The transaction page

Stage, key details, people, checklist, fee and activity, all on one page.

Stage

The menu at the top right moves the transaction along: Listing, Under contract, Due diligence, Loan & appraisal, Clear to close, Closed, or Cancelled.

Key details

Click Edit to change the address, agent, dates, financing, price, earnest money, escrow number, MLS number, APN and contract day counts. Deadlines recalculate when you save. Dates you set by hand stay put.

People

Buyers, sellers, the other agent, escrow and title officers, the lender, inspector, appraiser, HOA and home warranty. Start typing a name and Closima suggests contacts you already have. The people here are who Closima's drafted emails go to, so add their emails.

Checklist

Your checklist is grouped by stage: listing setup, opening escrow, due diligence, loan & appraisal, closing and after closing. Due dates follow the deadlines. Click Add item for anything extra, or Edit to change or remove an item. An item marked Email ready has a drafted email waiting on Today.

Fee & invoice

Shows your fee for this transaction and why (the package, an intro price, both sides). Change the package or the amount, and mark it Invoiced or Paid. Commission Disbursement Agreement downloads the invoice for escrow. See Packages, pricing and invoices.

When the contract changes

When a later counter offer or addendum changes the terms, a banner lists each change with the old and new value and where it came from. Apply the ones you want, or dismiss.

Activity

Everything that happened and who did it: you, Closima on its own, or the agent.