Confirm a closing date

When the closing party confirms the closing date, record it on the engagement's “Confirm the closing date” task. WarpCore keeps the date confirmed, the day and who confirmed it. Each property of the engagement has its own closing date, and the card lists each date once, with the properties that close that day: a date shared by several reads, for example, 37 properties, which opens to their names. You choose which dates the closing party confirmed, and one button records them.

When a property's closing date changes after it was confirmed, the task asks for it again. Its card shows “Closing date changed · confirm again” with a glowing edge, and so does your My Tasks card. The task does not move and holds nothing up: confirm again when the closing party has confirmed the new date. Earlier confirmations stay in the task's history.

• You must be on the task, hold its job role, or be a manager of the project. Anyone else sees the dates and the history, and no Confirm closing date. A confirmation by someone who holds the job role is recorded under their name, and the person on the task stays on it.
• Confirm only a date the closing party has confirmed. If they give another date, change the property's closing date first.
• A property with no closing date has nothing to confirm. The card says “No closing date”, and the property has no box.
• A property that is Closed or Dead has no closing date to confirm, so the task does not list it.

1. 1.
   Open the engagement. In its Work panel, open “Confirm the closing date”. Under Closing date, each date to confirm has a box, ticked. A confirmed date has a green check and no box, and comes last. A date that changed since it was confirmed has its box again, with a yellow mark.
2. 2.
   Untick each date the closing party has not confirmed. Select all and Deselect all tick or untick every date to confirm. When only one date needs confirming, there are no boxes.
3. 3.
   Select the button: Confirm 2 dates (it counts the dates ticked), or Confirm closing date or Confirm again when there is one date.

   Work on this engagement · the closing date

   Example · sample data

   Confirm the closing date

   Done

   Demo Contributor

   You

   Closing date changed · confirm again

   Closing date

   11/10/2026 · 20 Pine Street

   11/03/2026 · 18 Pine Street

   Confirm again

   History (1)

   1. 1
      Changed. A closing date changed since it was confirmed. Shown on a shut card and on My Tasks too.
   2. 2
      The new date. The property whose date changed since it was confirmed.
   3. 3
      Confirm again. Records the changed dates as confirmed. Shows only to the person on the task, others who hold its job role, and the managers of the project.
   4. 4
      History. Every confirmation: the day, who, and the dates.

A date confirmed and not changed since keeps its confirmation: the button records only the dates ticked. A date left unticked stays to confirm.

When the transaction closes, check it off on the engagement's closing task:

1. 1.
   Open “The transaction closes”. Its checklist counts each line by closing date. “Closing date reached” checks itself on the day. “Funds moved: title or escrow confirmed”, “Deed recorded” and, where a property's state requires the form, “State form recorded” wait for you.
2. 2.
   Tick a line when it is done. With several closing dates, a line reads, for example, Deed recorded · 2 of 3 dates: open it and tick each date. One tick covers every property closing that day.

• A popup says Closing date confirmed, Closing date confirmed again, or how many dates were confirmed.
• Each date you confirmed has a green check, and moves to the end of the list. “Closing date changed · confirm again” is gone from the card and from My Tasks once no changed date is left.
• History lists the new confirmation first.

• There is no button and no box: you are not on the task, you do not hold its job role, and you are not a manager of the project, or every date is confirmed as it stands. The button is grayed out while no date is ticked.
• A message says “A closing date changed since you opened this. The card now shows the current dates.” A date moved, or its properties became Closed or Dead, while the card was open. Nothing was recorded. The card is read again with the dates as they are now. Check them with the closing party, then confirm.
• A message says “Confirming the closing date is for the person on this task, others in its job role, or a manager of the project.” Ask the person on the task, or a manager.