Closing OS Staging UI

The file

Representation (side)

Starting file phase

Display name (optional)

Lifecycle status

Price ($)

Earnest money ($)

First name

Last name

Email

Phone

Address line 1

Address line 2

City

State

Postal code

Country

MLS number

Stored for handoff only — Closing OS does not sync CRM automatically. Leave blank for a standalone file.

CRM account id

CRM opportunity id

CRM contact id

Only if your brokerage maps deals to internal user ids — not required to create a file.

Assigned agent id

Initial note (optional)