How can we help?

Getting Started

• Create your first transactionAdd a transaction, upload the executed contract and let Closingbird set up the deadlines, checklist and parties.
• Import the transactions you're already workingBring in a stack of executed contracts or a spreadsheet of open files, with past deadlines marked done.
• Invite your team and choose rolesAdd coordinators and agents, and what each role can see and do.
• My Work, reminders and the morning emailOne list of what's due across every file, and how to choose when you're reminded.

Integrations

• Import from Brokermint, Dotloop or SkySlopeConnect your brokerage's platform, pick transactions to bring in, or import new ones automatically.

Billing & Payments

• Plans, the free trial and active-transaction limitsWhat each plan includes, what counts toward the limit, and what happens when the trial ends.
• Export your records and close out filesDownload a spreadsheet or complete files, set how long closed files are kept, and close or reopen a transaction.

Transactions & Deadlines

• How contract reading worksWhat Closingbird reads from a contract, which files it can read, and what to check afterwards.
• Business days vs calendar daysHow deadlines are counted, and which holidays are skipped.
• Change a deadline or key dateEdit acceptance and closing, change how a deadline is counted, and mark deadlines met or waived.
• Add your deadlines to Google, Outlook or Apple CalendarA private calendar link that keeps your deadlines in the calendar you already use.

Documents & E-signatures

• The checklist and required documentsHow each file's checklist and document list are set up, and how to change your team's standard.
• Request documents with an upload linkAsk a client, lender or anyone else for documents. They upload with no login, and reminders go out for you.
• Send a document for e-signatureChoose signers and signing order, place fields, and get a signed copy with a certificate of completion.
• Email documents into a transactionEvery transaction has its own address. Forward attachments to it, or connect Gmail or Outlook.

Clients & Communication

• Text clients from a transactionSend texts that stay on the file, how opt-outs and quiet hours work, and automatic deadline texts.
• Share a client status pageA private link that shows clients where their transaction stands, with no login.
• Drafted follow-ups and CopilotFollow-up emails drafted for anything overdue, and answers about your pipeline in plain English.

Team & Brokerage

• Compliance reviewSubmit a file for review, and how reviewers approve documents or send them back.
• Commission and the CDARecord the split and payouts, generate the commission disbursement authorization, and track what's received.
• Let agents send you new deals with an intake linkA short form that opens a new transaction, contract included.

CRM, Invoicing & Booking

• Your CRM fills itself from your transactionsEvery party on a transaction becomes a contact, with the deals they've been on.
• Invoice your TC fee from a transactionCreate a prefilled invoice from the file, send it, and get paid online or by check.
• Set up a booking pageA booking link for consultations and walkthroughs that checks your calendar and adds bookings to your CRM.
• Tasks and boardsYour own tasks next to every checklist step, on a board, with reminders.

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