1. Homebuilder Management Implementation Guide
  2. Preparing Closing Worksheets in Proof Mode

Preparing Closing Worksheets in Proof Mode

Access the Closing Worksheet form.

To prepare closing worksheets:

  1. Enter the lot closing date in the Close field.

  2. Review and confirm the amounts and accounts created for the lot from the closing worksheet template.

  3. Modify the closing worksheet with additional information, such as title costs, document fees, escrow fees, or other amounts, from the closing document.

  4. Click OK.

  5. From the Form menu, select Worksheet Proof.

  6. Access the Closing Worksheet Proof report to verify that the closing worksheet is accurate and in balance.