Automate the admin. Keep the relationship. CloseTrac handles the follow-ups, doc requests, and deadline nudges - so you show up for clients when it actually matters.
Welcome Back, Sarah!
Your transaction at 123 Maple Street
Upload signed purchase agreement
Attachment RequiredWire earnest money deposit
Review inspection report
Sign title commitment docs
Active Deal
123 Maple Street
Progress
3 / 7
Closing: Mar 28, 2026
Task submitted!
Sarah J. · Proof of Funds · just now
2,400+ agents trust CloseTrac
Used at
Client Portal
Every client gets their own branded portal - their name, their property, their checklist. It looks like you spent hours on it. You spent none.
Welcome Back, Marcus!
456 Ocean Drive · Miami, FL
Upload appraisal waiver
Attachment RequiredReview HOA documents
Schedule closing walkthrough
Everything included
CloseTrac automates the busywork so your clients always feel taken care of - and you have the bandwidth to take on more of them.
See every transaction, deadline, and client status at a glance. Know exactly who needs attention today - before they have to ask.
Pre-built task templates for every stage. Select a checklist, invite your client, and everything is set - no setup required.
Contract dates drive your entire timeline. When dates shift, tasks auto-adjust. You'll never manually update a spreadsheet again.
Every client gets a branded portal with their name, their property, and their exact to-do list. It feels like white-glove service - without the extra hours.
Send inspectors, attorneys, or clients a secure upload link in one click. Or just forward any email with an attachment to the task's dedicated address - it auto-attaches instantly.
Every submitted file is analyzed by AI the moment it arrives. Get the document type, key findings, a Pass/Fail result, and a recommended next step - without opening a single PDF.
Agent Menu
Active Deals
123 Maple St
456 Ocean Dr
Deals Overview
Manage your real estate transactions
3
Active
1
Closing Soon
2
Closed
Volume
$2.3M
| Property | Client | Status | Closing | Tasks |
|---|---|---|---|---|
123 Maple Street | Sarah J. | Closing Soon | Mar 28 | 5/7 |
456 Ocean Drive | Marcus T. | Active | Apr 15 | 6/9 |
789 Park Ave | Jessica C. | Active | May 2 | 2/6 |
Deal Dashboard
See every deal, every client, and every upcoming deadline in a single view. Know who needs attention before they feel neglected - and handle it in seconds, not hours.
Customer stories
“I was worried automation would make my service feel cold. It's the opposite - clients say I'm the most communicative agent they've ever had. CloseTrac sends the nudges, I get the praise.”
Sarah Mitchell
Top Producer · RE/MAX
“I went from 8 active deals to 22 without hiring anyone. The portal keeps clients informed and engaged so I'm not constantly playing middleman. Best $49 I spend every month.”
David Park
Broker · Compass
“Every client feels like my only client. CloseTrac personalizes everything with their name and property - it looks like I spent hours on it. I spent five minutes.”
Monica Rivera
Agent · Keller Williams
Simple pricing
Every plan includes client portals and a 14-day free trial. One extra deal more than pays for the year.
2x
more deals managed
↓ 60%
less admin time
5 min
to launch a deal
Agent
1 seatOne account, 3 active transactions included. Buy more as you need them - closed and cancelled deals never count toward your limit.
Broker
Up to 10 seatsFor brokers and team leads running a full roster. 20 active transactions across your team.
Running more than 20 active transactions? Contact us for a volume add-on →
Join 2,400+ top-producing agents who close more deals with less admin - and still have time for clients.