Orders
Here's where your files stand today.
⌕
| File # | Property Address | Buyer | Seller | Price | Closing | Status |
|---|
Order Details
Mobile Home Details
Park / Community
All changes save automatically as you type.
Parties
Buyer
Seller
Lender
Closing Agent
Buyer Information
Forwarding Address
Buyer's Agent
Transaction Coordinator
All changes save automatically as you type.
Fees & Balances
Sale Price
$
$
Seller-financed loan — seller debit, buyer credit, paid outside closing
Earnest Money Deposit
$
Amount deducted from the holding agent's own commission — reduces what that agent is paid at closing. No extra funds change hands.
▾Title & Settlement
DescriptionPayeeAmountPaid ByPOC
▾Transfer Charges
DescriptionPayeeAmountPaid ByPOC
▾Miscellaneous Fees
DescriptionPayeeAmountPaid ByPOC
▾Lender Fees
Enter loan details and add lender-specific fees below.
$
Add fees charged by or related to the lender. Check Net to deduct from loan disbursement. Check POC for fees paid outside closing.
DescriptionPayeeAmountPaid ByNetPOC
Aggregate Adjustment
-$
Negative adjustment to escrow — shown as its own line on settlement statement
Seller's Agent Commission
$
Included within commission amount (disclosed only)
$
$
Buyer's Agent Commission
$
Included within commission amount (disclosed only)
$
$
Amount buyer pays directly to their agent above seller contribution
$
Tax Prorations
Municipal Taxes
Tax Period: January 1 through December 31
Credit to Seller
$
Days: 0|Per Day: $0.00
$0.00
Credit to Seller
County Taxes
Tax Period: January 1 through December 31
Credit to Seller
$
Days: 0|Per Day: $0.00
$0.00
Credit to Seller
School Taxes
Tax Period: July 1 through June 30
Credit to Seller
$
Days: 0|Per Day: $0.00
$0.00
Credit to Seller
Lot Rent
Lot Rent
Prorated on a monthly basis (actual days in month)
Credit to Seller
$
Days: 0|Per Day: $0.00
$0.00
Credit to Seller
Other Prorations
Payoff Management
Track mortgage payoffs, liens, and other debts
Total: $0.00
▾Credits & Adjustments
Add any manual credits or debits to either side. These appear on the settlement statement under "Adjustments".
DescriptionAmountSeller SideBuyer Side
Net Proceeds to Seller
$0.00
Total Due from Buyer
$0.00
Seller Statement
Credits / Debits
| Description | Credit | Debit |
|---|---|---|
| Net Proceeds to Seller | $0.00 | |
Buyer Statement
Debits / Credits
| Description | Debit | Credit |
|---|---|---|
| Total Due from Buyer | $0.00 | |
Documents
Generate closing documents pre-filled with order data
Standard Closing Documents
Warranty Bill of Sale
Transfer of ownership, as-is, purchase price
Errors & Omissions Agreement
Authorization to correct clerical errors post-closing
Seller's Affidavit
Seller's sworn statements regarding ownership and liens
Purchaser's Affidavit
Buyer's sworn statements regarding the purchase
Receipt of Keys & Possession
Acknowledgment of key handover and possession transfer
Park Approval Acknowledgment
Buyer acknowledgment and indemnification for park residency
Affidavit of Shortages
Sworn statement re: post-closing proration/tax shortages — seller(s)
Settlement Statement
Full ALTA settlement statement — 3 pages including Order Balance
Optional Documents
Notice of Property Settlement
Pre-closing notice with date, time, and instructions
Payoff Request
Authorization for lender to release payoff information
Payoff Enclosure
Cover document sent with payoff check to lender
Limited Power of Attorney (Buyer)
Formal, notarized authority to sign title-transfer documents when a party can't attend closing — buyer(s)
Limited Power of Attorney (Seller)
Formal, notarized authority to sign title-transfer documents when a party can't attend closing — seller(s)
Processing Sheet
Internal cover sheet — generate after closing
Authorization to Sign (Buyer)
Informal same-transaction stand-in signing authorization, for when the principal is present/reachable — buyer(s)
Authorization to Sign (Seller)
Informal same-transaction stand-in signing authorization, for when the principal is present/reachable — seller(s)
Templates
Save common fee sets and apply them to any order
Templates
Save lender fee structures that auto-populate when applied to a transaction
Contacts
Agents, lenders, TCs, attorneys, and manufactured-home communities you work with frequently
Statement Preview
Settings
Build v7.91 · a check is drawn on the account you are in, the way Qualia does it — operating posts to the register, escrow asks which file · the dashboard finds checks already sitting on the wrong file · a check written from the accounting tab no longer picks a file for you — you choose it · a bank line you have already dealt with never comes back, even though every line is identified differently now · identical bank lines are told apart, so matching one clears that one and it stays gone · a check the bank cleared for a different amount is offered for correction instead of reading as missing · the bank review panel no longer comes back collapsed because of a click made when it was empty · saving no longer looks like somebody else saving, so the program stops asking to reload and throwing you back to the login screen · a check is only called stale after six months, not three · a deposit typed in as a payment is named, instead of reading as missing · the bank review says Review, not a paragraph — the reason is on the hover · when several entries could be the same bank line, it shows you all of them and you pick — and every unmatched row has Find match · a bank line that will not match now tells you what it searched for and what it found, instead of just saying there is no open item · a bank line whose entry is already in your books says so, instead of claiming there is no open item · a check the bank names by number now matches however long it sat before it was cashed · File & Balance, Dashboard and Needs