Every feature inside of Open To Close is fully customizable. Design the perfect system for you and your team.
Create any type of field that you need so that you can properly manage your transactions.
Every field automatically creates a merge field that can used inside of your email and text templates.
You can create the following field types:
Text
Description
Number
Decimal
Choice (dropdown menu w/ options)
Say goodbye to jamming transaction details into the wrong fields "just to make it work".
You now have total control of your transactions!
Create fully dynamic email templates which use merge fields, contact roles, and files roles.
Automatically add contacts to the email, pull in files, and replace merge fields from the transaction details.
Dynamically generate email and text content rather than writing it by hand.
Task templates are one of the main powerhouses of Open To Close.
Tasks keep you on track so that you always know what you need to do.
Set up tasks to automatically send emails or texts when they are completed.
Tasks can also send you notifications if they are past due.
Managing documents during a transaction can be a full time job - Open To Close make it much, much simpler.
You can:
Add custom buttons
Merge and split documents
Email documents
Receive documents via email
Organize inside of folders
Much more...
Easily assign global permissions, task responsibilities, and assign who is responsible for what inside of the transaction.
Easily create, update, merge, and manage your contacts inside of Open To Close.
Every contact record has the tools to send emails, text messages, and make phone calls. You can also add notes, assign a lead source, group, track transactions assigned to the contact, and much more...
Easily segment your transactions, listing, and contacts.
Every table and segment has custom filtering, table columns, date ranges, and user permissions.