Share a simple link and your clients get a full timeline of their transaction — milestones, dates, and what's coming next. No login, no app to download, no friction.
Clients view this anytime — no login needed
When clients can see the whole timeline at a glance, they feel in control. No more 'what's next?' calls — just a single link they can bookmark and check anytime.
Clients see every milestone — past, present, and upcoming — in a clean, visual timeline they can reference anytime.
Just share a link. Clients open it in their browser and see everything. No accounts to create, no passwords to forget.
Clients can add any milestone to Google Calendar, Outlook, or Apple Calendar with a single click.
Set up a transaction once, then let ClearClose handle the rest.
Enter the property address and client info, then add milestone dates — or apply a template to auto-generate the standard milestones.
ClearClose generates a unique share link for each transaction. Text or email it to your clients. They open it in any browser — no login needed.
When you change a milestone date in ClearClose, the client timeline updates instantly. Clients always see the latest information.
Complete list of transaction milestones with dates and descriptions
Visual timeline showing what's done, what's upcoming, and what's overdue
One-click 'Add to Calendar' for Google, Outlook, and Apple Calendar
Property address and transaction details displayed clearly
Utility provider information for easy reference before closing
No login or account required — just a shareable link
Automatically updates when you change milestone dates in ClearClose
Clean, mobile-friendly design that works on any device
When clients buy or sell a home, they're navigating one of the largest financial transactions of their lives. Naturally, they want to know what's happening. But as an agent, you can't always pick up the phone the moment a client has a question. And when they don't hear from you, they start to worry.
A shareable timeline gives clients on-demand access to their transaction status. They can check it at 11pm from their phone, first thing in the morning, or share it with their spouse. Every milestone is visible — what's been completed, what's coming up next, and what the target dates are. This self-service access dramatically reduces the 'what happens now?' calls that interrupt your day.
Because the timeline updates automatically when you change dates in ClearClose, clients always see current information. You don't have to remember to send an update email or make a phone call when a milestone shifts. The system handles it.
ClearClose's timeline isn't a generic project management tool. It was built by a real estate agent who understands the specific milestones that matter in a real estate transaction: contract signing, earnest money deadlines, inspection periods, due diligence windows, appraisal dates, financing contingencies, title review, final walkthroughs, and closing day.
Each milestone type comes with a clear label and description, so clients understand what each step means. The visual design shows progress at a glance — completed milestones are checked off, upcoming ones are highlighted, and overdue items are flagged. Clients get the full picture in seconds.
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