Open To Close

What Open To Close is

Open To Close is a transaction management platform for real estate professionals, available on Android, iOS, and the web. It brings transaction tasks, emails, documents, and dates together, with tools for managing responsibilities and transaction workflows. Task templates can send an email or text when a task is completed and notify users when a task is past due. Email templates support merge fields, contact roles, and file roles, and can automatically add contacts and files. Document tools include custom buttons, merging and splitting documents, email exchange, and folder organization. Users can assign permissions across the platform and responsibilities within transactions. The service lists integrations with Google Workspace, Outlook, Follow Up Boss, SkySlope, Dotloop, Brokermint, and Stripe. Its API can read and write Open To Close data, and Zapier and API Nation are named as workflow synchronization examples. E-signatures, document templates, deadline automation, and approval workflows are also listed. Plans are Grow at $99 a month, Pro at $199 a month, and Scale at $399 a month. Each includes one user; additional users cost $69 / user / mo. A free 30-day trial is available. Scale includes Premium Support. Open To Close is headquartered in Boise, Idaho, United States.

Who it suits

Open To Close suits real estate professionals who want transaction tasks, emails, documents, and dates organized together. Its templates, permissions, integrations, and API may suit teams coordinating responsibilities and workflow steps across transactions.

Limits

Grow includes 4 Agent Intake Forms, 3 Task Triggers, and 25 Smart Blocks. Pro and Scale include unlimited amounts of those three features. Each plan includes one user, and each additional user costs $69 / user / mo.

Getting started

1. Visit https://opentoclose.com/.
2. Choose a plan: Grow at $99 a month, Pro at $199 a month, or Scale at $399 a month.
3. Use the free 30-day trial if you want to try the service before paying.
4. Access the service on the web, Android, or iOS.
5. Connect any listed services your workflow uses, such as Google Workspace or Outlook.

Verdict

Choose Open To Close if you need a real estate transaction platform that combines task, email, document, and date management with automation options. Look elsewhere if you need a free plan or a lower additional-user cost; each plan includes one user, with each extra user priced at $69 / user / mo.