If you require to know the date when properties are officially transferred from one party to another, you can add the Closing Date Control!
First, you will have to create the Control. Click here to know how to Add Controls to the Order Form.
These are the Escrow Control settings that you have to set up before adding it to the Order Form Sections:
1.- This is a a preview of how this Control will look like in the Order Form
2.- The Control Dropdown (here is where you select the Control to add to your system)
3.- What you would like to name the Control in your ISN
4.- Short description, which will only be visible to the users with permission to edit Controls
Once you have finished setting up the Control, click on the Add Control button to save it.
You will be sent back to the Order Controls. Now, if you want that Control to be added to the Order Form, make sure that the "Show in Order Form" option in the 6th column is checked in Green:
When going back to the Order Form, the Closing Date Control will look like this:
After selecting the date in the calendar you have set up the Closing Date for the order.
NOTE: Guardian Financials has released the Pay at Close feature. We have created an article with FAQs that will help you to understand more about how it works, CLICK HERE to open the article.
If you have any questions about this information please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.