This is the beginning of your customization journey! As you know, every real estate transaction is unique. You might manage several different contract types or work out of multiple states. Since every contract/state is different, the fields in your account must match up to the data you need to track for your files.

Remember, to avoid any confusion between what you see on your contracts and what you see in your Open To Close system, the verbiage matters.

Your first step in customizing your Open To Close Account will be to edit your Fields.

To access your Fields, navigate to the Hammer Icon in the left-hand menu and choose Field Editor. From here, you can toggle to the different Field Groups to review each Field Section currently available in your account.

Once in your Field Editor, there will be a purple box with the verbiage Field Group at the top left-hand side of your screen.

In the Field Editor, you will have the option to toggle between the different Field Groups and review the Field Sections and Fields within them. The order of the Field Groups will reflect how they display on your properties. This allows your team to keep your critical fields top of mind but still gives them the efficiency of toggling between Field Groups to update key details like your commissions.

As you review the Field Sections under each Field Group, take notice that the Field Sections are segmented out into the different parts of your transaction. This allows you to pull in sections of fields as needed, based on what you say is relevant to that specific transaction.

You can also review a bird’s eye view of the Field Sections by selecting Groups at the top of the Field Editor and then clicking Sort Groups. You will have the ability to drag and drop the Field Groups and Field Sections into your desired order.

There are six different types of fields that you can create in Open To Close; text, textarea, decimal, date, number, and choice fields.

All of the naming conventions of the fields can be customized, but there are 13 fields in your account that cannot be deleted; Contract Status, Contract Client Type, Address, State, City, Zip, County, Country, Listing Price, Purchase Amount, Contract Date, Closing Date, Listing Date.

At Open To Close, we always recommend segmenting and separating your Fields into different Field Groups and Field Sections. When you think of tracking your properties within Open To Close, you should only see the Field Sections that are pertinent to your transaction. We don’t need to see inspection information if the inspection has been waived.

Number Fields are used to help calculate the different dates you may track within Open To Close. If you enter a number of days into your contract, you might need that same field for days in your Open To Close account.

For example, Earnest Money is typically due in 3 days, but sometimes it’s written as 5 days or 7 days. You can use the Number Field in your Date Templates to help calculate that number.

Choice Fields are crucial to using conditional logic within Open To Close. Whether that's using it in your Smart Blocks to add or remove the verbiage on an email or using it in your Intake Forms so that a property populates with the applicable templates.

Fields are the main structure and support system for your properties within Open To Close.