A family partner’s closing fees are recorded and tracked on the Closing Fees screen. To access this screen, open the Families tab in the Keystone ribbon and click Closing Fees.
Once the Closing Fees screen appears, select the name of the family partner you want to record closing fee payments for from the Name(s) drop-down list in the Family Parnter(s) Selection pane at the top of the screen. If you know the family partner's ID number, you can select it instead from the ID drop-down list.
If there are two people in one family partner record and they have different last names, you can find them under either last name in the Name(s) drop-down list.
By default, only family partners with the Paying Closing Fees box checked on the Payments/Payment Due tab are available in the Name(s) drop-down list. To include all family partners regardless of status in the Name(s) list, check the Show All check box at the bottom right of the screen.
Double-clicking the Name(s) field after you have selected a name takes you to the Family Partners screen, where you can review the basic data entered for that family partner. Clicking the button on the Family Partners screen brings you back to this screen.
The address corresponding to the family partner you select is displayed in the Address field immediately below the Name(s) field.
There are two tabs on the Closing Fees screen:
Click either of the links above to see more information about that tab.