Stop chasing information and keep every transaction moving.
Collect exactly what you need.
Create intelligent @ Requests to collect documents, dates, contacts, custom fields, messages, and more from anyone involved in the transaction. Every request stays connected to the transaction from start to finish.
No account required.
Recipients simply click the secure link in their email to upload documents, complete requested information, add contacts, or reply with a message. No login, password, or Open To Close account is required.
Automatically update your transaction.
Submitted information can be automatically added to your transaction or routed through an approval process before being accepted, eliminating repetitive data entry and reducing costly mistakes.
Only request what is missing.
Use customizable conditions to show request items only when they are needed. Ask for missing documents, contacts, dates, or custom fields while skipping information that already exists.
Build once. Use forever.
Save your most common @ Requests as reusable templates complete with request items, conditions, approval rules, document roles, contact roles, and custom fields for consistent workflows across every transaction.
Know exactly what is happening.
See when recipients open your request, review submitted information, send reminder emails with a single click, and configure automatic reminders so important requests never fall through the cracks.
Flexible enough for every transaction.
Collect a single submission or gather responses from multiple participants. Whether you are working with buyers, sellers, lenders, title companies, inspectors, or contractors, Open To Close adapts to your workflow.
Everything stays connected.
Messages, replies, documents, submissions, approvals, reminders, and activity history are all stored within the transaction, giving your team complete visibility without digging through email threads.
Get ready for a simpler, smarter way to manage your entire transaction workflow.