Getting Started Series: Managing Closings

The Closing object, similar to the Offer object, allows you to efficiently manage a complex, but common real estate process. This includes basics like managing tasks, activities and personnel as well as more complex functions like adding custom fields to calculate commissions, desk fee deductions and more.

Managing the Closing process with Propertybase allows you to make intelligent forecasting of your teams production.

Accessing Closings

Closings are located under the Closings tab at the top of the page.

You can also access individual closings by clicking the drop down arrow.

Creating New Closings

New Closings are created through an existing Offer record. This copies all appropriate data from the Offer and includes it on the new Closing record.

You can also create a new Closing manually. This is done by clicking New Closing, using the drop down arrow at the top of the page.

Primary Features

Actions

When you open an Closing record in Propertybase you will see actions at the top of the page. Here you can perform a variety of actions based on the record selected.

Details

Immediately below actions you will see closing details. This section displays the most relevant data, like closing status, target closing date and actual closing date so that you can reference the information quickly and regularly.

Details Tab

Underneath the closing path is a set of tabs. The first tab, Details, displays additional closing information for a given record. This includes everything from closing status to listing and buyer contacts, commission overview and closing checklist.

Related Tab

Under the Related tab, you will find a list of objects containing records that relate to the current closing record. The Related tab is one of the most powerful features of Propertybase. Here you can cross-reference data and view relationships between separate objects.

Activity & Chatter

In addition to the primary features listed in this article, Properties and Listings have access to secondary features like activity and chatter. These are located on the right side of the screen.

Activity

Under the Activity tab, you can perform a variety of tasks associated with the current record. These tasks are then tracked and displayed under Past Activity.

Chatter

Chatter is a miniature social network within Propertybase, specifically for your organization. Chatter shows all activity within the organization with the option to like and comment on each post.


This is Part 10 of 12 in our Getting Started with Propertybase series. We recommend you continue to follow along, in order, as we walk through the entire Propertybase process, from lead to close.

Getting Started with Propertybase: Table of Contents


Next Up: Reporting Basics (Coming Soon)

Thus concludes the process portion of our Getting Started Series. To conclude we will focus on utilizing the data available in Propertybase to build Reports and then display them using Dashboards.

We are hard at work finishing the Getting Started with Propertybase series. Check back soon for additional content.

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