How do external emails to sellers and buyers get sent from a workfile?
Download MarkdownNever automatically. You trigger a one-click template, then a compose-before-send modal shows you the exact email with merge fields resolved, an editable subject and body, a fixed recipient, and a wire-fraud warning footer that is
Never automatically. You trigger a one-click template, then a compose-before-send modal shows you the exact email with merge fields resolved, an editable subject and body, a fixed recipient, and a wire-fraud warning footer that is always appended. You approve the exact message before it goes out.
Only internal team notifications (including the five deadline alarms and event-driven notices) go out on their own through the platform mailer. The wire-fraud footer reminds the recipient to verify wire instructions and cannot be dropped. Every send is recorded in the Comm Log with its delivery status.
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- When does a transaction coordination workfile get created?Automatically. One workfile is created per property, the moment the deal exists (and by the time it is under contract), so coordination never depends on someone remembering to spin one up. You never create it by hand.
- What date should I enter first on a workfile?The ratification date, on the workfile's Overview tab. The deadline engine uses it to compute most task due dates, so setting it correctly puts the whole schedule on the right timeline.
- Why are there two earnest-money deposits on a deal?Because a wholesale or double-close deal has two: the seller-side EMD you put up, and the buyer-side EMD your buyer puts up to you. Losing track of either is a common way deals fall apart.
- Does the AI contract audit change my contract data?No. The AI contract audit only fills fields that are still empty and flags mismatches for your review. It never overwrites a value you already entered.