RE Settlements Workflow

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Use Settlements to move each deal from accepted contract to close with a clean payment trail.

What this page covers

  • Create a settlement per deal/transaction.
  • Track deal status and expected close timing.
  • Attach payment rows as closing progresses.
  • Keep settlement-level notes and history in one place.

Recommended process

  1. Go to RE Settlements.
  2. Create a new settlement once a deal is accepted.
  3. Set/maintain status as the file moves toward closing.
  4. Add payment rows as funds are recorded.
  5. Review totals on the detail page before final close.