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 appropriate information for Price and Earnest Money Breakdown. Note: This information will be critical in generating a closing statement.
- Enter critical dates in relation to a specific contract version. Note: The Attorney Review and Inspection Dates will auto-fill based on parameters set to the right.
- Select Create Events.
Add the events to your calendar.
- Invite attendee's(s) calendars you want to add the event to.
- 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
- 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.