Foreclosure timeline, event files & close-out

The horizontal timeline, attaching files to events, and closing a loan out as foreclosed.

Updated June 19, 2026

The Foreclosure tab shows a horizontal timeline of your events plotted by their actual dates, with the filled bar running from case start to today.

Attaching files to an event

Each event row has an Attach button — upload the notice, filing, or receipt and it ties to that point on the timeline (it also lands in the loan's Documents, tagged Foreclosure).

Closing the loan out

When the process completes, use the close-out action: confirm, enter any final court / attorney / other fees, and the loan is marked Foreclosed for your CPA files. Once foreclosed, only an Owner or Admin can edit the loan. Everything is audited.

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Tracking foreclosure & calendar syncManage a foreclosure timeline and subscribe to deadlines in your calendar.
Delinquency letters — arrearage statement & demand/NOD lettersGenerate an arrearage-history statement or a configurable demand / Notice-of-Default letter from a loan's current delinquency figures — templates only, have an attorney review before sending.
Collections workbench — the aging queue, call outcomes & promises to payWork every delinquent loan from one aging-driven call queue: log calls, texts, and letters with outcomes, record promises to pay, and see broken promises surface at the top.
Bankruptcy tracking — chapters, the proof-of-claim snapshot & resolutionsOpen a per-loan bankruptcy case: pick the chapter, snapshot the proof-of-claim figures at filing, track court dates on your calendar, and resolve the case with interest recaptured or waived.
County auto-fill on a foreclosure caseStarting a foreclosure case fills in the county automatically from the property's tax record, so the jurisdiction is right.
Payoff statements & the Texas variantGenerate the official payoff-statement PDF from Close Out → Paid Off, and choose the Texas variant for TX-collateral loans — same figures, extra state-specific disclosures.
Full circle: convert foreclosed collateral to a rentalThe property came back at foreclosure? One guided step turns it into a rental — with a carrying-basis worksheet seeded from unpaid principal, foreclosure costs, and escrow advances.

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Attaching files to an event

Closing the loan out

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