Profile & Security FAQs
Can I change my login details? How to update/change the information on my account.
Select the Person icon on the top right corner, then select Profile to update your profile information. Select Security on the left side to update your email address, username, and password.
Please Note:
If you need to change the email address for your emailing capabilities in Open To Close, navigate to Apps & APIs to update the email integration.
I can’t get into my account because I lost my 2FA code. How do I fix this?
Please reach out to us in support for assistance if you run into this issue. Our email address is help@opentoclose.com.
Plan & Billing FAQs
What is included in the free trial? How do I know which plan to select?
The free trial includes 15 free transactions. The features you can access will depend on the plan you selected when you created the trial account. Please see our Pricing page for our current features.
The Grow Plan is the base plan at Open To Close, where you'll have access to a limited number of intake forms and smart blocks.
The Pro Plan has unlimited intake forms and smart blocks, as well as the DocuSign integration, templates for Commissions, and the ability to create up to three reports with four data widgets per report.
The Scale Plan is the plan with the most unlimited features (this includes, intake forms, smart blocks, commission templates, reports, etc.) It also gives users access to creating Property Triggers and Property Trigger Templates. Additionally, you can use Open To Close's internal Messaging feature.
How do I check the number of free transactions I have left?
Navigate to the Person icon in the top right corner and select Plan & Billing.
For the trial account, what is counted for the free transactions?
Adding a transaction by selecting New Property - after entering the Address and Team information, and selecting the purple Next button.
A new intake form - once you select the Save and Continue button after entering information on the Details screen.
When you import transactions via Dotloop, Skyslope, or Brokermint.
Transactions that are deleted count towards your free trial.
Transactions that are not finalized, such as a manually entered property or an intake form, are counted as long as the Next or Save and Continue buttons are selected.
Transactions that are imported via the New Import tool in your Templates do not count as trial transactions.
Will my card be charged once my trial expires?
Open To Close will not automatically charge the card on file when your free trial ends.
When and how do I subscribe to Open to Close?
Once all the free transactions are used up or the trial expires, users will be prompted to subscribe. Navigate to the Person icon in the top right corner of Open To Close, and select the Plan & Billing option from the drop-down.
From there you can review the current plan and update it as needed. When you're ready, click the Subscribe button to subscribe to our monthly plan.
What do I do if my card is declined?
The system will automatically attempt to collect payment three times before the account is suspended for non-payment. If you've updated the card on file or resolved the initial reason for failure and don't want to wait for the automated attempt, you can reach out to help@opentoclose.com. We can manually attempt to retry the payment for you.
When will my card be charged if I add/remove a Team Member or upgrade/downgrade my plan?
Adding a Team Member/Upgrading Plan - There is a one-time proration that will be reflected on the next invoice.
Removing a Team Member/Downgrading Plan - A credit will be applied to the next invoice.
How do I cancel my Open To Close account? Will all of my data be erased if I cancel my Open To Close account?
Navigate to the Person icon in the top right corner of Open To Close, and select the Plan & Billing option from the drop-down. From there, click the Cancel Account button. Your data will be preserved and will be restored upon reactivation.
Will I immediately lose access to the account after canceling it?
You will have access until the end of your current billing cycle.
Pro Tip:
If you create a test transaction that you no longer need, DON'T DELETE IT! Instead, you can still make use of that trial transaction by testing out templates, fields, and triggers. Property details can always be altered after a transaction has been created.
Organization FAQs
Can I change who the main account holder is? How do I switch the main admin/user?
You can swap the original account holder's email address with a different email and effectively change the main account holder. Please reach out to us at help@opentoclose.com so we can help you determine if that's the route you need to go.
What is the difference between Team Members and the Agent Portal user types?
Team Members are paid users seats in Open To Close. The Team Members have permission-based access to internal resources of your organization, e.g. manage transactions, contacts, etc.
This type of user will incur a monthly fee based on your plan. If you need to add ten or more Team Members to your account please reach out to us at help@opentoclose.com to get more information on our Enterprise pricing.
Agent Portal users are free user seats in Open To Close. The Agent Portal users have access to intake forms where they can submit new transactions and monitor them in their portal view. Agent Portal users do not incur any additional monthly costs. You can create as many Agent Portal users as needed.
Idea Lab
I entered an issue I’m having with Open To Close in the Idea Lab but no one has responded. Why isn’t my issue being looked at?
The Idea Lab is a great place to submit new feature requests that you have for Open To Close. If you're experiencing an issue or bug with your Open To Close account, please reach out to us through chat or email us directly at help@opentoclose.com.
Affiliate Program
Currently, our Affiliate Program is being restructured. Please reach out to us at help@opentoclose.com if you are interested in signing up.
Change Log
How do I see the past changes that have been made to Open To Close?
Navigate to the Person icon in the top right corner and select the Change Log option from the drop-down. The Change Log is updated as features are updated, improved upon, and/or bugs are fixed.
Are there any videos that go along with the Change Log so it’s easier to understand the changes?
If you need clarification on any of the changes, reach out to us via chat or email us directly at help@opentoclose.com.
Wednesday Workshop is also a wonderful place to ask questions and see live examples of the product releases in Open To Close. This takes place every Wednesday at 12:00 p.m. MDT.