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How to Close a Transaction

Steps to move an under contract home to close

Updated over 2 months ago

Transactions move a property through its sales lifecycle. Closing a transaction means the home has completed build and the buyer has closed escrow and officially becomes the owner of the home

Close a Transaction

  1. Locate the Property

    Search for the property from Under Contract

  2. Open Transaction
    From the property view, select Transaction under Details

  3. Edit transaction details
    Click Edit

  4. Update status

    • Change status to Closed

    • Enter the Closing Date

  5. Save
    Click Save Changes.

The property moves to the Closed list and becomes a permanent record.

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