Manage and track closings by creating a timeline, inviting closing parties, assigning individual tasks, communicating amongst team members, and uploading your closing documents.
Here is a three minute video walking you through the Closing Tracker step by step.
Properties will appear in the portal once you change the status of a listing to under contract, contract pending, or closed.
#3 Click on a property in the Closing Tracker to open the Closing Dashboard.
#4 The Timeline Bar at the top displays milestones with date and title.
#4a Click Manage Timeline to customize your critical dates timeline bar.
#5 The Closing Checklist tracks all tasks displaying creator and task status.
#6 Comments can be added and viewed by any of the Closing Parties.
#7 Closing Parties are managed on the right-hand side.
#7a Selecting the Add Closing Party button on the bottom will trigger the invite modal with an email input field and closing role drop down option.
#8 Due Diligence documents added to the property listing will appear in the Due Diligence tab under the Closing drop down.
#9 Closing Documents are located below and are displayed the same way as in the due diligence vault.
If you have any questions, please let us know how we can help.