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Feature

Contracts are now Agreements, with expiration tracking

What’s New

Contracts have a new name: Agreements. Every agreement your team works with lives in one place, and the ones with a term show you when they expire.

Agreements everywhere

  • The sidebar, record tabs, settings and automations now say Agreements. In settings, Contract Types is now Agreement Types.
  • Old links still work. Bookmarks, emails and notifications that point to a /contracts page take you to the matching agreement.

Choose how each agreement type behaves

Each Agreement Type has a new setting, Does this agreement expire?:

  • Expires — the agreement has a signed date and an expiration date, counts down, and alerts you before it lapses.
  • Dated, no required expiration — dates are tracked, but an expiration date is optional.
  • Follows its pipeline — no term; the agreement’s status follows its pipeline stage.

For types that expire, set a renewal reminder: how many days before expiration the assigned agent gets a renewal task (14 by default, or none).

Your own fields on every agreement type

The details specific to a type of agreement — a list price and MLS #, a loan amount, a retainer fee — are that type’s own custom fields. Edit them alongside the agreement’s dates on the contact’s Agreements tab. New agreement types from the template gallery come with suggested fields for your industry, and Add suggested fields on an existing type adds the ones it’s missing.

Terms and expiration on the contact’s Agreements tab

  • Agreements that expire show their status and a countdown, so you can see at a glance which are active, expiring soon or expired.
  • Mark a pipeline stage In progress (for example Under Contract or Clear to Close) and agreements entering it pause their expiration alerts. They show the stage’s name as their status.
  • Mark an agreement released when the client ends it early, and its alerts stop.

Templates for your industry

The Agreement Types template gallery now shows templates for your team’s industry, plus a general Agreement template every team can start from.

Agreements board

  • Cards show when each agreement expires and the commission.
  • New agreement asks which agreement type to start with, then opens the form with that type already picked.

Agreement Reports, rebuilt

  • Choose and rearrange the summary tiles you care about, including a breakdown by pipeline stage.
  • See results By Agent, or browse All Agreements in one list.
  • Export any report to CSV.
  • Press ⌘K (Ctrl+K on Windows) and type an agreement’s name, client, address or one of its field values to jump straight to it.