An agent can update the deal status at anytime once an offer or application has been started in the deal.
From the Offer or Application Tasks page, click on the current deal status.
2. Select Executed (or whichever deal status you are wanting). Enter the date and click SAVE.
What happens when you execute an offer or lease application?
Updating the deal status to Executed will move an offer deal to the Executed Contract folder and will move an application deal to the Executed Lease folder, record the execution date, and the TIMELINE tab will also be available for users who subscribe to the PRO package and above.
Click here for help with mapping signatures, an execution date or other text to a document.