To open the Closing parties tab: Under the Closings menu, click Current closings. Select the closing to transfer and click the View or edit closing action menu item. Click the Closing parties tab.
An unlimited number of closing contacts can be added to the master closing contact list. Closing contacts are individuals or professionals (lawyers, mortgage brokers, inspectors, etc.) who you frequently work with in the closing of a sale. Having a master list of these contacts allows you to quickly and conveniently add any of them to a new closing file.
For instructions on how to manage closing parties, see "Closing parties".
To manage the closing contact list, you can:
Add contacts to the closing contact list. More info:
Click Add fromClosing contact list
From the Closing contactlist section, click the Add link.
Select the contact(s) you want to add, then click the Add arrow.
Click OK.
The Change role pop-up window opens. Follow the steps detailed under "Change the role of a party".
Remove contacts from the list. More info:
In the Closing contact list section, select the party and then click Remove.
When prompted to confirm, click Yes.
Change the role of a party. More info:
In the Closing contact list section, select the role you wish to change and click Change role.
Note: You cannot change the role or delete the primary closing party from the list. You will notice that these options are not available when the primary closing party is highlighted.
Select the contact's role. If you select either the Seller or Buyer option, click OK. If you select the Other option, do the following:
Enter the party's description in the adjacent text box or click the list icon to select a preset item.
Specify whether the party represents the listing or selling side by selecting either the Represents the listing side or Represents the selling side check box, then click OK.
View the contact record of any party listed in the Closing contact list. More info:
Select the contact whose details you wish to view and click View contact. Once you're finished viewing the contact record, click Close to return to the previouspage.