Review are named the same in the menu as on the page · the dashboard only claims to have checked what it actually checked · Overfunded on the disbursements banner and the file badge, the way it already reads everywhere else · the year-end tax summary prints again instead of opening an empty window · a credit card no longer offers to write a check · Banking is a place you can click to, not a folder that opens onto nothing · a bank account pointing at a name you have since changed is reported, not counted as matched — and the overnight sync says so instead of skipping it in silence · import several statement files at once — say which account each belongs to, then review them one at a time · import a statement file into any account from the Register, including credit cards ·File Readiness steps aside when the window is narrow, and the menu shows when it has more · the automatic sign-out watches the clock, so a sleeping or background tab still signs out · the setup QR is drawn by the program, and the key stays hidden unless you ask for it · the two-step setup screen shows the code you should be seeing, and says what is wrong when it will not take one · two-step verification can always be turned back on · the saved descriptions live in the invoice line itself · mark an invoice paid in two clicks, from the list · the Automatic Clearing count belongs to the account you are on · commission lines named the way she names them · the disbursement breakdown reads like the settlement statement · a broker check breaks down the way the commission page does · an issued invoice can be renumbered · every window opens at the top, not where you left it · the last of the explanations moved behind the ? · finalising an invoice closes the window · a payment records how, when and how much · a company with no individual is a contact, and parks show up on an invoice · a ZIP fills the city and state on invoices and contacts too · the next invoice number no longer needs a card of its own · the ledger, the disbursements page and the check stub now show the same breakdown · a seller’s stub shows net proceeds, not the whole working · the check memo fills itself from the file · Underfunded and Overfunded replace Out of Balance and Over-disbursed · a second address line for property, contacts and invoices · quick add and extra details on an invoice line · an Attn line that never fills itself · the bank review re-checks itself on screen, not just overnight · a line you delete stays deleted · a save can never blank a fee sheet · Underfunded and Overfunded on the Orders page · the explanations pop up in a little box instead of moving the page · the bank review re-checks itself instead of freezing a wrong answer · the register adds up receipts before payments on the same day · the explanations are behind a ? now, out of the way until you want them · no more abbreviations in the accounting menu · accounting is organised by account now, the way Qualia does it · an audit readiness dashboard for each account · reconciliation history keeps the daily checks too · restore points now tell you the truth about how many there are · a practice copy that cannot touch your real books · invoices print in Arial · a finalised invoice can still be corrected · invoicing, entirely separate from settlement · accounting reports, including the trial balance · a daily three-way check that locks nothing · your escrow accounts have a register at last · a holdback is a payment type like any other · automatic cloud backups you can restore from anywhere · the ledger reads like Qualia · the program tells you who still owes money in · money owed is always visible · post closing disbursements · a check total always matches what it pays · split, move and separate a charge · new files can never reuse a file number · see what a payment is made up of · Quicken and bank-file import removed · Banking page · two-step verification · bank sync pagination · correct a check amount · escrow default for new files · Settings no longer wipes accounts · Sync Now no longer reloads · accepted matches leave the list · your own chart of accounts · check numbers advance when recorded · closed files no longer hide money owed · fee sync on active files only · warnings instead of refusals · import selects everything · release a holdback from Disbursements · bank feed suggests amount corrections · 05 Sep 2026
Company Information
Order Defaults
Which escrow account a newly created file is assigned to. Existing files keep the account they already have.
Default Fees
These fees are automatically added to every new order.
DescriptionPayeeAmountPaid BySection
Invoice Quick Add
The descriptions offered in the dropdown when you write an invoice. One per line. Anything new you type on an invoice is added here by itself, and you can edit or remove any of them.
Logo
Upload your logo to appear on all generated PDFs. Recommended: PNG with transparent background, at least 300px wide.
No logo uploaded
Data Storage
Your data automatically saves to Supabase cloud storage and is accessible from any device at amhclose.com. A local backup is also kept in this browser.
Automatic Restore Points
Restore points kept in this browser so you can roll back a mistake. They are gone if you clear site data or change machine — which is what the cloud backups below are for. (Snapshots cover your records; uploaded Vault files aren't included.)
Cloud Backups
Taken automatically every morning and kept off this machine — three weeks of daily copies plus the first of every month. Download one any time, or restore it here. If this program ever fails completely, they are also readable in your Supabase dashboard under Table Editor → backups.
Not loaded yet — press Refresh.
Closing Agents
The closers who show up in the dropdown on each file's Parties → Closing Agent tab.
