The Disposition Contract Summary

Overview

The Disposition Contract Summary allows you to export a spreadsheet that summarizes the active service contracts associated with a property. This report is commonly used during property sales or dispositions to provide potential purchasers with a clear overview of vendor agreements and obligations.

In this article, you’ll learn how to export the Disposition Contract Summary, how to share the same contracts in a Secure Data Room, how the Upon Disposition field affects which contracts appear in the report, and why some contracts may be excluded. Understanding these settings ensures your export accurately reflects the contracts that may transfer to a purchaser during a disposition.

The Disposition Contract Summary

To export a summary of your active service contracts:

1. Go to your Property.
2. Click the "More Actions" icon at the top-right.
3. Choose "Export Contract Summary" from the drop-down menu.
4. Review and resolve any warnings.
5. In the Confirm Export window, choose one option:
   • Just export the summary: you get the Excel summary only. This is the default.
   • Download the contract files with the summary: you also get copies of the original contract files.
   • Create a Data Room share of the included contracts: you get a share link for the contracts in the summary. See Creating a Data Room Share from the Export.
6. Click Export Now to receive the Excel file.

Creating a Data Room Share from the Export

Use this option to give a purchaser the same contracts that are in your summary, without selecting them again.

1. Follow steps 1–4 above.
2. In the Confirm Export window, select Create a Data Room share of the included contracts, then click Export Now.
3. The Create Data Room Share window opens with the contracts from the summary already included. Set the Expiration date.
4. Create the share.
5. Copy the share link and send it to the recipient.

The new share appears in Manage Shares on the property's All Contracts tab. Excluded contracts (see below) are not part of the share.

The Upon Disposition Field

If you want a contract to appear in the Disposition Contract Summary Export, then it must have a status set for Upon Disposition.

These are the statuses:

• Assumable - the purchaser may choose to continue or cancel the contract
• Must Take - the purchaser must take the contract
• National - the purchaser may not have the contract
• N/A - Not Applicable, and intentionally excluded from the report

Understanding Excluded Contracts

Not everything appears in the exported Contract Summary.  These are the reasons why something might be excluded:

Archived Contracts

If a contract is archived, then it was intentionally excluded from all reporting, but preserved for record-keeping.  You can "Restore" any archived contract at any time.

Expired Contracts

Any contract with an end date in the past is thus expired.  To make it active, just remove the expiry date or set it in the future.

Policy Exclusions

All licenses, permits, warranties, and inspections are intentionally excluded because they aren't "Contracts" in this context.

Missing Start Date

If a document/contract is missing a start date, then Pivott doesn't know if it was ever excluded or intended to be included.  You can easily set your own start date, and then it will be included in this report.

Disposition Issues

Various possible conflicts could cause this exclusion and warning.  This most commonly happens when the Upon Disposition field is blank or set to "N/A".  You can set the status manually to fix this.

Overrides

If a Contract is marked as "Assumable" or "Must Take" but the Vendor is marked as "National", then the National status will override the status on the contract.