Templates
Default workflows, document checklists, and messages applied to every new transaction.
Transaction Type
Buyer Under Contract
Applied automatically on new transactions of this type.
- 1Open escrow
- 2Confirm EMD
- 3Order inspection
- 4Deliver disclosures
- 5Loan contingency check-in
- 6Appraisal ordered
- 7Final walkthrough
- 8Sign closing docs