What date should I enter first on a workfile?
Download MarkdownThe 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.
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.
Due dates are computed from a real anchor plus an offset. The anchors are the ratification date, the inspection deadline, the closing date, or the moment the deal enters a stage. Enter the closing date next: a double close or a flip keeps both legs as First Closing Date and Second Closing Date, and every date reads in your account timezone. The workfile header summarizes Exit Type, then that closing date, then Contract Price.
If task due dates look wrong or empty, the ratification date or another anchor is usually not set yet.
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- 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.
- How do external emails to sellers and buyers get sent from a workfile?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
- 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.