Transaction coordinator software that reads the contract for you.
Upload the executed purchase agreement and Closingbird sets up the file: every deadline, the checklist, the parties and the documents you'll need. Then it keeps everyone moving until closing.
The job is keeping 30 files in your head. It doesn't have to be.
I retype every date from the contract into a spreadsheet.
Closingbird suggests every date from the contract. You check them and confirm.
An addendum moved closing, and now half my calendar is wrong.
Change one date and the dates that depend on it move too, on the file and on your calendar feed.
I spend my mornings chasing the same three documents.
Send a private upload link and Closingbird sends the reminders for you.
Every date on every file, before it's due
Calendar days or business days, counted from acceptance or back from closing. Each deadline has an owner, and each owner gets a morning reminder before their date.
- A deal trail on every file showing what's done, what's next and what's overdue.
- Reminders in each owner's time zone, sent before the date, not after.
- A private calendar feed you subscribe to from Google, Apple or Outlook calendar.
Know what's missing before it holds up closing
Each file gets its required documents automatically. Request what's missing from clients or lenders with a link that needs no login.
- Automatic follow-ups: up to three reminders, timed to the due date.
- E-signatures with a signing order and a certificate of completion.
- Email into the file: every file has its own address, and with Gmail or Outlook connected, attachments land on the right transaction.
Fewer "any update?" calls
Email and text every party from the file, and give clients a private status page that answers "where are we?" on its own.
- Texting with replies kept on the file and STOP opt-outs and quiet hours honoured.
- A client status page with progress and what's next.
- Drafted follow-ups for anything overdue, ready for you to review and send.
Run your whole TC business in one place
CRM that fills itself
Every party on a file becomes a contact, with their transactions, emails and texts.
Invoice your fee
Bill the TC fee from the file, prefilled, and take payment online with PayPal.
Tasks and boards
Checklist steps and your own tasks on one board, with a daily list of what's due.
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
How long does it take to set up a new file?
Minutes. Upload the executed contract, review the dates, parties and amounts Closingbird suggests, and confirm them. The checklist and required documents are added for you.
Can I bring in the files I'm already working on?
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.
Do my clients and the other agent need an account?
No. They get private links to upload documents, sign, or check the transaction's status, with no login.
I work for several agents. Can they see their own deals?
Yes. Invite them as agents and they see only the transactions they're on, with what's next on each. They can also send you new deals through their own intake link.
More of what Closingbird does
Put your next file on Closingbird
Upload one contract and see every deadline set up in minutes. 14 days free, no card needed.