Manage a Deal Through Closing
As the transaction approaches closing, confirm that required documents are complete, office feedback has been resolved, important dates are accurate, and the transaction is ready for final processing.
Review the transaction
Before closing, confirm that:
Required checklist items have been completed.
Submitted documents have been approved or otherwise resolved.
Declined documents have been corrected and resubmitted.
The closing date and other critical dates are accurate.
The buyer, seller, agents, and closing contacts are correct.
Commission, referral, CDA, and sales information is complete when applicable.
Required closing documents have been added.
Resolve outstanding office feedback
Review any items marked declined, missing, awaiting review, or otherwise requiring attention. Open the checklist item to review available feedback, replace or correct the document, and notify the office again when necessary.
Update the Deal status
Use Change Status when the appropriate closing status is available to you.
Some statuses, including final payment or brokerage-processing statuses, may only be available to authorized administrators. MLS-connected listings may also have status restrictions.
Find the completed Deal
After the transaction is closed, terminated, or archived, locate it from the Archive tab or by using search when available.
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