One platform.
Every deal handled.

Create a deal

Enter the property address, client name, deal type, and closing date. Takes 60 seconds. CloseTrac builds your entire transaction timeline automatically.

Assign tasks from your catalog

Pick a pre-built checklist or build your own. Assign tasks to your client or keep them internal. Every task gets a due date tied to your contract timeline.

Invite your client

Send a one-click invite. Your client gets their own branded portal - their name, their address, their task list. No app download. No login confusion.

CloseTrac handles the follow-up

Automated reminders go out before deadlines. Email document requests to any inspector or attorney in one click. AI analyzes every submission instantly - you stay in control without chasing anyone.

Your entire pipeline. In one view.

The deal dashboard shows every active transaction - who needs action, what's due, and where each deal stands. No spreadsheets. No hunting through email threads.

Your clients always know where they stand.

Every client gets a private, personalized portal - pre-loaded with their name, address, and task list. They see exactly what's due and can upload documents without a single email from you.

Your process, on autopilot.

Build reusable task templates for every deal type - buyer, seller, condo, new construction. Assign a full checklist to a new deal in one click. Customize per deal when needed.

Run your team like a top brokerage.

Brokers and team leads get a birds-eye view of every agent's pipeline. See who's closing, who needs help, and how many active deals are running - without micromanaging.

Team Overview - March 2026

Agents