Capabilities
Every capability in Track to Close serves one goal: keep agents and clients aligned without repetitive check-ins, scattered files, or status confusion.
Visibility Layer
Deal Timeline
Show each stage from accepted offer through closing with status, responsible party, and next action in a single view.
Updates Feed
File uploads, comments, and milestone changes are recorded once and reflected instantly so every stakeholder sees the same narrative.
11:02 AM - Lender uploaded revised letter
Synced to agent and client views.
1:37 PM - Closing date confirmed
Timeline automatically advanced.
Execution Layer
Checklist System
Assign critical items, track completion, and reduce follow-up burden with clear ownership at each stage.
Signed purchase agreement
Action Required
Escrow deposit receipt
Complete
File Sharing
Keep disclosures, reports, and closing packets organized by stage so clients can find what they need without inbox searches.
Under Contract
Inspection Reports
Closing
Title & Lender Docs
Experience Layer
Present every update under your brand with your logo, language, and design profile so clients associate progress with your agency, not another app.
Brand Presence
Your agency voice at every touchpoint
Client Confidence
Clear expectations, fewer status calls
Operational Lift
More transactions with less overhead
Explore the complete workflow from first invite through final closing milestones.