Including Estimated Closing Costs in a Purchase File (MB)

Including Estimated Closing Costs in a Purchase File (MB)

To view Estimated Closing Costs for a purchase file, navigate to the Financial screen and click on the Estimated Closing Costs screen. 

Estimated Closing Costs in a Purchase file calculates the estimated costs to close the transaction. This can be created in either a two- or three-column document using their respective buttons at the top of the screen.
  1. Add the financial information to your file.
  2. To create the two- or three-column document, use the Create Estimated Closing Costs (2 Column Version) or Create Estimated Closing Costs button (for the 3-column document).
  3. If necessary, you can add the Balance Required to Close to the Trust Statement by checking the Carry Over to Trust checkbox. 
Note: Keep the estimated closing costs update to date by clicking Make Estimated Closing Costs after updating the Financial screen.


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