Transaction Management
Open To Close
Transaction management that keeps deals from slipping through the cracks.
$99 $99/mo (Grow) · $199/mo (Pro) · $399/mo (Scale); +$69/user. Verified
Open To Close focuses on the unglamorous work that quietly loses deals: tasks, deadlines, and document handoffs between contract and closing. It gives coordinators and agents a repeatable workflow so nothing falls through, with automations that nudge the next step forward. It's purpose-built for transaction coordination rather than trying to also be your CRM.
Pros & cons
What we like
- Repeatable workflows so deadlines don't slip
- Automations that move each deal forward
- Built for coordinators, not bolted onto a CRM
Where it falls short
- Not a CRM or a lead source
- Requires disciplined setup of templates
- Overkill for very low deal volume
Who it’s for
Best for
- +Teams with a dedicated transaction coordinator
- +Brokerages standardizing their closing process
Not great for
- –Solo agents closing a handful of deals a year
- –Anyone wanting one tool to do everything
Integrations
DotloopDocuSignGoogle DriveZapier