Closings |
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The closing tab of the property is where all the parties to the transaction are entered along with the key metric data (sale price, listing price, etc). It is advisable to use the address book button to add the contacts, that way the closing party report and the contact lookup will find that contact; if you type the name in it must match the name in the contact record exactly to be found but the lookups.
The closing party report is a one-pager of the information stored on this page along with the phone numbers and address of all the contacts listed. This report, once generated, can be printed, emails (MAPI from the report window) or exported to a variety of different formats.
Add Recurring Closing Appointment to Calendar will add an annual recurring appointment to your calendar for this closing. |