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Open the file, choose the disclosures from the document vault, and select Send for signature. Recipients sign in the browser (no separate account needed) and the status pill on each document updates in real time as parties complete their fields.

From the transaction header, open Sharing and add the buyer by email. They receive a branded portal link showing only the milestones and documents you have chosen to expose. You can revoke or re-scope access at any time per file.

A red compliance flag means a document your brokerage marks as required is missing or unsigned. Open the Compliance panel on the file to see exactly which item is outstanding, upload or send it, and the flag clears once the requirement is satisfied.

Once financing, appraisal, and all contingency tasks are checked off, the stage selector unlocks Clear to close. Set it, and the file moves to the clear-to-close column on your board and notifies the parties you have configured for that milestone.

Go to Contacts, choose Import, and either connect a supported CRM or upload a CSV. Map your columns to YayTrack fields on the preview step, and duplicate detection merges anyone who already exists rather than creating a second record.