Add New Contract Last updated: Sep 26, 2026

Use contract management to keep contracts organized and get reminders before renewals.

1. Expand Contracts in the left nav and click New Contract (or click the + in the top nav and select Contract).
2. Enter a Name (required).
3. Under Current Contract, set the Start Date, End Date, and Initial Signed On date.
4. Under Commercials, enter the Contract Cost, choose the period (per year, per month, per quarter, or one-time), and the Seller.
5. Add any Details and save the contract.

Once the contract is created, open it and click the edit (pencil) icon at the top right to add reminders, link properties and clients, upload documents, give other agents permission, add approval stakeholders, and link a pre-renewal checklist.