Every deadline, from contract to close.
Closingbird reads the executed purchase contract, sets up every deadline and checklist step, and keeps buyers, sellers, agents and lenders on track, so nothing slips between acceptance and the closing table.
From signed contract to organised file in minutes
No retyping dates into a spreadsheet. Upload the contract and Closingbird does the setup, then keeps the file moving.
Upload the contract
Drop in the executed agreement, upload a batch, or let an agent send it through your intake link.
Check the dates
Every deadline, party and amount is filled in, with the rule behind each date. Look it over and change anything that's off.
Everyone stays on track
Checklists, document requests, reminders and texts go to the right person before each date, not after.
Close and keep it
Submit for compliance review, track commission, and archive the complete file with every document.
Every date on the file, counted correctly
Calendar days or business days, counted from acceptance or back from closing. When an addendum moves a date, the dates after it move too.
- A deal trail that shows at a glance what's done, what's next and what's overdue.
- Morning reminders for each owner, in their own time zone, before the date.
- Your calendar: subscribe to a private feed from Google, Apple or Outlook.
Know what's missing before it holds up closing
Each file gets its required documents automatically. Ask for what's missing with a private upload link and Closingbird follows up for you.
- Upload links for clients and lenders, with no login and automatic reminders.
- E-signatures with fields placed on the signature lines and a full audit trail.
- Email into the file: every file has its own address, and with Gmail or Outlook connected, attachments land on the right transaction.
Keep every party in the loop, without the "any update?" calls
Email and text the people on a transaction from one place, with every message kept on the file. Give clients a status page that answers "where are we?" on its own.
- Texting with replies on the file, STOP opt-outs honoured, and quiet hours for automatic texts.
- A client status page: a private link showing progress and what's next.
- Drafted follow-ups for anything overdue, ready for you to review and send.
One standard for every file
Share the work across coordinators, give agents their own view, and keep the brokerage's records complete.
Roles that fit
Admins, coordinators and agents. Agents see only their own transactions.
Your checklist
Start from a proven real estate checklist and make it your team's standard.
Compliance review
Coordinators submit files, reviewers approve or send back with notes.
Commission & CDAs
Record the split, generate the commission disbursement authorization, and track what's received.
Intake links
Agents send new deals through a two-minute form, contract included, and the file opens itself.
Complete records
Export a spreadsheet of every file, or archive complete files with every document and the activity log.
The business side is built in, too
A CRM, invoicing, task boards, booking and e-signatures come with every plan, connected to your transactions. That's a stack of apps you no longer pay for or keep in sync.
CRM that fills itself
Every buyer, seller, agent and lender on a file becomes a contact, with their transactions, emails and texts in one timeline.
Explore the CRMInvoice your fee
Bill your TC fee from the transaction, prefilled with the agent, address and closing date. Take payment online with PayPal.
Explore invoicingTasks and boards
Every checklist step is a task on the right file. Work them on a board, and start each day with one list of what's due.
Explore tasksBooking pages
Share a booking link for consultations and walkthroughs. It checks your Google or Outlook calendar, adds Meet links, and sends confirmations and reminders.
Explore bookingE-signatures
Send documents for signature from the file, in signing order, with a certificate of completion on every signed PDF.
Explore e-signaturesAI Copilot
Ask "which files have overdue deadlines?" or "what's missing on 12 Maple Street?" and get answers from your own transactions.
Only sees files you can seeWhat changes when the file runs itself
| Closingbird | Spreadsheet, calendar & inbox | |
|---|---|---|
| Setting up a new file | Dates read from the contract, ready to check | Typed in by hand |
| When an addendum changes a date | Dependent dates recalculate | Every row and calendar event updated by hand |
| Reminders | Each owner, before the date, in their time zone | Whatever you remember to set |
| Missing documents | Tracked per file, requested with automatic follow-ups | Chased one email at a time |
| "Where are we?" from clients | A status page and texts, all on the file | A phone call |
| Contacts, invoices, tasks and meetings | A CRM, invoicing, tasks, booking and e-signatures, built in and linked to each file | Several more apps to pay for |
| At closing | Compliance review, commission and a complete archive | Folders to assemble |
Built for the files that matter most
Real estate files carry contracts, IDs and money. Closingbird is built to handle them carefully.
Free calculators for agents and TCs
Count a contract deadline, check a closing date or run a commission. They run in your browser, with no sign-up.
Guides for running a clean file
Listing Agent Checklist: From Listing Agreement to Accepted Offer
Everything on the listing side before a deal goes under contract: pricing and the listing agreement under NAR's …
Real Estate Trust Account Rules: Commingling, Deposits, Reconciliation and Records
How broker trust and escrow accounts work: what counts as commingling and conversion, how fast earnest money must …
Buyer Representation Agreement: What It Must Say and When You Need One
The written buyer agreement explained: NAR's requirements since August 17, 2024, what compensation terms must look like, how …
Frequently asked
Which contracts can Closingbird read?
Upload the executed purchase agreement as a PDF, along with any counter-offers and addenda. Closingbird suggests the dates, parties and amounts it finds. Forms differ by state, so look over the dates it found. Each one shows which document it came from, and you can change any of them.
Do clients, lenders and other agents need an account?
No. They get private links to upload documents, sign, or check the transaction's status, with no login. Only your team signs in.
How do reminders work?
Each deadline and checklist step has an owner. Owners get a morning email before their dates, in their own time zone, and you choose when reminders arrive. You can also switch on texts to clients before key deadlines and closing.
Can I bring in the files I'm already working?
Yes. Upload a batch of executed contracts or import a spreadsheet of your open transactions. Dates that have already passed are marked done, so everything starts on track.
Can agents use it too?
Yes. Invite agents to your team and they see the transactions they're on, with what's next on each. Agents can also send you new deals through your intake link.
What happens after the free trial?
Choose a plan to carry on where you left off. If you don't, your account pauses. Nothing is deleted, and you can still download your files. Plans start at $49 a month; see pricing.
Put your next file on Closingbird
Upload one contract and see every deadline set up in minutes. 14 days free, no card needed.