Creating a Relay
Detailed guide on creating new relays with different transaction types.
Transaction Types
Each relay has a transaction type that determines its initial status and how certain fields are labeled:
- Listing for Sale — For sellers. Initial status: Pre-Listing. Price label: List Price.
- Listing for Lease — For landlords. Initial status: Pre-Listing. Price label: Rent Price.
- Purchase — For buyers. Initial status: Pre-Offer. Price label: List Price.
- Lease — For tenants. Initial status: None. Price label: Rent Price.
- Real Estate Other — For other real estate deals. Initial status: None.
- Other — For non-real estate transactions. Initial status: None.
Address Autocomplete
When entering a property address, CloseRelay integrates with Google Places API to provide address autocomplete. As you type, matching addresses appear in a dropdown. Selecting an address automatically fills in the street, city, state, and ZIP code fields.
Tip: If autocomplete is not available, you can always type the address manually in each field.
Default Folders
When a relay is created, seven default document folders are automatically set up:
- Contract Documents
- Disclosures
- Addendums
- Title & Escrow
- Inspection
- Loan Documents
- Other
You can rename, reorder, or delete these folders, and create additional custom folders as needed.