ClosedEasy
🏡 For agents & transaction coordinators

Your clients always know where the deal stands.

Send one link. They see live progress, next steps, documents and deadlines — and can ask the built-in AI deal assistant instead of texting you at 9pm.

✓ Works alongside Dotloop, SkySlope and your broker's CRM. Zero migration required.

1420 Juniper Lane

Buying with Maria Reyes · Reyes Realty

42%
12 days to closing
✓

Earnest money deposited

✓

Inspection complete

Appraisal · waiting on lender

Loan approval

Closing day — keys 🔑

Try it — that’s what your client sees. Tap "Ask about my escrow".

$0

Your first deal, everything included

$19/mo

Flat — Nekst starts at $790/yr

<60 sec

From invite link to live client board

12

Steps pre-built in a financed buyer deal

Fewer "any update?" calls. More client referrals.

When homebuyers and sellers can see the escrow move in real time, their anxiety drops and your referrals go up.

📍

A tracker, not a portal

Clients see a friendly timeline — not an administrative login wall of forms. Done, now, next, and who's waiting on whom.

💬

An assistant that knows the deal

"When's my appraisal?" gets a real answer — grounded strictly in your board — any hour of the night. You can read every transcript.

👀

You see who's watching

"Client viewed 2h ago" on every active deal on your dashboard — plus a nudge when they haven't opened the board in days.

Live in about a minute

Zero complicated setup. Built for busy agents and coordinators.

1

Create the deal

Pick a template (Buyer Financed, Seller Listing, Cash) and enter the target closing date — the milestone timeline builds itself.

2

Send one link

Text or email your client their personal invite. They verify their email and land straight on their live escrow board.

3

Tick things off

Every milestone checked pings them automatically. Repetitive "where are we?" status calls and texts stop.

One flat price. Clients always free.

Nekst starts at $790/yr plus $299 onboarding. ClosedEasy is $19/mo, no setup fee, cancel anytime.

Starter

Test drive on your next deal

$0/ forever
  • ✓ 1 active deal at a time
  • ✓ Full client live status board
  • ✓ Grounded AI deal assistant
  • ✓ Document uploads & outbound links
  • ✓ Email & push reminders
Start free deal

Pro

Most popular

For active producers and transaction coordinators

$19/ month

Billed monthly · Cancel anytime

  • ✓ Unlimited active deals
  • ✓ Everything in Starter
  • ✓ Priority support
Upgrade to Pro

Frequently Asked Questions

Does this replace Dotloop or SkySlope?▼

No — it sits alongside them. Keep your forms, compliance and signatures where they are. ClosedEasy is the client-facing layer those tools don't give you.

Does my client need an app or tech skills?▼

No app. They click your link, make an account in about a minute, and the board works on any phone. If they can track a pizza, they can track an escrow.

Is this a compliance or legal record system?▼

No. ClosedEasy is a communication layer — your broker's system stays the record of the file.

What if my client never opens it?▼

You'll see “invite sent — not opened” on your dashboard so you know to nudge them. Nothing gets hidden.

Is the AI assistant safe for my clients?▼

It only sees what's on their board — never your private tasks or other deals — and it won't give legal or financial advice. You can read every transcript.

Give every client a tracker worth opening.

Your first deal is free — timeline, board, AI assistant, and notifications included.