Filled out by either your Agents or your Transaction Coordinator, you can accurately standardize the data entry for your properties with Intake Forms. As the Intake Form is processed, your tasks, documents, and details will be added based on the type of property and contract contingencies selected on the form, ensuring you only see the information relevant to that specific transaction.

There are three types of triggers in Open to Close, triggers that power your Intake Forms, triggers that are added to your tasks, and property triggers that queue up based on the fields, documents, and contacts on your property.

All triggers have the same core function: they automate sending emails, texts, and adding/removing information from your property.

Our smart block technology can add or remove content from emails so that your communication is fully dynamic, yet highly conversational and natural sounding.

As you get started with Open to Close, you are often moving from a task-based system. With tasks in Open To Close, you can create templates for the different parts of your contract and pull them in as needed, either through your Intake Forms or Property Templates. These task templates will power your processes and will allow you to automate the emails, texts, and to-dos for your transaction.

Our new Reporting tool allows you to create reports on any custom field in your account. With reporting, you can create different snapshots for the various reports you manage and even adjust the reference year and/or date for each report that is generated. With full customizability, you can get insights into all the data that powers your system and your team.

Commission Reports are an essential part of every transaction. Using the Commissions feature allows you to create a Commission Report for each of your transactions in Open To Close and automatically calculate your commission breakdown. This helps when needing to generate forms like a Commission Disbursement Authorization (CDA).

With your upgraded property screen you will see a new tool called our Health Bar. This is where you can see your priority items and anything that is due today, tomorrow, or the next day. It allows you to focus on your priority items as you move through each transaction.