Steps and dates by state
Option period and earnest money in Texas. Inspection period and escrow deposit in Florida.
Closings
From contract to keys, everyone knows what’s next.
Each closing has its steps and dates by state, its people, its documents and a page for the client.
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What it does
Everyone in the file
Buyer, seller, the other side’s agent, title company and inspector.
Documents in one place
Upload each one with its kind, and share it with your clients or with one kind of person on the file.
A private page for each person
No password. Your client sees the steps, what comes next and the documents you share. Others get their own link, with the steps and documents for their role.
After the closing
One click plans tasks for the review, the referral and the anniversary.
What it doesn’t do
- If you represent both the buyer and the seller, both see what you share with clients.
See it with your own office in mind.
Early access for agents and brokers in Texas and Florida.