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 99.00 USD per month, Pro at 199.00 USD per month, and Scale at 399.00 USD per 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 is for
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.
What is good
- Available on Android, iOS, and the web.
- Task templates can send messages and overdue notifications.
- Email templates support merge fields and contact and file roles.
- Document tools include merging, splitting, and folder organization.
- Integrates with Google Workspace, Outlook, and other listed services.
- E-signatures, deadline automation, and approval workflows are listed.
What to know first
- There is no free plan; plans start at 99.00 USD per month.
- Each plan includes one user; each additional user costs $69 / user / mo.
- Grow includes 4 Agent Intake Forms, 3 Task Triggers, and 25 Smart Blocks.
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.
Get started with Open To Close
- Visit https://opentoclose.com/.
- Choose a plan: Grow at 99.00 USD per month, Pro at 199.00 USD per month, or Scale at 399.00 USD per month.
- Use the free 30-day trial if you want to try the service before paying.
- Access the service on the web, Android, or iOS.
- Connect any listed services your workflow uses, such as Google Workspace or Outlook.
Limits to know first
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.
Questions about Open To Close
How much does Open To Close cost?
Grow costs 99.00 USD per month, Pro costs 199.00 USD per month, and Scale costs 399.00 USD per month. Each plan includes one user; each additional user costs $69 / user / mo.
Is there a free plan or trial?
There is no free plan. Open To Close offers a free 30-day trial.
Which platforms does Open To Close support?
It is available on Android, iOS, and the web.
What integrations are listed?
Listed integrations include Google Workspace, Outlook, Follow Up Boss, SkySlope, Dotloop, Brokermint, and Stripe. The API supports reading and writing Open To Close data, with Zapier and API Nation named as workflow synchronization examples.
What are the Grow plan limits?
Grow includes 4 Agent Intake Forms, 3 Task Triggers, and 25 Smart Blocks. Pro and Scale include unlimited amounts of each.
Who makes Open To Close, and where is it based?
Open To Close is headquartered in Boise, Idaho, United States.
Open To Close plans and pricing
All plansCompared on real estate transaction management software
- Free plan
- No
- E-signatures
- Yes
- Document templates
- Yes
- Deadline automation
- Yes
- Approval workflows
- Yes
