Text clients from a transaction

Send a text

1. On the transaction, click Text in the header, or New text in the Texts card.
2. Choose who it's To and write your Message (up to 640 characters). The Check in and Closing date buttons fill in a starting message.
3. Click Send text.

Texts go out from your team's own number if you have one, or from Closingbird's shared number. Replies come back to the transaction, where everyone on your team can see them.

Opt-outs

The first text to a number says who it's from and that they can reply STOP. Replying STOP (or UNSUBSCRIBE) stops texts from your team to that number, and START turns them back on. The Texting page lists opted-out numbers, with Turn texts back on if someone asks.

Automatic deadline texts

Admins and coordinators can switch on Deadline texts to clients in a transaction's Texts card. Buyers or sellers then get a text a day or two before closing, and before the inspection period, appraisal, financing, earnest money and HOA review deadlines.