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Workflow example: Ontario real estate

Keep deadlines and appointments from slipping

Business profile

A business and workflow you can recognize.

An Ontario real-estate team coordinating transaction deadlines, signatures, conditions, documents, and third-party responses.

The challenge

Where the work starts to slip.

Deadlines are visible only to whoever remembers them. Handoffs drift across calls, calendars, and inboxes. A missed condition or signature can delay or end a deal.

Canadian context: The CMHC national homebuying guide places the usual closing window at 30 to 60 days from the agreement. The Ontario regulator notes that lender approval can take days to weeks and that approval letters normally contain conditions. LAWPRO data from 2015 to 2026 averages 748 Ontario real-estate claims and C$26.8M each year, with 37% connected to inadequate investigation and 33% to communication.

The review

Measure the real workflow before changing it.

We map every transaction’s accepted offer, closing date, conditions, signatures, documents, owners, and third-party status. We identify milestones without owners and handoffs without a recorded next action. The baseline is measured locally, not assumed.

How the work moves

Routine steps move forward. Decisions stay with your team.

Deadline check

Watches for approaching deadlines and missing signatures.

Transaction context

Assembles the transaction, conditions, documents, and third-party status.

Factual update

Prepares factual updates and reminders.

Reply handling

Sorts responses as signed, pending, or blocked.

Completion check

Checks completion and flags what needs a person.

Interactive prototype

See how a deadline reaches a verified next action.

Choose a third-party response, review the prepared follow-up, and see how the system tracks the timeline while the lawyer keeps legal decisions.

System support
Monitor deadlines, track third-party responses, prepare follow-ups, and flag risks.
Your team decides
Approve communication, handle legal exceptions, and make filing decisions.
Closing date12 days to deadline
File
12-file pipeline
Condition
Financing approval pending
Current state
Awaiting approval
  1. Deadline detected
  2. File status assembled
  3. Follow-up prepared
  4. 4Approval
  5. 5Follow-up sent
  6. 6Response classified
  7. 7Outcome verified
  8. 8Record updated
Simulate the response

Prepared follow-up

A deadline follow-up is ready for review.

The system used the closing calendar, condition tracker, and the lawyer's communication preferences. It did not make legal determinations or modify the agreement.

Activity record

Deadline detected, file status assembled, follow-up prepared, and approval requested.

The rollout

Start controlled. Earn capability from evidence.

Week 1: Connect and baseline

Copy each milestone from the signed agreement and legal file and assign an owner.

Week 2: Observe and prepare

Draft factual reminders and status updates for realtor approval.

Weeks 3 to 4: Operate

Send approved reminders, classify responses, verify completion, and surface risk early.

Weeks 5 to 8: Earn responsibility

Send routine reminders within agreed limits. Keep professional and relationship judgment with the realtor.

The results

Make the scenario and the measures explicit.

This illustrative scenario uses a fictional 12-file pipeline. The 30 to 60 day horizon is grounded in CMHC guidance.

  • 12/12 files have a verified closing date, condition state, owner, and next action = 100% illustrative scenario coverage.
  • Two at-risk items surface 48 hours before contractual deadlines = 16.7% of the fictional pipeline. The 48-hour warning is an AdiAstra design recommendation, not an Ontario standard.
  • Zero silent handoffs in the scenario: every unresolved third-party request has an owner and next follow-up time.
  • No deadline missed in this illustrative 60-day walkthrough is a fictional scenario outcome, not an expected AdiAstra rate or guarantee.

What stays with your team

The realtor keeps professional and relationship judgment.

  • Agreement interpretation and professional commitments stay with the realtor.
  • Sensitive communication is approved before sending.
  • Conditions, signatures, and deadlines come from the signed agreement and legal file. Missing facts are flagged instead of guessed.
  • Client relationships and negotiation stay with the realtor.

What comes next

Expand only when the evidence supports it.

Once transaction scheduling is running, the same operating model can support client updates and document collection. The workflow can use the team’s established closing process to keep clients informed.