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Create and update settlement date calendar events for closings

Create and update settlement date calendar events for closings

Your CRM settlement dates and deal stages can drift from team calendars, causing missed prep and closing overlap. Keep events aligned so agents and office managers act same day.

Create and update settlement date calendar events for closings

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Overview

When settlement dates change in your CRM, calendars often lag and prep gaps appear before closings. This flow creates, updates, or removes closing events so agents and office managers see accurate dates immediately and avoid same-day scheduling conflicts.

Create and update settlement date calendar events for closings