Track every deal, every document, every deadline, and every client touchpoint in one place. CloseDaily keeps your transactions organized so you can focus on closing.
See every active transaction at a glance. Visual stage tracking shows you exactly where each deal stands — from executed contract through inspection, appraisal, financing, and closing day.
Upload, organize, and share every document tied to a transaction. Contracts, disclosures, inspection reports, title work — everything lives in one secure place that your clients and co-op agents can access.
Never miss a contingency deadline, option period, or closing date again. CloseDaily tracks every critical date with countdown timers and sends automated reminders to you and your clients before anything expires.
Give your buyers and sellers a branded portal where they can track their transaction progress, view documents, send messages, and see what's coming next. No app download required — just a secure link.
Yes. Every transaction includes a client portal where buyers and sellers can view milestones, upload documents, read messages, and track what's happening next. It's a secure web link — no app download required. Clients see a progress bar, key dates, and their full document library.
CloseDaily handles document storage, organization, sharing, and version tracking. For e-signatures, CloseDaily integrates with SigAgnt — our standalone e-sign platform that's included free for all CloseDaily users. Together, they cover your full transaction document workflow from first signature to closing.
Yes. Create custom stages, checklists, and date templates for buyers, sellers, leases, or any deal type. Save them as reusable templates so every new transaction starts with the right steps pre-loaded. You can also set stage-based automations — when a deal moves to a new stage, tasks, reminders, and client notifications fire automatically.
Start your free 7-day trial.