Contract Management
Offers an all-inclusive contract management system for homebuilders with easy document generation and management capabilities for your entire organization.
With contract management in Constellation CRM CSales, you can easily search the contact database for key prospect information, including home site plan, options, financing choices, walk-in date, media source, and other criteria. Every type of contract is supported: purchase agreements, addendums, stipulations, lender agreements, detailed option addendums, escrow instructions, owner occupancy, notice of affiliated business, realtor agreements, cover sheets and more.
Create your own contract documents with CSales internal document creator. There’s no need to learn new third party word processing applications that cost you in training and additional license fees. Constellation offers professional contract creation services to address your specific needs at a nominal cost.
You can assign contract document availability at a number of levels: Divisional, Community, or Sales Agent based. Create a single document and include it in separate packages for each division or community, without the need to create duplicate documents.
Create templates for your contract documents with pre-entered information unique to each division and community to avoid time-consuming data entry and eliminate errors.
Export your contract documents and email them directly from CSales. Add merge fields to your contracts by pulling information directly from your CSales customer records, eliminating handwritten documents.
Comprehensive customer or inventory records are fully supported and merged together, including:
Customer information: name, address, phone numbers, email address, co-buyer information, deposit information, incentives, and detailed realtor information.
Escrow information: contingency, sale date, estimated and actual closing date, reservation date, walk-thru date, and user-defined custom escrow fields.
Inventory Information: community information and legal name, association fee, construction start and completion dates, building and floor number, home site number and address, stage, tract, phase, job number, plan and elevation details and premiums, and user defined home site features and information.
Financial Information: loan amount, builder assistance, base and total price, closing costs, mortgage insurance and taxes, option amounts, down payment, points and fees, rates, estimated monthly payment, and detailed lender information.
You can merge, edit, export to PDF, and print contracts directly from CSales for each customer. Contracts are stored in CSales under individual buyer, by generation date. Easily attach signed copies of each document to the customer record in any file format. You possess complete contract history immediately available at-a-glance for every customer.
- Create your own contract documents with CSales document creator templates
- Address special, atypical requirements with Constellation’s professional contract creation services
- Possess complete, at-a-glance contract history at your fingertips
