Never miss a deadline. Close every deal.
The execution platform that tracks every task, document, and milestone from accepted offer to clean close — so your team closes faster with fewer surprises.
Start with Explorer at just $19/mo. Up to 5 active deals.
Deals
3 active deals
742 Evergreen Terrace
Springfield, IL
1600 Pennsylvania Ave
Washington, DC
221B Baker Street
Boston, MA
Built for your role
Whether you're closing deals, coordinating files, managing an office, or selling your own home.
Juggling 10+ deals with spreadsheets and sticky notes
Every deal on one dashboard with clear next steps
Chasing documents and missing deadlines across deals
Automated checklists and deadline alerts for every file
Discovering problems at the last minute with no visibility
Office-wide dashboard with at-risk deals flagged instantly
Selling without an agent and unsure what steps to take
Guided checklists, document tracking, and a buyer portal — from $9/mo
Sound familiar?
These problems cost brokerages deals, time, and money every month.
Why PIOL Offer2Close™
Not another generic tool. A command center built for how brokerages actually work.
Purpose-built for closings
Not a generic project tool — every feature is designed for real estate transactions.
Readiness scores, not just checklists
Know exactly how close each deal is to closing with a single number.
Compliance by default
Document checklists, audit trails, and 7-year retention built in.
Broker-level intelligence
Office-wide dashboards that surface at-risk deals before they blow up.
See it in action
Every screen built for speed, clarity, and closing confidence.
Track every milestone
Tasks organized by closing phase — Under Contract, Due Diligence, Financing, Clear to Close, and Closing. Overdue items highlighted instantly.
742 Evergreen Terrace
Closing SoonSpringfield, IL 62701
Value
$385K
Closing
Mar 28
Buyer
J. Doe
Seller
A. Smith
Never miss a document
Upload, categorize, and track required documents against a compliance checklist. See exactly what's missing at a glance.
Documents
Drag & drop or click to upload
PDF, DOCX, JPEG, PNG (max 25MB)
Recent Uploads
Purchase_Agreement_v2.pdf
2.4 MB · Mar 12
Inspection_Report.pdf
8.1 MB · Mar 14
Insurance_Policy.pdf
1.2 MB · Mar 15
Checklist
50%Broker-level visibility
Office-wide dashboard with aggregate metrics, at-risk deal alerts, and agent performance — all in one view.
Broker Dashboard
Summit Realty — Office overview
12
Active Deals
3
Closing This Week
2
At Risk
78%
Avg Readiness
221B Baker St
Maria R.
350 Fifth Ave
James C.
The complete brokerage operating system
From a single deal to a multi-office franchise — every layer of execution, intelligence, and governance in one platform.
Run Every Deal
Deal Tracking & Task Engine
Milestones, tasks, and deadlines organized by closing phase with automatic readiness scoring.
Document Vault
Upload, categorize, and track required documents against a compliance checklist.
Email Templates & Automation
Merge-field templates with event-based triggers — send the right email at the right moment.
Transaction Calendar
All deadlines, closings, and milestones in one calendar with iCal sync to Google or Outlook.
Client Portal
Magic-link portal for buyers and sellers to see milestones, upload documents, and message the team.
Contact Management
Centralized contacts with deal history, CSV import/export, and deal-party linking.
Run the Office
Brokerage Templates
Custom task and document templates per transaction type — applied automatically to new deals.
Compliance Review Queues
Broker/TC review of deal files before closing with per-item verification and approval workflows.
Exception Dashboard
Proactive surfacing of expiring contingencies, missing documents, and deals marked 'on track' with overdue tasks.
Role-Based Approvals
Broker approval gates for price reductions, closing date changes, and milestone completion.
Office-Wide Reporting
Pipeline, agent performance, and deal trend reports with CSV export.
Multi-Office Hierarchy
Parent brokerage with child offices, office-level admins, and settings inheritance with override.
