Find the active closing
Open Closings to see transactions and their current stage. Select the existing transaction rather than creating a duplicate for the same contract.
Work the next milestone
Review parties, important dates, documents, tasks, approvals, and activity. The system may extract or suggest contract details, but a person must confirm the executed agreement and correct errors before relying on deadlines or sending communications.
Use the “needs you” work first. Keep wire instructions and sensitive financial details out of unverified uploads and ordinary messages. If a milestone looks wrong, compare it with the executed document and correct the confirmed contract data.