Select a deal on the left, or create a new one, to get started.
Select a deal on the left, or create a new one, to get started.
| Order No. | Address | City | State | County | Buyer/Borrower | Seller | Status | In Use | Closing Date |
|---|
Sets the starting task list. You can switch Sale/Refinance later without losing or re-adding tasks.
Which layout Print, Print All, and Print Selected use. Saved on this device only.
Shown to others when you have an order open. Saved on this device only.
Applied automatically to a new order's Task list based on its Type. Drag ⠿ to reorder. Stored in this folder, so everyone connected here shares the same defaults.
The Status dropdown on every card, and the color each one tints its row on the Dashboard. Drag ⠿ to reorder — that's also the dropdown order. Stored in this folder, so everyone connected here shares the same list.
One Acknowledgment clause and one Jurat clause per state. Placeholders: {SignerNames} {County} {State} {Day} {Date}. Stored in this folder, shared by everyone connected here.
Custom fields available to templates as {FieldKey}. "Auto-fill from" copies another field's value until you type directly into this one; Reset clears an override so it follows its source again.
.docx files in this folder's Templates subfolder. Add files there in File Explorer/Finder, then Refresh.