Start typing the property address. We autocomplete from a verified address database, then pull in year built, square footage, bedrooms, baths, and lot size (anything we can find) so the agent doesn't type any of it.

Every new listing inherits your agent listing template, the pre-listing checklist you customize once in Settings. Inspections, repairs, staging, photography, MLS prep, all categorized into phases. Same template, every listing.

Tell us the target listing date. Every task gets a due date computed backwards from there: inspection 14 days before, photography 7 days before, repairs slotted in between. You don't pick due dates one at a time; the whole timeline materializes.

Push photography back two days, the MLS prep that depends on it shifts too. Move the target listing date a week, every backward-computed deadline shifts with it. The cascade engine knows which tasks depend on which, so there's no manual cleanup after a reschedule.

Save your painter, stager, photographer, inspector once in your vendor directory — every listing has them ready. Assign a vendor to a task in two taps. The directory tracks on-time performance and recent jobs so you can see who you actually want to call back.

Tap 'Notify' on the task and add an optional note for context (gate code, pet info, lockbox). Your vendor gets an email with a single secure link: no account, no app, no password. They open it, see the job, accept, and when they're done they tap 'Mark complete.' That tap automatically closes the matching task on your side. No phone tag, no follow-up text.

Same secure link doubles as a two-way thread. The vendor can message back ('I'm out that Tuesday, can we do Friday?') and even include a proposed new date as structured data. You get an email, see the message in the assignment, and a one-tap 'Accept new date' button reschedules the task and re-notifies the vendor with the locked-in date. Still no account on their side.

Upload the inspection PDF and our AI reads it: every finding categorized by severity (critical / recommended / cosmetic) and trade (plumbing / electrical / roofing / HVAC). You review, check the ones you want to act on, hit Add, and they slot into your checklist with the right vendor type pre-suggested.

Add a private showing to a listing in 10 seconds: date, time, buyer's agent, brokerage, status. Sellers see only the showings you opt into the portal; everything else stays internal. Imports from ShowingTime / BrokerBay are stubbed; manual entry is fluent today.

The day after a showing, the buyer's agent gets a one-click feedback form: no login, no app. They rate, leave plain-language pros / cons, and you see it in real time on the listing. Pending feedback is surfaced in the listing health view so nobody slips through.

Days on market (MLS-correct, day 1 = day of listing), showings this week vs. last, average buyer rating, count of pending vs. received feedback: all in one health card per listing. The seller-call prep writes itself.

Each open house gets a unique QR poster you can print or display on an iPad at the door. Visitors scan, fill in name + email + agent (optional), and they're in the log. No paper, no transcription errors, no missed contacts.

When the event ends, you see: total sign-ins, agent-accompanied vs. unaccompanied, sentiment from the on-device feedback prompt, and the standout free-text comments. The seller portal shows the aggregate without exposing any visitor PII.

After the event closes, ClosingDay drops drafts into your inbox — one per signed-in visitor, written in your voice, separately tuned for buyers vs. buyer agents. Edit, send from your own address, move on.

Turn on a curated set of optional questions and every visitor self-qualifies in the same 30-second sign-in: when are they looking to buy, are they pre-approved, do they have a home to sell first. ClosingDay classifies each one — buyer, seller, or browser — automatically. Toggle the questions per event or save your defaults.

An unrepresented, pre-approved, buying-now visitor — or anyone with a home to sell — fires a real-time alert to your phone the moment they sign in, so you can walk over and talk to them while they're still in the house. Buyer leads route straight into Follow Up Boss; nothing falls through.

A visitor who says they have a home to sell lands in a dedicated Seller-leads pipeline — with where they came from, their answers, your notes, and a status you work over days. When they're ready, Convert drops you into the real new-listing flow, prefilled, so the deal runs through your full process. The open house feeds your next one.

