready, escalation, and concern outcomes
  • Conversation summaries saved as contact notes
  • Pre-built Consultation Calendar setup

What You'll Get

Video Setup Guide
GHL Snapshot
1 Document

Documents & Resources

  • W12_Settlement_Countdown_Bot_Documentation (1).docx18.2 KB

How It Works

The workflow activates when a contact has the unconditional_approval tag applied with Settlement Date populated. Wait Steps anchored to Settlement Date drive the countdown sequence.

1
Approval Tagged
Contact tagged unconditional_approval after uncon approval.
2
14-Day Countdown SMS
GHL sends T-14 checklist SMS covering insurance, inspection, utilities, keys.
3
7-Day Reminder SMS
GHL sends T-7 reminder SMS to confirm progress on each checklist item.
4
2-Day Final Prep SMS
GHL sends T-2 final preparation SMS.
5
Settlement Day SMS
GHL sends settlement day confirmation SMS.
6
Client Replies
Closebot takes over the conversation as the Settlement Countdown Responder.
7
Outstanding Items Flagged
Closebot identifies which checklist items remain outstanding and tags accordingly.
8
Settlement Complete
Tag settlement_ready applied when all items confirmed.
A$400 one-time