Every file complete, reviewed and on record.
Give your agents and coordinators one way to run a transaction, review files before they close, track commission, and keep a complete record of every deal.
Compliance shouldn't mean chasing agents for paperwork.
Files reach compliance missing half the documents.
Required documents are tracked on every file from day one.
Commission disbursements are a manual scramble.
Record the split and generate the CDA from the file.
An audit means digging through inboxes.
Archive every file with its documents and activity log.
Review files before they close
Coordinators submit files for review. Reviewers approve each document or ask for changes, then approve the file or send it back.
- Required documents tracked per file, so gaps show before review.
- Approve or send back with notes the coordinator sees on the file.
- A certificate of completion on every e-signed document.
Complete records, ready when you need them
Export a spreadsheet of every file, or download a complete file as a ZIP with every document, signed copies and a summary.
- Commission & CDAs: record the split and payouts, and generate the CDA as a PDF.
- Roles: agents see only their own transactions.
- Retention settings for how long closed files are kept.
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
Can agents see other agents' transactions?
No. Agents see only the transactions they're on, and can't change commissions or shared settings.
How does compliance review work?
A coordinator submits a file for review. A reviewer approves each document, asks for changes or marks it not applicable, then approves the file or sends it back. Pending files wait in a review queue.
Can we export our data?
Yes. Export a spreadsheet of every transaction, or download complete files as ZIPs with every document, signed copies and a summary, at any time.
Does Closingbird send wiring instructions?
No. Closingbird never sends wiring instructions, and its acceptable use policy forbids using it to.
More of what Closingbird does
Bring every file up to standard
Try Closingbird on a live file. 14 days free, no card needed.