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The Contract to Close

Playbook 


The essential training for real estate professionals who want to manage transactions more efficiently and confidently. Learn proven workflows to stay organized, protect deadlines, and create scalable systems that support smooth closings and future growth.

YES, I WANT THIS

The Contract to Close 

Playbook


The essential training for real estate professionals who want to manage transactions more efficiently and confidently. Learn proven workflows to stay organized, protect deadlines, and create scalable systems that support smooth closings and future growth.

YES, I WANT THIS
  • Feeling overwhelmed managing multiple transactions and worried about missing important deadlines? Looking for clear, step-by-step workflows that help you stay organized, in control, and confident from contract to close?

  • Struggling with inconsistent processes or figuring out the best way to run your files efficiently? Looking for proven systems you can rely on to create structure, improve efficiency, and manage every transaction with professionalism?

  • Hiring or planning to hire support but unsure how to train them properly? Looking for a clear framework you can use to create consistency, confidently train your team, and ensure every transaction is handled the right way?
 

The Contract

to Close

Playbook 

Empowers real estate professionals to run transactions efficiently and confidently, whether managing your own files or training support. Learn proven workflows and scalable systems that help you stay organized, increase your capacity, and operate with greater consistency and professionalism.

The Contract to Close  

Playbook

Empowers real estate professionals to run transactions efficiently and confidently, whether managing your own files or training support. Learn proven workflows and scalable systems that help you stay organized, increase your capacity, and operate with greater consistency and professionalism.

Here’s What You Will Learn

Lesson 1

 

Email & Time Management


In Lesson 1, Learn how to structure your day so your inbox stops controlling you. This lesson teaches advanced prioritization methods, strategic email batching, and workflow organization systems that allow you to protect your time, reduce reactive work, and increase your file capacity without extending your hours. You’ll implement a framework that turns daily chaos into controlled execution.

Lesson 2

 

             Calendar Management

 

Your calendar is not just a reminder tool — it is your risk management system. In this lesson, you’ll learn how to implement daily and forward-looking review strategies that eliminate missed deadlines and last-minute surprises. Discover how to structure and color-code your calendar for immediate visibility, proactive planning, and complete control of every transaction milestone.

Lesson 3

 

Daily Task Execution

 

This lesson breaks down the exact daily operational checks that protect your transactions and increase efficiency. From tracking option and earnest money to monitoring disclosures, surveys, loan approvals, inspection periods, and pre-closing tasks, you’ll learn how to create a repeatable daily execution system that allows you to confidently manage more files with consistency and precision.

Lesson 4

 

Strategic Weekly Oversight


Daily execution is very important — as is weekly oversight. This is what separates average TCs from operational leaders. You’ll learn how to strategically monitor loan and appraisal status, review title commitments, manage compliance and funding requests, and ensure upcoming closings are fully prepared. This lesson helps you move from reactive to proactive management and makes sure nothing falls through the cracks.

Lesson 5

 

File Setup and Contract Structuring

 

In this lesson, you’ll implement a streamlined system for setting up contracts quickly, accurately, and consistently from day one. Learn how to structure your files with precision, map critical deadlines, and organize documentation in a way that eliminates errors, reduces rework, and creates a strong operational foundation for every transaction from the very beginning. 

.

YES, I'M IN

Here’s What You Will Learn

Lesson 1

 

Email & Time Management 

 

In Lesson 1, Learn how to structure your day so your inbox stops controlling you. This lesson teaches advanced prioritization methods, strategic email batching, and workflow organization systems that allow you to protect your time, reduce reactive work, and increase your file capacity without extending your hours. You’ll implement a framework that turns daily chaos into controlled execution.

Lesson 2

 

Calendar Management

 

Your calendar is not just a reminder tool — it is your risk management system. In this lesson, you’ll learn how to implement daily and forward-looking review strategies that eliminate missed deadlines and last-minute surprises. Discover how to structure and color-code your calendar for immediate visibility, proactive planning, and complete control of every transaction milestone.

Lesson 3

 

Daily Task Execution

 

This lesson breaks down the exact daily operational checks that protect your transactions and increase efficiency. From tracking option and earnest money to monitoring disclosures, surveys, loan approvals, inspection periods, and pre-closing tasks, you’ll learn how to create a repeatable daily execution system that allows you to confidently manage more files with consistency and precision.

