Everything you need to close every deal
From a single deal to an entire brokerage — Offer2Close scales with you. Track tasks, manage documents, enforce compliance, and surface intelligence across every transaction.
22+
Tasks Per Deal Template
5
Deal Phases Tracked
100%
Document Coverage
Real-time
Readiness Scores
Deal Execution
Track every deal at a glance
See all your active deals with readiness scores, task progress, document completion, and closing dates on one unified dashboard. Know exactly which deals need attention today.
Deals
3 active deals
742 Evergreen Terrace
Springfield, IL
1600 Pennsylvania Ave
Washington, DC
221B Baker Street
Boston, MA
Task Management
Never miss a milestone again
Every deal progresses through 5 phases with pre-built tasks. Track completion, spot overdue items, and see exactly where each deal stands in the closing process.
742 Evergreen Terrace
Closing SoonSpringfield, IL 62701
Value
$385K
Closing
Mar 28
Buyer
J. Doe
Seller
A. Smith
Document Management
Every document, organized and tracked
Upload, categorize, and track every document required for closing. Smart checklists ensure nothing gets missed, with visual progress tracking for complete file coverage.
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%Calendar & Deadlines
All your deadlines, one calendar
See inspections, appraisals, contingency deadlines, and closing dates across all deals. Color-coded by urgency, filterable by agent, and syncable to your iCal.
Deal Calendar
17
18
19
20
21
Compliance & Oversight
Broker review made effortless
Compliance review queues let brokers approve documents, flag exceptions, and maintain audit trails. Every action is logged for regulatory compliance.
Compliance Review
742 Evergreen Terrace — 2 of 5 approved
Broker Intelligence
Office-wide visibility in real time
See every deal across your brokerage. Identify at-risk transactions, track agent performance, and spot bottlenecks before they become problems.
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.
Layer 1
Run every deal
The core tools every agent and TC needs to track deals from contract to close.
Deal Tracking
Track every deal from accepted offer to close with real-time status, readiness scores, and milestone tracking across 5 phases.
Document Vault
Centralized document management with smart checklists, drag-and-drop upload, version history, and automatic completion tracking.
Task Management
22+ pre-built tasks organized by deal phase. Assign, track deadlines, and get automatic overdue alerts for every milestone.
Deal Calendar
Unified calendar with all deal deadlines, inspections, appraisals, and closing dates. Sync to iCal with one click.
Client Portal
Give buyers, sellers, and vendors a secure view of deal progress, tasks, and documents without full platform access.
Contact Management
Organize agents, lenders, title companies, inspectors, and all parties across every deal in one searchable directory.
Layer 2
Run the office
Coordination, compliance, and reporting tools for teams and brokerages.
Custom Templates
Build custom task templates for different deal types — residential, commercial, new construction, and more.
Compliance Review
Broker review queues with approval workflows. Flag documents for review, track exceptions, and maintain audit trails.
Exception Dashboard
Instantly see at-risk deals, overdue tasks, missing documents, and compliance exceptions across your entire office.
Email Reminders
Automated email notifications for task assignments, deadline reminders, overdue alerts, and milestone completions.
Office Reporting
Track deal volume, close rates, average days to close, and agent performance across your brokerage.
Role-Based Views
Agents see their deals, TCs see their files, brokers see the whole office — each role gets the right view.
Layer 3
Intelligence & scale
AI-powered insights, benchmarks, and enterprise features for growing brokerages.
Close Probability
AI-powered scoring predicts which deals will close on time and flags those at risk of delay or fallthrough.
Bottleneck Detection
Automatically identifies where deals get stuck — inspection delays, appraisal issues, financing problems.
Benchmarks & Scorecards
Compare agent performance against office averages. Track close rates, time-to-close, and deal readiness.
State Compliance Packs
Pre-configured task templates for state-specific requirements so nothing falls through the cracks.
White-Label Branding
Custom colors, logos, and domain support. Your brokerage brand, powered by Offer2Close behind the scenes.
API & Integrations
Connect to your existing tools with our REST API. Import deals, sync contacts, and automate workflows.
See every feature in action
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