Automate the follow-ups, document requests, and deadline reminders that eat your day — and give every client a personalized portal that makes you look like the most organized agent in your market.
No credit card required · Setup in 5 minutes · Cancel anytime
The daily grind that keeps you from doing your best work.
Manually emailing clients for inspection reports, proof of insurance, and signed disclosures takes hours every week.
Without a clear progress view, buyers and sellers call or text constantly. Every status call is 10 minutes you don't get back.
Rebuilding the same checklist for every new deal, copying tasks from old files, or worse — trying to remember what comes next.
Six features designed to run your transaction workflow so you don't have to.
Every client gets a personalized portal with their task list, progress tracker, and document upload. No app needed.
Apply a task template to any deal in one click. Automated reminders go out before deadlines — without you lifting a finger.
Every uploaded document is automatically analyzed. You see document type, key findings, and recommended next steps within seconds.
Each task has a unique email address. Request documents with one click. When clients reply with attachments, they auto-attach to the task.
See all your active deals in one view. Know instantly what's overdue, what's closing soon, and what needs attention today.
Build your perfect buyer and seller workflow once. Apply it to every new deal. Consistent process, every time.
Three steps. That's all it takes to run a deal in CloseTrac.
Address, client name, type, closing date. CloseTrac generates your task timeline.
One click populates your entire checklist. Assign tasks, set due dates, and invite your client.
Automated reminders go to clients before each deadline. You focus on what requires your expertise.
14-day free trial included
Need more transactions? Add packs for $5/transaction.
Everything agents ask before getting started.
Most agents are fully set up in under 5 minutes. Create your account, apply your first template, and invite a client — that's it. No training calls required, though we offer them if you want one.
Yes — completely. Client portals are browser-based. Your clients click the link you send them and see their personalized portal instantly. No account creation, no app download, no friction.
You can purchase add-on transaction packs for $5 per transaction. Closed and cancelled deals never count toward your limit, so your active slot is always available for the next deal.
Not at all. CloseTrac is designed for agents who want to spend less time on software, not more. If you can send an email and use a checklist, you can use CloseTrac without any learning curve.
Everything. The full Agent plan — client portals, task templates, AI document analysis, email document requests, and your deal dashboard — for 14 days at no charge. No credit card required to start.