Intelligence & Scale
Close Probability & Delay Prediction
Dynamic probability-to-close scores and predicted delays based on deal velocity and historical patterns.
Benchmark Analytics
Compare deal performance against brokerage averages — days to close, on-time rates, document turnaround.
Brokerage Scorecards
Executive dashboards with agent rankings, vendor performance, bottleneck analysis, and PDF export.
State Workflow Packs
Pre-built templates for 10+ US states with jurisdiction-specific tasks, documents, and contingency timelines.
White-Label Branding
Custom logo, colors, fonts, domain mapping, branded portal, and branded emails for enterprise brokerages.
Franchise Governance
Franchise-level policies, mandated templates, cross-brokerage reporting, and compliance enforcement.
API Integrations
Connect DocuSign, QuickBooks, zipForms, and MLS feeds with OAuth2, webhook sync, and health monitoring.
@Mentions & Collaboration
Tag team members in deal notes, see who's viewing a deal in real time, and manage per-member permissions.
How it works
From accepted offer to clean close in four steps.
Create a deal
Enter the property, parties, and closing date. Your workflow generates automatically.
Track every milestone
Tasks, documents, and deadlines organized by phase — from contract to keys.
Get alerted, not surprised
Automatic reminders for upcoming deadlines and instant flags for at-risk deals.
Close with confidence
Readiness scores show exactly where each deal stands. No last-minute scrambles.
Close more deals, with less stress
Save 10+ hours per deal
Automated workflows replace manual tracking and email chasing.
Zero missed deadlines
Proactive reminders ensure every contingency and milestone is met.
Complete files every time
Document checklists track what's uploaded and what's missing.
Real-time deal health
Readiness scores synthesize tasks, docs, and dates into one number.
Audit-ready records
Activity logs and 7-year retention satisfy compliance requirements.
Better team coordination
Agents, TCs, and brokers all see what they need — nothing more.
Simple, transparent pricing
Every plan includes a 14-day free trial. No credit card required.
For homeowners selling FSBO
14-day free trial — no card required
1 user · 1 active sale
- Deal tracking, tasks & documents
- Guided FSBO checklists
- Buyer portal with messaging
- Calendar & deadline alerts
For solo agents getting out of spreadsheets
14-day free trial — no card required
1 user · up to 5 active deals
- Deal tracking, tasks & documents
- Calendar & contacts
- Readiness scores & timeline
- Exception alerts & at-risk flags
- Email templates & reminders
For small teams that need coordination
14-day free trial — no card required
Up to 3 users · unlimited deals
- Everything in Explorer
- Team collaboration & role-scoped views
- Client & vendor portal
- Approval workflows & compliance
- Basic reporting
For broker teams that need intelligence
14-day free trial — no card required
Up to 10 users · unlimited deals
- Everything in Standard
- Close probability & delay risk
- Bottleneck detection & next actions
- Broker dashboard & analytics
- Benchmarks & scorecards
For multi-office brokerages & supervisory ops
Unlimited users · unlimited deals
- Everything in Professional
- Brokerage & office performance rollups
- Vendor rankings & compliance trends
- White-label branding
- Advanced permissions & admin controls
- Integrations & API access
Trusted by real estate professionals
“We went from constantly firefighting missed deadlines to having complete visibility across every deal. It changed how we run our office.”
Sarah Mitchell
Managing Broker, Summit Realty
“The readiness score alone is worth it. I can glance at my dashboard and know exactly which deals need attention today.”
James Chen
Agent, Coastal Properties
“As a TC managing 30+ files, the automated checklists and reminders saved me from drowning. I can actually leave work on time now.”
Maria Rodriguez
Transaction Coordinator
Stop losing deals to disorganization
Join brokerages that close more deals, faster, with complete confidence. Set up in under 2 minutes.
Start with Explorer at just $19/mo. Up to 5 active deals.
500+
Deals Tracked
99.2%
On-Time Close Rate
12hrs
Saved Per Deal
4.9/5
User Satisfaction