8:02 AMPurchase agreement forwarded
A client forwards the signed purchase agreement. The Close reads the PDF, extracts key fields, drafts intake outreach, and opens the transaction record.
You review and approve the draft in about 12 seconds.
For realtors and transaction coordinators
Transaction coordination that keeps up with your volume
Close more deals without hiring additional coordination headcount. The Close reads contracts, drafts communications, tracks dates, and prepares filings while you stay in control. A human approves every action that matters.
Who this is for
Teams handling 5 to 40+ deals each month who want faster execution and cleaner broker reporting without handing off judgment calls.
- 5-15 deals/month - solo
- 15-40 - team
- 40+ - coordinator
A day in the life of one transaction
- 8:02 AM
- 9:47 AM
- 2:30 PM
- 4:45 PM
- 7:15 PM
9:47 AMInspection scheduled
The Close drafts coordination messages for the buyer side, listing side, and inspector. It updates the timeline and stages reminders for tomorrow.
You check the language once, then approve in about 8 seconds.
2:30 PMDisclosure deadline in 48 hours
The Close flags the missing seller disclosure, drafts the follow-up request, and pauses the next workflow step until the signed file is attached.
You send the request in about 4 seconds.
4:45 PMSigned addendum captured from email
The buyer-side representative replies with the signed addendum. The Close's Gmail filter catches it, files the PDF in the deal, and flags it as a signed document with an urgency tag for your review.
You see the addendum in your deal timeline without opening Gmail. Zero manual filing.
7:15 PMWire receipt received from title
Your title company emails the receipt. The Close files the document in the transaction and timestamps the entry for broker audit trails.
You still confirm transfer details with your title company through a known secure channel. The Close does not send, receive, verify, or hold wire instructions or client funds.
Total your time today: about 8 minutes. Total coordination time absorbed by The Close: about 4 hours and 23 minutes.
Doing it yourself vs. hiring support vs. The Close
| Workflow | Doing it yourself | Hiring a TC | The Close |
|---|---|---|---|
| Reads contract fields | You | Handled manually | Contract fields parsed for review |
| Drafts routine outreach | You | Handled manually | Drafts prepared, you approve |
| Tracks deadlines | Spreadsheets and reminders | Calendar and checklists | Workflow timeline with escalation |
| Files disclosures | You | Handled manually | Filing actions prepared for review |
| Captures deal emails | Manual folder or search | Manual folder | Auto-captured via Gmail filter, auto-labeled |
| Audit trail for broker review | Partial | Manual exports | Timestamped approvals |
| Coverage outside business hours | Limited | Limited | Continuous monitoring |
| Scales with deal volume | Limited | Requires added headcount | Scales with team throughput |
| Cost | Your evenings and weekends | $1,000-$3,000/mo | $149-$349/mo |
Reads contract fields
Doing it yourself: You
Hiring a TC: Handled manually
The Close: Contract fields parsed for review
Drafts routine outreach
Doing it yourself: You
Hiring a TC: Handled manually
The Close: Drafts prepared, you approve
Tracks deadlines
Doing it yourself: Spreadsheets and reminders
Hiring a TC: Calendar and checklists
The Close: Workflow timeline with escalation
Files disclosures
Doing it yourself: You
Hiring a TC: Handled manually
The Close: Filing actions prepared for review
Captures deal emails
Doing it yourself: Manual folder or search
Hiring a TC: Manual folder
The Close: Auto-captured via Gmail filter, auto-labeled
Audit trail for broker review
Doing it yourself: Partial
Hiring a TC: Manual exports
The Close: Timestamped approvals
Coverage outside business hours
Doing it yourself: Limited
Hiring a TC: Limited
The Close: Continuous monitoring
Scales with deal volume
Doing it yourself: Limited
Hiring a TC: Requires added headcount
The Close: Scales with team throughput
Cost
Doing it yourself: Your evenings and weekends
Hiring a TC: $1,000-$3,000/mo
The Close: $149-$349/mo
The approval model
You stay in control of high-consequence decisions. The Close prepares the work and pauses before outbound communication, filing, or date changes.
Lower-risk coordination work keeps moving in the background, with each action logged so broker compliance reviews are straightforward.
See what requires approvalEvery deal email, captured without lifting a finger
Lost documents buried in email threads are the number one pain for transaction coordinators. The Close eliminates this with automatic email capture that works with your existing Gmail.
60-second setup
Create a deal, add your contacts, and import one Gmail filter file. Every email from those contacts auto-forwards to the deal — done for the life of the transaction.
Documents sorted automatically
Signed addenda, inspection reports, disclosures, closing docs — each attachment is tagged automatically so you find it when it matters, not when you remember to file it.
New parties, auto-detected
When an email arrives from someone not yet on the deal, The Close suggests adding them. Confirm their role and the filter updates automatically.
Frequently asked questions
- How does my broker review proposed actions?
- Outbound messages, filed documents, and date updates land in your Approval Inbox first. You approve, deny, or edit, and each decision is timestamped for export.
- Can my broker rely on the audit trail?
- Actions are attributed, timestamped, and exportable in one click. The Close supports broker compliance programs with clear review history.
- What if a draft needs changes?
- You catch edits in the Approval Inbox before anything is sent. Update the draft or deny it, then move forward with the corrected version.
- What forms do you support?
- The Close is form-agnostic. Connect your TransactionDesk, zipForm, or Dotloop library and let The Close read those files automatically.
- How does email capture work?
- Each deal gets a unique email address. Install a one-time Gmail filter and every email from deal parties is automatically forwarded to The Close, filed in the deal timeline, and labeled by document type. You can also CC the address manually on any thread.
- Does The Close replace my Gmail?
- No. Your email stays in Gmail. The Close watches a forwarded copy and files attachments so you never lose a document in a thread.
- Can I keep my current tools?
- Yes. The Close is designed to fit your existing stack and can be rolled out one transaction at a time.
- How is this different from Open To Close?
- Open To Close focuses on configurable task tracking and templates. The Close performs coordination work and routes actions through human approval.
- Does The Close handle earnest money or wire transfers?
- No. The Close is transaction management software, not a title company, escrow service, or funds custodian. Confirm transfer instructions with your title company by phone using a previously known number.
Your next transaction can run itself. Almost.
Start free and run one approval-gated deal before rolling out team-wide.