Calendar
See Everything From One View
Bring dates, tasks, emails, documents, and activity together in one calendar so everyone can see what happened, what’s next, and what needs attention.
Easily drag, drop, and add events to your calendar.
Simple and effective tools that remove the chaos from transaction management.
See Everything From One View
Bring dates, tasks, emails, documents, and activity together in one calendar so everyone can see what happened, what’s next, and what needs attention.
Easily drag, drop, and add events to your calendar.
Start every transaction with complete, accurate information.
Create repeatable intake forms that collect the right details upfront, reduce missing information, and give every transaction a clean starting point.
Stop Chasing Information
Create intelligent @ Requests that are delivered through a secure, personalized landing page. Recipients simply click the link, provide the requested information, and Open To Close automatically organizes every submission inside the transaction, helping your team spend less time following up and more time closing deals.
Keep every deadline on track.
Track contingencies, inspections, closings, and key milestones so your team always knows what is due, when it is due, and what cannot be missed.
Keep every document organized and easy to find.
Store contracts, disclosures, invoices, and transaction documents in one place so the right people can access the latest files without searching through emails or folders.
Make it clear who owns what.
Assign work, track progress, and create repeatable checklists so every transaction moves forward with clear responsibility.
Keep every conversation connected to the transaction.
Assign emails to the right property so communication, documents, dates, and decisions stay attached to the transaction they belong to.
Keep every person connected to the right property.
Organize agents, clients, lenders, title companies, attorneys, inspectors, and vendors so everyone involved in the transaction is easy to find.
See what is happening across your business.
Track pending files, closings, transaction volume, and team performance so you can spot problems, measure progress, and make better decisions.
Give clients and agents visibility without extra work.
Let the right people see transaction details, dates, documents, tasks, and updates without asking your team for another status report.
Create updates for every agent.
Generate simple weekly reports that show each agent their transaction status, upcoming deadlines, outstanding tasks, and what needs attention.
Connect Open To Close to the tools you already use.
Use integrations, webhooks, and API access to move transaction data between Open To Close and the systems your team depends on.
Connect with tools like Follow Up Boss, Brokermint, SkySlope, Dotloop, webhooks, and the Open To Close API.
Stay informed when something changes.
Receive real-time notifications whenever important activity happens inside Open To Close.
Trigger your own automations when transactions are created, documents are uploaded, tasks are completed, contacts are updated, and more.
Connect Open To Close with CRMs, marketing platforms, reporting tools, and custom applications using standard webhook events.
Get ready for a simpler, smarter way to manage your entire transaction workflow.