Pay at Close Contract Writer Verbal Writer

Staging for work that has not matured. Status on each deal moves it to the next phase. Pending leaves New Deals. Cancel removes it — never Closed.

New Deals

Working→ Listing or Pending · Cancel

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Deal Side Status Agent Amount Actions
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Add buyers

Two buyers (husband and wife). Name, phone, and email. Lands on New Deals as Working.

Buyer 1
Buyer 2 / spouse

PDF

Upload a document

Add a PDF to this transaction and label it — Plat, Copy of Earnest Money, or other details.

Review the contract first

On a New Deal, review each form in Documents (mapped fill and signature tabs) before Send for signature. This is a required step — not optional.

Open Review on each form. When the package looks right, continue to eSign. Do not type signatures. Do not skip this on a live contract.

Send for signature

The contract is already written. This compiles the filled forms into one envelope with signature tabs on the pages. Stay on this deal — Contract Writer is not needed.

How to send