Chart of Accounts
The income and expense accounts every operating transaction and journal entry is categorized into. Income and Expense accounts drive your Profit & Loss statement; Transfer (e.g. earned fees moved from trust) and Equity / Draw accounts are excluded from Profit & Loss.
Task Schedule
These are the standard closing-checklist items. Set how many days each is due, and whether it's counted after opening (the Agreement of Sale date, or the file open date), before closing, or after closing. Auto-generate from closings on the Tasks page stamps these due dates onto every active file's checklist. Leave the days blank to give a row no automatic due date.
Checklist Item
Days
When
File Numbering
Set the next file number and customize the file number format. The year resets automatically each January 1.
Appears before the year and sequence, for example AMHC-20260015
Next file will be:
Proration Defaults
Configure how prorations are calculated for new orders. These defaults can be overridden on individual files.
Applies to municipal, county, and school tax prorations
Default From / Through Date Logic
Default Paid / Unpaid Status
Login & Security
Each person has their own account for amhclose.com. Accounts are created in Supabase; passwords are never stored here.
Two-Step Verification
Asks for a 6-digit code from your phone as well as your password. Required of
settlement companies by the FTC Safeguards Rule (16 CFR § 314.4(c)(5)).
Automatic Sign-Out
Signs you out after a period of no activity, so an unattended screen does not
stay open on the escrow records. You are warned a minute before and can stay in.
File Checklist
Track progress for this file
Overall Progress
0%
Pre-Closing Tasks
File Notes
Calendar
Closings, signing appointments & task deadlines
Month
Next 30 Days
Tasks & Deadlines
Every open item across your files, sorted by urgency
File & Balance
Escrow receipts, disbursements & three-way reconciliation for your escrow / IOLTA accounts
Showing files & balances for the selected escrow account.
Bank Statement
$0
Reconciled balance
Book Balance
$0
Ledger total
Held for Files
$0
Trial balance (Σ files)
Reconciliation
—
Bank − Book
Escrow Held by FileClick a file to open its ledger
| File # | Property | Received | Disbursed | Balance Held |
|---|
Ledger — All Transactions
| Date | File | Type | Payee / Payor | Reference | Receipt | Disburse |
|---|
Banking
Review what the bank has reported
Reconcile Trust Account
Match your bank statement to the ledger, item by item
$
$
Statement Balance
$0
Target
Cleared Balance
$0
Begin + cleared
Items Cleared
0
0 deposits · 0 payments
Difference
$0
Statement − Cleared
Deposits & Receipts In
| Date | File | From | Reference | Amount |
|---|
Checks & Disbursements Out
| Date | File | To | Reference | Amount |
|---|
Check Register
Running checkbook for your accounts
Current Balance
$0
Book balance
Cleared Balance
$0
Marked cleared / R
Uncleared
0
Items not yet cleared
Deposits − Payments
$0
This account
Register
| Date | Number | Payee / Description | File / Category | Payment | Deposit | Status | Balance |
|---|
Cleared (matched to bank, editable)
Reconciled (locked after Finish & Lock)
New Invoice
Defaults to the next one. Type over it to enter an older invoice under its own number.
30 days after the invoice date unless you change it.
Bill To
What it is for
| Description | Amount |
|---|
Total$0.00
Record Payment
$
This records the payment on the invoice only — the deposit still goes in your register.
Invoices
For services rendered outside of a closing
Outstanding
$0
Issued and unpaid
Overdue
$0
Past the due date
Paid this year
$0
All Invoices
| Date | Number | Status | Bill To | For | Amount | Due |
|---|
Accounting Reports
Is the money where the books say it is?
Dashboard
Does this account tie, and what is still outstanding?
Reconciliation History
Reports & Analytics
Your business at a glance
Closings
0
This year
Revenue
$0
Fees earned
Pipeline Value
$0
Active + on hold
Escrow Held
$0
In trust now
Average Days to Close
—
Open → closing
Closings by Month
Revenue by Month
Files by Status
Top Referring Agents
Profit & Loss Statement
Cash-basis income statement for your operating account, by account, including posted journal adjustments. Trust/escrow money and transfers/owner draws are excluded.
Year-End Tax Summary
Operating-account income and expenses by category for the selected year, with split transactions broken out into their categories. Hand this to your accountant at tax time. Trust/escrow money is excluded — it isn't your income.
Income
Expenses
General Journal
Manual debit / credit adjusting entries — accruals, corrections, depreciation, non-cash items
Entries
0
All time
Total Debits
$0
Posted
Total Credits
$0
Posted
Journal EntriesEach entry must balance (debits = credits)
| Date | Reference | Account | Memo | Debit | Credit |
|---|
Ledger
Escrow account
Receipts & disbursements for this file post here.
Ledger — disbursement breakdownThe breakdown is built from the fee sheet.
| Posted On | Instrument # | Type | Description | To / From | Status | Credit | Debit |
|---|
Receipts
Funds ReceivedMoney coming into escrow for this file
| Date | Received From | Method | Reference | Memo | Amount |
|---|
Disbursements
Disbursement Sheet
| Posted On | Type | Instrument # | To | Amount |
|---|
Document Vault