EX: I have a role for Earnest Money Holder. It’s usually the buying brokerage that is holding it. In this example, that is Benning Realty. The only reference to this holder (if it’s one of the brokers) is on page one of the contract so it pulls that info in as a contact.
Upon my review, I know that we have the full contact for that broker in the signature section of the Contract so I’d like to be able to easily copy that addition info (email/phone/etc) when I’m adding in Benning Realty as the Earnest Money Holder during the contract launch, rather than having to Launch Transaction, Open Docs, Open Contract, Find this Info, Copy, then go to Transaction Parties, Open Benning Realty Contact and Paste this additional info into the contract.
Right now, I use Transaction Detail Boxes to Grab some of this info in bulk so that I can copy from the contract and put it in a detail box, but it is somewhat repetitive to pull it here just so I can more easily add to a contact after the fact.
Bonus: It would be awesome to have access to the Contact Note field at this phase too! Just in case there is additional you need to sift through a bit before you decide which phone number is the cell VS the office, etc. Maybe there are two HOA contacts and you likely will only need one. I’d love to quickly copy that info and put in a note with this contact that way once my transaction is launched and urgent items are covered I can come back to this, review note, pull what’s needed, without having to separately open the contract again and look to see if this additional info was actually in there, just not in an obvious place.
