Automate client milestone reminders, manage upcoming deadlines, and keep buyers, sellers, and agents informed — all from one simple dashboard.
Multiple files, dozens of deadlines, and clients who all want to know what's next — ClearClose takes the reminder burden off your plate.
No more logging into a spreadsheet to figure out who needs a reminder today. ClearClose sends them automatically.
Inspection periods, due diligence, financing contingencies, appraisals, walkthroughs, and closing — all tracked in one timeline.
Buyers, sellers, agents, attorneys, and coordinators all get the right updates at the right time.
Set up a transaction once, then let ClearClose handle the rest.
Create transactions with property addresses, client info, and milestone dates. Apply templates to standardize your setup process across every file.
ClearClose sends email and SMS reminders to clients before each milestone. You get a daily digest showing what's due across all your active files.
Monitor every deadline from your dashboard. Overdue items are flagged automatically. When a transaction closes, ClearClose sends congratulations and utility reminders.
Automated email and SMS reminders sent to clients before each milestone
Shareable client timeline — no login required for buyers and sellers
Daily digest showing upcoming deadlines across all your active transactions
Custom milestone types for TC-specific workflows
Milestone templates to standardize your file setup process
Additional contacts (attorneys, lenders, inspectors) kept in the loop automatically
Utility reminder emails sent before closing so clients aren't caught off guard
Team plan supports up to 150 active transactions for high-volume TCs
Transaction coordinators manage the operational side of real estate deals — tracking deadlines, ensuring compliance, coordinating between parties, and keeping everyone informed. It's a detail-heavy job where missing a single deadline can put an entire transaction at risk.
ClearClose was built to take the most time-consuming part of TC work — client communication and deadline tracking — and automate it. Instead of manually sending reminder emails for each milestone on each file, you set up the transaction once and ClearClose handles the reminders. Instead of cross-referencing spreadsheets to find what's due today, you get a single digest email every morning.
For high-volume TCs managing 20, 50, or even 150 active files, this automation isn't a luxury — it's essential. The daily digest alone saves hours of cross-referencing and checklist review every week.
Every TC has their own way of setting up files. Some follow standard buyer deal milestones, others have custom workflows for new construction, short sales, or commercial transactions. ClearClose lets you create milestone templates that match your specific process.
Once a template is saved, setting up a new file takes seconds — apply the template and all the standard milestones are populated with their default dates. You can then adjust individual dates as needed. Company-wide templates ensure consistency across your entire team.
Custom milestone types let you track TC-specific deadlines that don't fit standard real estate categories — document submission deadlines, broker review periods, commission disbursement dates, or anything else unique to your workflow.
Start free with up to 2 active transactions. No credit card required.
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