Collect every document without chasing anyone.
Every file knows which documents it needs. Request what's missing with a private upload link, and Closingbird sends the follow-ups for you.
"Just checking in on that document…" (for the fourth time)
I don't know what's missing until the file is due.
Required documents are added to each file and tracked from day one.
Clients can't figure out where to upload.
One private link, no login, straight from their phone.
I chase the same lender every day.
Automatic reminders go out for you, timed to the due date.
Documents land on the right file
Uploads, email attachments and signed documents all end up on the transaction, next to the deadlines they belong to.
- Email into the file: every file has its own address; connect Gmail or Outlook to use yours.
- E-signatures with a certificate of completion.
- Private storage with links that expire in minutes.
From signed contract to organised file in minutes
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 suggested with the rule behind it. You check and confirm them.
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.
Frequently asked
Do clients need an account to upload?
No. They get a private link by email, or by text if you choose, that works in any browser with no login. PDFs, photos, Word and Excel files are accepted.
Does Closingbird follow up for me?
Yes. Up to three automatic reminders go out: on the due date and every two days after, or a few days after the request if there's no due date.
Where are documents stored?
In private storage. They're opened with links that expire in minutes, never public URLs.
Can I request documents from lenders and title too?
Yes. Send an upload link to any party on the transaction, with up to 15 documents in one request.
More of what Closingbird does
Let the follow-ups run themselves
Send your first upload link today. 14 days free, no card needed.