Lesson 4

 

Strategic Weekly Oversight

 

Daily execution is very important — as is weekly oversight. This is what separates average TCs from operational leaders. You’ll learn how to strategically monitor loan and appraisal status, review title commitments, manage compliance and funding requests, and ensure upcoming closings are fully prepared. This lesson helps you move from reactive to proactive management and makes sure nothing falls through the cracks.

Lesson 5

 

File Setup and Contract Structuring

 

In this lesson, you’ll implement a streamlined system for setting up contracts quickly, accurately, and consistently from day one. Learn how to structure your files with precision, map critical deadlines, and organize documentation in a way that eliminates errors, reduces rework, and creates a strong operational foundation for every transaction from the very beginning.

YES, I'M IN

The Transformation That Will Take Place

The Transformation That Will Take Place

01. 

From reactive to procactive

Before: Constantly responding to emails, putting out fires, and hoping nothing slips through the cracks.
After: Operating with structured daily and weekly oversight systems that allow you to anticipate issues, protect deadlines, and stay in control of every file.

You stop reacting — and start leading your transactions.

02. 

From Overwhelmed to Operationally organized

Before: Juggling tasks mentally, relying on memory, and feeling stretched thin.
                            After: Running each file through a clear, repeatable workflow that eliminates mental clutter and increases efficiency.

You gain structure that reduces stress and increases confidence.

03. 

From inconsistent to systemized

Before: Handling every transaction slightly differently and reinventing the wheel each time.
After: Implementing standardized processes that ensure accuracy, consistency, and professionalism across every single file.

Your business begins to feel scalable instead of chaotic.

04. 

from capped capacity to scalable growth

Before: Unsure how to take on more files without sacrificing more time and energy.
                            After: Managing transactions efficiently enough to confidently increase your file count and earning potential.

You create space for growth without burnout.

05. 

From doing it all yourself to training with confidence

Before: Hesitant to hire because you don’t have a clear way to train someone properly.
                           After: Having structured systems and workflows that make training additional support simple, consistent, and repeatable.

You move from solo operator to operational leader.

The Transformation That Will Take Place

The Transformation That Will Take Place

01.

From Reactive to proactive

Before: Constantly responding to emails, putting out fires, and hoping nothing slips through the cracks.
After: Operating with structured daily and weekly oversight systems that allow you to anticipate issues, protect deadlines, and stay in control of every file.

You stop reacting — and start leading your transactions.

02.

From overwhelmed to operationally organized

Before: Juggling tasks mentally, relying on memory, and feeling stretched thin.
 After: Running each file through a clear, repeatable workflow that eliminates mental clutter and increases efficiency.

You gain structure that reduces stress and increases confidence.

03.

From Inconsistent to Systemized 

Before: Handling every transaction slightly differently and reinventing the wheel each time.
After: Implementing standardized processes that ensure accuracy, consistency, and professionalism across every single file.

Your business begins to feel scalable instead of chaotic.

04.

From Capped Capacity to Scalable Growth

Before: Unsure how to take on more files without sacrificing more time and energy.
After: Managing transactions efficiently enough to confidently increase your file count and earning potential.

You create space for growth without burnout.

05.

from doing it all yourself to training with confidence

Before: Hesitant to hire because you don’t have a clear way to train someone properly.
After: Having structured systems and workflows that make training additional support simple, consistent, and repeatable.

You move from solo operator to operational leader.

 

All of this for

$397

What you’ll get:

  • Step-by-step online video training covering the full contract-to-close workflow
  • A streamlined file setup framework
  • My Buyer & Seller Checklists
  • Intro Emails 
  • Lifetime Access to the Course
YES, I'M IN

OR

Bundle the Contract to Close Playbook and TC Game Plan Checklists & Email Templates

What you’ll get

  • The Contract to Close Playbook
  • 35 Checklists & over 315 email templates 
  • Module Videos how to set up the Checklists & Email Templates and when to use each type

All of this for

$1,200


Original Price: $1,394

Save $194

YES, I'M IN

Bundle the Contract to Close Playbook, TC Game Plan Checklists & Email Templates, and Airtable Template

WHAT YOU’LL GET:

  • The Contract to Close Playbook
  • 35 Checklists & over 315 email templates
  • Module videos on how to set up the Checklists & Email Templates and when to use each type
  • Airtable Template
  • Module Videos on how to get Airtable set up and how to use it
  • One 30 min call to answer your questions about the Airtable Template once you have it set up

All of this for

$1,999

Original Price: $2,391

Save $392

YES, I'M IN

Kristi Winfree

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@KRISTIWINFREE

Kristi Winfree

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