01 Open
Start the project.
A seller calls. The project gets a type, an owner, a client and an address, and it’s on the board. Existing checklist data can come across through a reviewed migration. General spreadsheet and CRM imports are planned.
The connected workspace for real estate teams
Bring the whole
deal together.
Projects, people, checklists and client email. One connected place to take every sale and lease from first call to keys.
- S Seller
- B Buyer
- R Renter
- L Landlord
A deal is more than a date on a calendar.
04 / 05
AI suggests the update. Your team has the final say.
A seller project starts with its own stages, checklist and owners. Later, an inspection report email is matched to the project. AI suggests saving the attachment, marking the inspection step complete and drafting a reply. Maya in operations reviews the suggestion before accepting it. The checklist updates and the next step is ready; no email is sent automatically.
00Why this exists
A closing is a hundred small promises, kept by a dozen people who rarely sit in the same room.
The seller checklist our first brokerage team runs has more than a hundred steps between the first call and the final commission check. Each one belongs to someone: the lead agent, operations, marketing, the managing broker. Around them sit the client, the other side’s agent, two attorneys, a lender, an inspector and a photographer.
The steps live in a CRM and a spreadsheet. The files live in a shared drive. The rules live in someone’s head. The conversation lives in everyone’s inbox. Closings Today puts all of it on one board, so the whole project lives in one place.
The cast of one sale
- Lead agentowns the client
- Operationskeeps the file moving
- Marketingphotos, copy, brochures
- Managing brokersigns off, reviews
- The clientwants to know what’s next
- Other side’s agentoffers, receipts, access
- Attorneysreview, closing
- Lenderappraisal, clear to close
- Inspectorthe report everyone waits for
- Property managercondo docs, move-in rules
The checklist knows what should happen. The inbox knows what did.
Read a real transaction checklist and the pattern jumps out. Two steps from the one our first team runs, lightly edited:
Upon receipt of the home inspection report, save it and send it to the seller and the attorney.
Confirm the earnest money receipt and send it to the seller, the attorney and the buyer’s agent.
Much of the work begins or ends in an email. Closings Today puts the two side by side.
01Four project types
Four kinds of project. Four different routes. One way it ends.
A listing is not a purchase, and a lease is not a sale. Each project type gets its own checklist. Look closely at the routes and a pattern appears: sellers and landlords both market a property, buyers and renters both search for one, sales run through contract and financing, leases through application and lease signing. Every route ends the same way.
02The board
Every deal in motion, on one screen.
Every active project is a column, grouped by stage. Every step of its checklist is a row, grouped by section, with a default owner. One click records where a step stands, and the whole team sees it at once.
Try it: switch the project type, filter by owner, or click any cell to change its status.
Swipe across to explore projects. Tap a status to change it.
Illustration Sample data: invented projects, people and steps.
- Projects as columnsGrouped by stage, with the owner, closing date and a status count pinned on top.
- Steps as rowsGrouped into sections, each with a default owner and room for written instructions on what “done” means.
- Four statesDone, In progress, Not doing and Blocked, so skipped steps are a decision, not a gap.
- Filters and rolesSlice by type, project owner, step owner and stage. Roles decide who edits and who views.
- Your templatesTypes, stages, sections, steps and status colors are set per team, and each type can have its own stages.
- Bring your pipelineImport projects from a spreadsheet, a CRM or a transaction tool, or keep them flowing in.
03A project, start to finish
Follow one listing from first call to keys.
02 Route
The right checklist appears.
Choosing “Seller” lays down the seller checklist: project set-up, the listing agreement, marketing, showings and offers, the contract, wrap-up, every step with a default owner. A renter project gets a renter checklist. Each type gets its own stages too, so a lease never shows a financing column.
03 Hold
Everyone sees who holds what.
Operations sees what they owe across every listing. The lead agent sees their clients. Blocked steps are red on the board, not buried in a thread. Nobody has to ask “where are we on Linden?”
04 Arrive · Planned
An email lands in the project.
Weeks later, under contract, the inspector emails the report with 18 Linden Court’s own Closings Today address in copy. It lands in the project with its PDF, next to the checklist step it satisfies.
05 Review · Planned
Review what it suggests.
The message is read for what it means to this project: a step to tick, a report to pass on, a deadline to watch. Each suggestion quotes the line it came from and says exactly what it would change. Your team accepts, edits or dismisses it.
06 Close
Keys, then nothing left open.
Clear to close. Final walk-through. Settlement statement saved, commission recorded, client record updated, closing gift delivered. The wrap-up steps are what make a project finished, not just closed.
04Email in the project
Planned releaseEvery message, filed where the work is.
Planned for a later release: every project gets its own Closings Today address, and the team gets one inbox for everything else. Copy it, forward to it or BCC it on anything that matters to a deal: the offer, the inspection report, the lender’s update. The message lands in the right project with its attachments, alongside the checklist it affects.
- Matched on evidence. The project address it was sent to, the thread it continues, who sent it, the property address or unit in the subject or body.
- Asks when it isn’t sure. When a client has two open projects, it puts the question to you instead of guessing.
- One timeline. Emails, attachments, status changes and accepted suggestions, in the order they happened.
- Nobody’s whole inbox is read. Forwarding works with any email provider, and your team chooses what enters the record. Reply from the project so answers come back to it, or connect a Google or Microsoft inbox for the full history.
