Closing workflow guide

One path from accepted offer to final settlement.

Start with the active deal, move through the five broker workspace tabs, and keep offers, documents, services, and settlement tied to the active closing file.

Open live workflow Client room

The active deal selection is the context for every tab.

Each tab is a workstream, not a separate product surface.

Buttons should either update the deal, open a focused workflow, or deep-link to the related panel.

Documents, service evidence, and settlement figures stay attached to the active closing file.

Broker workspace tabs

What each tab is for and what it hands to the next step.

Overview

Pick the active deal, see health, identify the next blocker, and choose the correct workstream.

Open tab

Tools

Active deal selector
Deal health
Priority work
Pipeline and readiness summary

Output

A single selected deal context that drives every other tab.

Connection

Move to Offers when terms or signatures are still open; move to Documents when packet readiness blocks closing.

Offers

Manage accepted terms, counter/addendum paths, signer routing, and packet creation from the offer record.

Open tab

Tools

Offer pipeline
Buyer terms review
Counter/addendum path
Create signature packet

Output

A verified offer packet with the right parties, forms, and signer roles.

Connection

Feeds Documents with packet contents and signer requirements.

Documents

Control templates, staged packet files, signature evidence, compliance gates, and final release rules.

Open tab

Tools

Packet vault
Template library
Signer evidence
Release-rule checks

Output

A release-ready packet with tracked forms, signatures, certificates, and compliance notes.

Connection

Feeds Services when a partner item blocks a file, and Settlement when statements can be prepared.

Services

Coordinate documentation, finance, insurance, survey, transport, and partner tasks without losing deal context.

Open tab

Tools

Partner queue
Referral status
Settlement impact
Partner/admin handoff

Output

Resolved partner blockers and evidence that can be attached back to the packet or settlement record.

Connection

Feeds Documents for evidence and Settlement for payoff, insurance, finance, and service costs.

Settlement

Verify deposits, lien payoff, commission, seller proceeds, disbursements, and statement release.

Open tab

Tools

Escrow ledger
Lien payoff
Seller proceeds
Statement release

Output

A final settlement record ready for release, acknowledgement, and archive.

Connection

Completes the closing and releases the final packet to the right rooms.

Connected rooms

The closing workflow is not isolated to one screen.

Broker work drives the private closing record. Client, admin, and partner views show scoped pieces of the same deal so each party sees only the actions and evidence they own.

Broker WorkspaceRuns the full closing command path across the five tabs.Client RoomShows buyer and seller tasks, signatures, escrow status, messages, and released files.Closing TeamControls access, team review, partner oversight, packet release, and audit posture.

Closing path

Move the closing forward in one guided sequence.

Start on Overview to confirm the active deal, health, priority work, and next blocker.
Use Offers to manage terms, counters, signer routing, and signature packet creation.
Use Documents to control the packet vault, templates, compliance gates, and release rules.
Use Services to resolve documentation, finance, insurance, survey, and partner blockers.
Finish on Settlement to verify escrow, liens, commissions, proceeds, and final statements.