The Finalize Transaction button streamlines the closing process by consolidating key post-transaction updates into one convenient popup menu. With this feature, you can delete incomplete tasks, update the buyer’s or seller’s home or work address with the transaction address, and create or modify their purchase or sale anniversary—all in just a few clicks. This tool ensures your transaction records are accurate and up-to-date as you wrap up each deal.

How to "Finalize" a Closed Transaction


  1. Open the transaction that needs to be marked closed/sold.

  2. Update the status to closed/sold.

  3. Click the Finalize button or use the ... menu in the top right corner of the transaction.


  4. In the next popup, you will have the choice to delete incomplete tasks, update the mailing address for the buyers/sellers, and update the touchdates to include the purchase/sale anniversary for the transaction.