Illustration Sample message and projects.
05Suggestions, not surprises
Planned releaseAI that reads the mail, then waits for you.
A preview of planned email and AI features. Today’s workspace includes native checklists, dates, documents and project sharing.
i.
Sort
Which project is this about? Is it an offer, a document, a date, a question or a problem? Quick, structured decisions with an honest measure of certainty, so the unsure ones come to you.
ii.
Extract
The dates, amounts, names and documents inside a message, lined up against the project’s fields and checklist, with the sentence they came from.
iii.
Draft
A first version of the reply or the status note, in your team’s templates. Written for a person to edit and send, never sent on its own.
Who decides what
Goes ahead
Low risk, easy to undo, always logged
- File a message when the match is certain
- Save its attachments to the project
- Summarize a long thread
- Highlight the dates it mentions, with the line they came from
Waits for you
Suggested, then accepted, edited or dismissed
- Create a task or mark a step done
- Set or move a deadline
- Flag a blocker
- Move the project to its next stage
Only a person
Anything that leaves the building or can’t be taken back
- Send an email to a client or another party
- Change contract terms, prices or dates of record
- Close out the project
- Act on wiring or payment instructions. Those are flagged as possible fraud, every time
Try the review step
From the buyer’s lender: “Appraisal came in at contract price. We expect clear to close by Friday. Can you send the final walk-through time?”
- Your decisions appear here, the way they would in the project’s history.
06The details
The details that keep deals moving.
Four things that save the most chasing, built into every project.
A
Dates that do the math.
Checklists are full of dates written as instructions: two business days before attorney review ends
, ten days ahead of the mortgage contingency deadline
. Enter the acceptance date once and the milestones, and the reminders that hang off them, fill themselves in.
Example periods only. Real contracts set their own, and business-day rules vary by state.
B
A Today view.
The name, taken literally. Across every project and every person: what’s blocked, what’s due in the next three business days, what’s waiting on a client or the other side, and which messages haven’t found their project yet. The morning stand-up, in one screen.
C
Documents with a home.
Each stage knows the paper it needs: listing agreement, disclosures, the executed contract, earnest money receipt, inspection report, settlement statement. Attachments that arrive by email fill the gaps; what’s missing is plain to see before broker review.
D
A record you can stand behind.
Every status change, accepted suggestion and email in one audit trail. Useful for broker review, for handing a file to a colleague on vacation week, and for the day someone asks “who told the lender?”
07Moving in
Migration · Connectors plannedBring every project with you.
Most teams arrive with a pipeline already in motion: deals in a CRM, a checklist in a spreadsheet, files in a transaction tool. Closings Today supports a reviewed migration from the existing checklist application. The sources below illustrate future import options, not live integrations.
Spreadsheets
Google SheetsMicrosoft ExcelCSV files
CRMs
Zoho CRMFollow Up BossHubSpotSalesforceLoftyBoldTrail
Transaction tools
DotloopSkySlopeOpen to ClosePaperless PipelineLone Wolf Transact
Work management
AsanaTrellomonday.comAirtableNotion
Anything else
If it exports a spreadsheet, it can come across
01
Move in once.
Export from the old system, or connect it directly. We map your fields with you, bring over projects, clients, stages, owners, dates and checklist progress, and nothing goes live until you’ve checked it.
02
Stay connected while you switch.
Keep a CRM or an intake form feeding new projects in, so nobody types a deal twice while the team moves over.
03
Start clean, if you’d rather.
New projects take seconds: pick a type, and its stages and checklist are laid down with every step’s owner.
Product names are trademarks of their respective owners.
08Get started
Bring us your busiest board.
Sign in with your work account. We set up your project types, stages and checklists with you, and bring over the projects you already have.
- For teams and brokerages running sales, purchases and leases
- Agents, transaction coordinators, operations and brokers
- Google and Microsoft work accounts
Sign in
Your team’s board is one click away.
Use your Google work account.
New here? Signing in starts your team’s setup.
09Questions
Asked at the information desk.
How do we get started?
Use your Google work account. We set up your project types, stages and checklists with you, and bring over the projects you already have.
Can we bring our existing projects?
We support reviewed migrations from the existing checklist application, preserving project history and progress. We map and verify the data before activation. General spreadsheet imports and CRM connectors are planned; contact us to assess your source.
Does it handle rentals?
Yes. Renter and Landlord are project types of their own, with their own stages and checklists: applications, lease paperwork, security deposits and commission, not a sale’s route with steps crossed out.
Why “Closings Today” if you handle leases too?
Because every project, sale or lease, has to be closed out: keys handed over, paperwork saved, commission recorded, client record updated. The name is about that finish line, and about the board you open every morning.
Will the AI send emails or change things on its own?
Email and AI are planned features. Messages to clients and other parties are only ever sent by a person, and tasks, deadlines and stage changes arrive as suggestions your team accepts, edits or dismisses. Every decision is recorded.
Can we keep our own stages and steps?
Yes. Project types, stages, sections, steps, default owners and status colors are all yours to set, and each project type can have its own stages.
Does it fit how our market works?
The examples on this page follow an attorney-review workflow. Checklists are yours to write, so escrow, title and local disclosure steps fit by naming and ordering them the way your market does.