ClearClose manages 5 data types including transactions. Helps you organize, track, and share your work in 1 place for teams and solo users.

How does ClearClose know when to send reminders?

When you create a transaction, you enter the key milestone dates — contract signing, inspection, due diligence period, financing contingency, appraisal, final walkthrough, and closing. ClearClose then sends reminders to your clients automatically before each milestone based on the timing you choose (typically 1 to 3 days in advance). You don't have to remember to send anything — the system handles it.

Can I customize reminder timing?

Yes. You can set how many days before each milestone the reminder should go out. Company admins can set default reminder timing for the whole team, and individual agents can adjust per transaction. You can also send manual reminders at any time for ad-hoc updates or last-minute changes.

What types of milestones can I track?

ClearClose supports all standard real estate milestones: contract signing, earnest money deadlines, inspection periods, due diligence windows, appraisal dates, financing contingencies, title review, final walkthroughs, and closing day. You can also create custom milestone types for any deadline specific to your workflow — document submission, broker review, commission deadlines, or anything else.

Does ClearClose work for both buyer and seller transactions?

Yes. When you create a transaction, you specify whether it's a buyer deal, seller deal, or both. The milestone templates and reminder language adjust accordingly. You can also add additional contacts — attorneys, lenders, inspectors, coordinators — and specify which side of the transaction they represent.

Is there a free plan?

Yes. ClearClose is free for up to 2 active transactions — no credit card required. This lets you try it with real deals and see how it works for your clients. When you're ready for more, Pro plans start at $14.99/month for up to 15 active transactions. Team and high-volume plans are also available.

How long does it take to set up a transaction?

Setting up a transaction takes about 5 minutes. You enter the property address, client contact info, and key milestone dates. If you use a milestone template, the standard milestones are pre-populated — you just adjust the dates. Once saved, reminders start sending automatically and the client timeline is immediately shareable.

Built by a real estate agent · Built from real-world experience

Your clients always know what's next.

Automatically keep buyers and sellers informed with milestone reminders, a live transaction timeline, and daily updates from contract to closing.

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See How ClearClose Works in Under 90 Seconds

Daily Digest — Upcoming Milestones

📋

Active Deals

🔔

This Week

✅

Sent

⏰ Upcoming Milestones

Due Diligence Ends

702 Cinnamon Way

Today

Closing

308 Riverwind Dr

In 2 days

Closing

40 Spring Village Ln

Jun 4

Clients always know what's next.

Share a live transaction timeline — no login required. Clients can check their milestones anytime, from any device.

✅See upcoming milestones and completed dates at a glance

📅Add any milestone to their personal calendar in one click

🔔Receive automatic reminders before each key deadline

🛡️Feel guided and confident from contract to closing

This is one of your strongest competitive advantages — and it runs automatically.

308 Riverwind Drive

Transaction Timeline

Under Contract

✅Contract Signed

Apr 10

✅Earnest Money Due

Apr 12

✅Inspection

Apr 17

⏳Financing Contingency

Jun 1

⏳Final Walkthrough

Jun 14

⏳Closing Day 🎉

Jun 15

Clients view this link anytime — no login needed

Real estate agents carry a lot in their heads.

Inspection deadlines. Due diligence dates. Financing milestones. Final walkthroughs. Closing day. Clients expect you to guide them through it all, even when life and deals get busy.

One missed reminder can create stressed clients.

One confused client can damage trust.

One overlooked deadline can become a bigger problem fast.

ClearClose keeps everyone one step ahead.

Set up a transaction timeline once, then let ClearClose handle the reminders.

1. Add the key dates

Create a timeline for a buyer or seller transaction using the milestones that matter most.

2. Connect your clients

Buyers and sellers receive friendly reminders before important dates arrive.

3. Stay ahead daily

Agents receive a daily digest showing upcoming milestones across active transactions.

ClearClose is not another heavy transaction manager. It is a simple reminder and timeline tool built to reduce stress, protect trust, and help agents guide clients well.

What agents and clients get

Fewer "what happens next?" texts

Clients know what is coming, which reduces confusion and repeat questions.

More confident clients

Buyers and sellers feel guided instead of left guessing during the process.

Less mental load

You no longer have to rely on memory to keep every client informed.

Simple early access pricing

Start with a free trial or use ClearClose free for up to 2 active transactions.

Free

For agents who want to try it slowly.

✓Up to 2 active transactions
✓Client email reminders
✓Daily agent digest

Pro

$14.99 / month

For active agents who want calmer transactions.

✓Up to 15 active transactions
✓Automatic milestone reminders
✓Optional client text reminders (client opt-in)
✓Client transaction timeline
✓Daily agent digest

Team

$59.99 / month

For small teams managing a higher volume of deals.

✓Up to 40 active transactions
✓Everything in Pro
✓Great for small teams

TC / High Volume

$149.99 / month

For transaction coordinators handling serious volume.

✓Up to 150 active transactions
✓Everything in Team
✓Built for repeat TC workflows

Frequently Asked Questions

Try ClearClose on your next transaction.

Use it with one or two real deals and see if it helps your clients feel more informed while giving you one less thing to keep in your head.

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