Features

Built to solve the closing coordination challenge.

ClosingTrak puts all closing events, team members, and coordination details in one place. Reduce scheduling conflicts, catch problems early, and help your title team move faster—including complex B2B and split-closing workflows.

Coordination

One Dashboard for All Your Closings

See every closing event across all offices in one calendar. Switch between daily, weekly, monthly, and schedule views to match how your team thinks about the workflow.

Visibility

Eliminate Coordination Chaos

Assign closers, processors, and escrow officers to each event. Get instant alerts when there are scheduling conflicts or unavailability. Keep everyone informed with automated notifications and centralized notes.

Reliability

Built for Speed & Reliability

Purpose-built for high-volume, fast-paced title operations. Real-time synchronization, conflict detection, and team communication help prevent delays and errors.

How ClosingTrak Works

Manage Closings in One Dashboard

  • Multi-view calendar: daily, weekly, monthly, and schedule layouts
  • Zoom in and out to see detail or big-picture timing
  • Filter by office and role to see what matters to your team
  • Real-time updates as closings change
  • Quick search to find closings by file number or details
Manage closings in one dashboard

Coordinate People, Places, and Timing

  • Assign closers, processors, and escrow officers to each event
  • Detect scheduling conflicts and travel-time overlaps
  • Support multi-office coordination with managing and closing office roles
  • Built for B2B and split closings with side-specific coordination needs
  • Manage team member availability and out-of-office time
  • Automated notifications keep everyone on the same page
Coordinate people, places, and timing

Catch Problems Early

  • Visual alerts for scheduling conflicts and availability issues
  • Workflow-state color coding helps teams identify risk and progress at a glance
  • Automated event invitations with RSVP tracking
  • Real-time team notifications for changes and reminders
  • Centralized notes and file details in one place
  • Spot problems before they cascade into bigger delays
Catch problems early

Boost Efficiency

  • Centralized file data — buyer, seller, property, amounts, status
  • Calendar Color Mode lets teams organize the calendar by Closer and other roles
  • Edit closing details inline without switching views
  • Track file status, funding, and closing completion
  • Support for B2B and split closings with related file linking
  • Reduce back-and-forth communication and scheduling calls
Boost efficiency

Mobile App for Closers

  • Purpose-built mobile experience for closers traveling between remote appointments
  • Review daily schedules and key file details without opening a desktop workflow
  • Open transaction details with buyer, seller, location, and assignment context
  • Use workflow-state visibility on the go for faster field prioritization
  • Get notifications when schedules change or action is needed
  • Keeps closer execution aligned with office coordination in real time
Mobile app for closers feature