Your own task and document lists

Set the tasks every transaction starts with and the documents it has to collect, with your own due dates.

Open Settings → Task & document lists. There are two lists, each starting as Closima's until you change it.

Tasks

The checklist every new transaction starts with, grouped like the transaction page: listing setup, opening escrow, due diligence, loan & appraisal, closing and after closing. Listing setup tasks are only added to listings that aren't under contract yet.

Click a task to change it, or Add a task in any group. For each task choose:

• the side it's for: both, buyer side or listing side
• when it's due: a number of days, or business days, before or after acceptance or any deadline (earnest money due, due diligence ends, appraisal and loan contingencies, final walkthrough, close of escrow), or no due date

Each task shows an example date for a deal accepted today and closing in 30 days. Tasks with an envelope have an email Closima drafts for you.

Changes apply to new transactions. Transactions you already have keep their checklist, and you can still add or edit items on any transaction.

Documents to collect

The documents every transaction tracks under Needed. For each one, choose the side, the due date, which document type Closima should file into it when it arrives, and whether it's only for financed deals or only if it applies (like an HOA package).

Changes to this list apply to every transaction right away, including open ones.

Going back

Use Closima's list at the bottom replaces your version with Closima's.