Close deals.
Not browser tabs.

Automate the admin. Keep the relationship. CloseTrac handles the follow-ups, doc requests, and deadline nudges - so you show up for clients when it actually matters.

No credit card required
Free 14-day trial
Cancel anytime

2,400+ agents trust CloseTrac

Used at

RE/MAXCompassKeller WilliamsCentury 21eXp RealtyColdwell Banker

Client Portal

Feels personal.
Runs automatically.

Every client gets their own branded portal - their name, their property, their checklist. It looks like you spent hours on it. You spent none.

One-click invite - no app download required
Personalized with their name & property address
Accept inspection proposals with a single tap
Email a secure link - anyone submits docs without logging in
AI reads every document the moment it arrives
See it in action
456 Ocean Drive Transaction
MT

Welcome Back, Marcus!

456 Ocean Drive · Miami, FL

Action Required1 Task

Upload appraisal waiver

Attachment Required
DUE TODAY
InspectionChoose Inspection Time

Pro Home Inspectors

Mar 18 · 9:00 AM

Accept

Allied Inspections

Mar 19 · 2:00 PM

Accept
Completed
4 tasks ↓

Everything included

More clients. Same personal touch.

CloseTrac automates the busywork so your clients always feel taken care of - and you have the bandwidth to take on more of them.

All your deals, one view

See every transaction, deadline, and client status at a glance. Know exactly who needs attention today - before they have to ask.

AI contract import

Upload a purchase agreement and AI extracts the price, closing date, commission, earnest money, and up to 20 tasks — filling your entire deal in seconds. No manual entry.

Tasks that trigger themselves

Set tasks to fire at a date, or chain them so the inspection brief only appears after the offer is accepted. Zero manual scheduling — your workflow runs on autopilot.

A portal that feels personal

Every client gets a branded portal with their name, their property, and their exact to-do list. It feels like white-glove service - without the extra hours.

Email documents right into tasks

Each task has its own inbox address. Forward any email with an attachment and it auto-attaches instantly. Or share the deal inbox with vendors — AI routes documents to the right task.

AI reads every document for you

Every submitted file is analyzed by AI the moment it arrives. Get the document type, key findings, a Pass/Fail result, and a recommended next step - without opening a single PDF.

See all features

See it in action

From contract to close, on autopilot.

Watch how CloseTrac tracks every deal, keeps clients informed, and routes documents automatically.

CloseTrac product demo

Deal Dashboard

Every deal. Every deadline. One view.

See every deal, every client, and every upcoming deadline in a single view. Know who needs attention before they feel neglected - and handle it in seconds, not hours.

Upload a contract — AI fills dates, tasks & commission in seconds
Spot at-risk deals before they stall
Progress bars so clients always feel momentum
Request any doc, or bulk-send tasks to clients in one email
Explore the platform

Customer stories

Loved by agents across the country.

I was worried automation would make my service feel cold. It's the opposite - clients say I'm the most communicative agent they've ever had. CloseTrac sends the nudges, I get the praise.

SM

Sarah Mitchell

Top Producer · RE/MAX

I went from 8 active deals to 22 without hiring anyone. The portal keeps clients informed and engaged so I'm not constantly playing middleman. Best $49 I spend every month.

DP

David Park

Broker · Compass

Every client feels like my only client. CloseTrac personalizes everything with their name and property - it looks like I spent hours on it. I spent five minutes.

MR

Monica Rivera

Agent · Keller Williams

Simple pricing

Powerful results. Transparent pricing.

Every plan includes client portals and a 14-day free trial. One extra deal more than pays for the year.

2x

more deals managed

↓ 60%

less admin time

5 min

to launch a deal

Most popular

Agent

1 seat

One account, 3 active transactions included. Buy more as you need them - closed and cancelled deals never count toward your limit.

$49/month
Start 14-day free trial
1 agent account
3 active transactions included
Client portal for every deal
Custom task catalogs & templates
AI contract import — dates, tasks & commission
Email requests, deal inbox & bulk task emails
AI analysis on every submitted document
Task scheduling, triggers & inspection scheduling

Broker

Up to 10 seats

For brokers and team leads running a full roster. 20 active transactions across your team.

$249/month
Get started
Up to 10 agent accounts
20 active transactions included
Broker team dashboard & shared templates
AI contract import — dates, tasks & commission
Email requests, deal inbox & bulk task emails
AI analysis on every submitted document
Task scheduling, triggers & inspection scheduling
Dedicated onboarding call
256-bit SSL
SOC 2 compliant
Cancel anytime

Running more than 20 active transactions? Contact us for a volume add-on →

Ready to close smarter?

Join 2,400+ top-producing agents who close more deals with less admin - and still have time for clients.

No credit card required
Free 14-day trial
Cancel anytime