Export your records and close out files
Download a spreadsheet or complete files, set how long closed files are kept, and close or reopen a transaction.
Close a transaction
- Close transaction asks for the closing date. Steps due after closing stay in My Work.
- Mark as fell through records the reason, what happened to the earnest money, and the date.
- Reopen undoes either.
Download one file
On any transaction, Download file gives you a ZIP with every document (signed copies included), a summary PDF and the activity log.
Records & exports
Open Transactions and click Export.
- Spreadsheet: choose which transactions and a date range, then Download spreadsheet.
- Archive of complete files: pick Closed in <year>, Every closed or fell-through file, or Everything, and click Build archive. You'll get an email with a download link that works for 7 days.
How long closed files are kept
Admins can choose to keep closed and fell-through files for 3, 5, 7, 10 or 25 years (7 by default). Nothing is deleted automatically. An admin deletes files past that period by confirming the count.