Closings – Top Producer Support (Campus)

Editing a Closing

January 17, 2020 | 5 minute read

Once you’ve created a closing record, you can go back and edit any of its details. To open a closing record, go to the Listings & Closings main menu icon and click Closings Summary. From the list of closings, click on the closing name to open it in the Closing Details form. The header above

How to Email Closing Parties

January 17, 2020 | 2 minute read

The Closing Parties tab provides a centralized location to record the various parties involved in the sale of the property. This centralized place gives you quick access to the contact information of all the involved closing parties. To see more information on how to add or remove a closing party click here. Closing parties can

Adding and Removing Closing Parties

January 17, 2020 | 3 minute read

A single closing record can have multiple closing parties. Closing parties can include multiple buyers and sellers, listing and selling agents, and other parties such as insurance representatives or property inspectors. You can add a closing party from your contact database or if you will be dealing with a closing party only once, you can

Applying or Removing a Closing Plan

January 17, 2020 | 2 minute read

Closing plans are designed to assist you through the process of closing a deal and contain the steps agents use most of the time. Applying a plan to a closing generates a task list with due dates specific to that closing. These dates and reminders appear on the Closings landing page, helping ensure you complete

Creating a Closing Representing the Buyer and Seller

January 17, 2020 | 2 minute read

The closing is where all your efforts come together to make the deal happen. Top Producer helps ensure no buyer or seller detail is overlooked. If you’re representing both the seller and buyer, you can create a closing file from the listing record. From the Listings & Closings main menu icon, click Listings Summary. Click

Creating a Closing Representing the Buyer

January 17, 2020 | 2 minute read

If you’ve closed a deal and the seller is working with another agent, you can create a closing record without an existing seller or listing record. Go to the Listings & Closings main menu icon and click Add Closing to open an Add Closing form. The Add Closing form opens for you to enter the

Adding Contacts to the Common Closing Parties List

August 27, 2019 | 2 minute read

Choosing closing parties from the common closing parties list is a convenient way of selecting contacts frequently involved when you’re managing a closing. There are two places from which you can add a contact to the common closing party list: From a saved closing record From the Closings Summary page Adding Contacts from a Saved