Stage 01
Initialize
Create the client and deal record with key transaction details, stakeholders, and target milestones.
- check_circleClient profile setup
- check_circleDeal framework creation
Workflow
How Track to Close works in practice.
A structured flow that supports your process from client onboarding to closing day, while keeping communication clear and consistent throughout.
Core Sequence
Three stages from kickoff to close.
Stage 02
Activate
Invite clients into a branded portal and align everyone on tasks, document requests, and milestone timing.
- check_circleSecure portal invite
- check_circleShared task visibility
Stage 03
Advance
Update milestones and files in real time so both team and clients track progress without fragmented communication.
- check_circleTimeline progression
- check_circleClosing readiness tracking
What Agents Control
The operational command layer.
Keep deal execution on track with role ownership, required-item queues, and timeline checkpoints that mirror your real process.
Schedule appraisal
Today
Review HOA package
Tomorrow
What Clients Experience
A calm, guided journey.
Clients see exactly where the deal stands, what changed, and what they need to do next - no training or portal confusion required.
- check_circleSimple mobile and desktop access
- check_circleCentralized document view
- check_circleClear milestone and action status
Run every deal with more clarity.
Give clients one private source of truth while your team keeps full control of execution.