Knowledge Base

Transactions

  • Write an Offer
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  • Pin Transactions
    If you are working on specific projects everyday and you need to access them there is an option to "pin" the project. The pinned projects will be shown on the bottom left side from the admin main menu. To pin a project from the main menu n...

  • Record an Expense
    How to Record and Expense Keep track of all expenses for a transaction to ensure your budget is on track. We allow you to easily upload receipts and track income and expenses....

  • The Final Closing Statement
    The Final Closing Statement The Final Closing (Settlement) Statement is prepared by the escrow agent after payment of all ob...

  • Signing the Closing Documents
    Signing the Closing Documents At some point during the escrow, the transaction will become ready for closing. Once the closing papers are signe...

  • Hazard Insurance
    Hazard Insurance Hazard insurance protects a borrower's property from many factors such as fire, windstorm, snow, freezing temperatures, volcan...

  • Flood Insurance
    Flood Insurance The National Flood Insurance Act of 1968 and the Flood Disaster Protection Act of 1973 established a national flood insurance p...

  • Title Insurance
    Title Insurance For underwriting to approve the borrower's loan request, the title to the property that the borrower is purchasing must be mark...

  • The Preliminary Title Report
    The Preliminary Title Report The preliminary title report is a report on the condition of title of the real property. The re...

  • Covenants, Conditions, and Restrictions (CC&Rs)
    Covenants, Conditions, and Restrictions (CC&Rs) Covenants, conditions, and restrictions (CC&Rs) are private (as opposed to municipal) use limitations or restrictions placed against many comm...

  • Escrow Instructions
    Escrow Instructions The escrow instructions represent the written authorization of the buyer, seller, and lender for the escrow company to clos...

  • Home Inspections
    Home Inspections A home inspection is typically a part of every real estate purchase transaction. While the appraisal provides an estimate of v...

  • Profit and Loss Reports
    Profit and Loss reports give you an overview of income and expenses. These reports allow you to view categorized income and expenses and view your gross and net incomes for a given time period.   ...

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