Contracts

• Contract Overview
• Contract List

Disclosures & Amendments

• Disclosure & Amendments - Statistics & Mass-Sending
• Sending the Doc Portal Link
• Sending Disclosure/Amendment Files From a Contract

Contract Management

• Contract Management Overview
• Creating a New Contract
• Editing a Firm Contract
• Generating Contract Documents
• Sending Contract Documents for Signatures
• Adding/Editing Unit Discounts on a Contract
• Adding/Editing Credits on a Contract
• Adding/Editing a Color Scheme on a Contract
• Adding/Editing Options & Upgrades on a Contract
• Adding/Editing Unit Taxes on a Contract
• Adding Contract Notes
• Canceling/Rescinding a Contract
• Assigning a Contract to a New Buyer

Deposits

• Deposit Management Overview
• Adding Deposits & Deposit Structures on a Contract
• Editing a Deposit on a Contract
• Deleting a Deposit on a Contract
• Recording a Deposit Payment on a Contract
• Editing a Deposit Payment on a Contract
• Deleting a Deposit Payment on a Contract

Files

• Contract File Management
• Uploading Contract Files
• Deleting a Contract File
• Downloading Contract Files
• Resending Completed Contract Documents

Commissions

• Commission Management Overview
• Adding Commissions on a Contract
• Editing Commissions on a Contract
• Deleting Commissions on a Contract
• Recording a Commission Payment on a Contract
• Editing Commission Payments on a Contract
• Deleting Commission Payments on a Contract