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SmartSeller

HDB Client Tracker

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Daily Tasks

View:

Completed Cases

All cases marked as Completed — keys handed over / transaction closed

Timeline Overview

Horizontal view of all active client timelines

Legend:

OTP Window

App Window (90d)

Completion Window

Overdue

Estimated (projected)

⬤ Actual date ◯ Estimated date

New Client

Client Name *

Phone

Type *

Grade

Assigned Agent

Co-broke Agent

Sell Side

Sell Address

Sell Stage

Sell Agent

Room Type

Floor Size (sqft)

Lease Left (years)

Built Year

Asking Price

Closing Price

Key Dates — Sell Side

OTP Granted Date

Auto-calculates exercise deadline (+21d) and app deadline

OTP Exercised Date

Leave blank to auto-set from OTP date

App Submitted Date

HDB Approved Date

Completion Date

Deposit

Extension

Submission Period

Buy Side

Buy Address

Buy Stage

Buy Agent

Buy OTP Received Date

Auto-calculates: valuation deadline (+7 working days) and exercise deadline (+21 days)

Valuation Date

Date HDB valuation was obtained

Buy OTP Exercised Date

Buy App Submitted

Buy HDB Approved Date

Buy Completion Date

Budget

Notes

Remarks