Spend Less Time On Real Estate Closings With Integrated Task Tracking
Property closings involve a whole lot of specific steps, each which must be finished before the concluding can proceed through. That is why Easy HUD contains integrated job tracking . You can find too many parts to remember or even to trust to scribbled records on a bit of paper. If any job is overlooked, it could set back the complete closing schedule and even jeopardize the sale.
Go through the Jobs/LinkedDocs tab to attain the duty tracker. Each case can be automatically designated a copy from the default job list, which currently includes common measures such as arranging an inspection and looking at the HUD 1 . This section also offers you access to additional useful tools such as for example case notes, connected documents as well as the calendar. An entire report could be created for easy research and, much like our regulation office management software program , the report could be imprinted or could be preserved in PDF or RTF format to become emailed to a customer or various other party. The agent can assign duties to the correct people, provide each important and a deadline, and add comprehensive records about each part of the process. Duties are examined off as finished.
Obviously every case differs so legal software packages such as for example Easy Soft’s property application includes the capability to customize records to match the client. Details like the seller’s name and the house address are immediately pulled in the HUD 1 and put into the task survey. Tasks could be improved, added or removed using the click of the mouse also after closing techniques have started.
Your company probably does stuff just a little differently from various other agencies. At the top menu select “Equipment/Case Administration” to talk about the Case Administration screen. That is why Easy HUD gives you to change the default job lists. Today it’s great you could customize the duty list for every case, nonetheless it can be tiresome if you’re producing the same adjustments every time. Select either to create changes towards the default job list that reveal your office’s techniques. In the bottom from the list left you will see “Buy Job List” and “Refinance Job List”. Each brand-new HUD-1 type you open in the foreseeable future will immediately use this customized job list.
We think you will be amazed at just how much easier closing has been customized job lists. The actual fact you can gain access to the list from the same program where you complete the HUD-1 type makes it therefore convenient you’ll question how you resided without it.
Download a free of charge demonstration of our HUD forms program or our various other law office administration software and discover how simple property transactions could be.