Real Estate

Tracks Buying or Selling, creating Closing packages, and/or attending a Closing.

Real Estate

Tracks Buying or Selling, creating Closing packages, and/or attending a Closing.

  • Gather info about the Buyer and Seller
  • Gather details about the Property and Sale
  • Checklist to track title search, municipal info, background checks and more
  • Identify the parties to the matter by Role and responsibility
  • Model set document templates to start your template library
Disclaimer
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.
Install
Price Flat fee install and training plus a license fee of $1 per user per month.
Author DBC Partners
Contact

dbc-partners.com/contact