Add real estate closing details and calendar dates

Smokeball's Real Estate matter type includes specific closing details and closing dates all in the matter details section. With a few clicks, you can choose which critical dates to add to your calendar. 

Add Real Estate Critical Dates to the Calendar

Open the Closing Details under the matter details of a matter

Enter in the appropriate information for each field in the Real Estate Closing Details pop-up window. This information will be critical in generating a closing statement. 

Important Note: The fields which appear in this pop-up window may differ from the screenshot below depending on the matter's jurisdiction. The sample screenshot below is from a California Sell matter. 

1. Enter critical dates. 
2. Select Create Events.

Add the events to your calendar:

1. Invite attendee's(s) calendars you want to add the event to.
2. Select Create.

Calendar events will appear in the matter and on your Calendar View in Smokeball. You can create a Closing Calendar or Critical Date calendar from the calendar view.

Did You Know

We have a separate resource for IL real estate attorneys who need to add real estate closing details. 

If you need to edit dates (e.g., closing) after their initial creation, use the Update Events button in the Real Estate Closing Details window.

Under reports, you can run a Real Estate Critical Dates and Closing Dates report for a certain period of time and download as a PDF or Excel file.

Smokeball’s calendar accounts for all federal holidays when calculating dates. It does not account for religious holidays.