After the event, send the seller a polished, PII-safe recap (email + PDF): sign-in count, interest signals, price perception, and anonymized standout comments — never a visitor's name. Running an unattended table? Kiosk mode turns a tablet into a self-resetting sign-in that even queues entries offline and syncs when the Wi-Fi returns.

Each listing has a shareable seller-portal URL: no login for them, 180-day default expiry, revocable anytime. You opt in what they see: showings, marketing activity, open houses, the offers you flagged as seller-visible. Everything else stays internal.

Flip a per-listing toggle and offers in the portal render as 'Offer A / B / C': no buyer names, no buyer-agent names, no document filenames. Addresses fair-housing concerns during early evaluation; flip back when the seller is ready to decide.

The seller portal exposes the same offer-comparison feature you use, scoped to only the offers you've opted in. SHARED_WITH_SELLER notes appear inline; PRIVATE notes never leak. Net-to-seller pre-computed per offer. Save the comparison as PDF with one click.

Every listing gets a shareable /o/<slug> URL. Buyer agents land on a branded form, upload the purchase agreement PDF, fill in price + financing + contingencies (most fields AI-prefilled from the PDF in 30 seconds), and submit in under 90 seconds. They get a confirmation email with a private revise / withdraw link so revisions stay clean, with no inbox-attachment chaos.

The submitted PDF is parsed by Claude: price, financing type, contingencies, earnest money, closing date, possession, escalation, special terms. You see extracted values with confidence scores and tap to apply. Builder contracts (Lennar, DR Horton, KB, Toll, Pulte, Centex) get builder-specific extraction overlays so the page-1 boilerplate maps right.

Pick the offers, hit Compare. The report puts every term in one column per offer: price, net-to-seller (after commissions + concessions + estimated closing costs), financing, contingency window, sale-of-home flag, escalation, expiration. Best-for-seller cells highlight green, higher-risk cells highlight yellow. Save as PDF with one click: pure-JS rendering, no Chrome dependency.

Offers flow NEW → Under review → Presented → Countered → Accepted, with terminal Declined / Withdrawn / Expired / Backup states. Mark one accepted and the others auto-roll into ranked backup positions (or terminal declines, your call inside the same modal). EXPIRED offers can be reactivated in one tap if the buyer side comes back. AI offer-insights summarises tradeoffs across the active set.

When you accept an offer, click Convert to transaction: pick coordinator (self or your TC), optionally attach the fully-executed PA (the offer's PDF is buyer-signed-only, so the executed copy is what should anchor the transaction), and the new transaction inherits the property, the contacts, the vendor history, and the extracted contract data. No re-keying, no exports.

When a listing goes under contract, you decide: keep coordinating the closing yourself (the listing becomes a transaction, every party + key date pre-filled from your listing work), or hand it off to your transaction coordinator in two taps. Same workspace, either way.

Invite any number of transaction coordinators by email. Each one shows up in your team list; assign different deals to different TCs depending on workload, specialty, or who's available. The TC sees only the deals you've handed them — clean separation, no peeking.

A TC can accept the agent's handoff and use the contract the agent already uploaded, upload their own contract (more recent ratified version, different addenda), or create a brand-new transaction from scratch with their own contract. Their choice, no friction.

A TC can tag a transaction to a specific agent on their roster (so the agent sees it on their dashboard and gets the dashboards/reports they care about), or run a transaction solo if they're the sole party coordinating. The TC decides per deal.

Delegating to a TC doesn't mean going dark on your own deal. The moment your TC clears a real milestone — earnest money received, inspection done, appraisal in, loan contingency removed, clear-to-close, closed — you get a real-time in-app alert. You always know exactly where your file stands, even when someone else is doing the coordinating.

Every milestone is a chance to look on top of it. The instant one lands, ClosingDay drafts a warm, in-your-voice update to your client — you review and send in a tap, so they hear the win from YOU, not silence. Your TC tunes which milestones trigger an update per agent, and can let trusted relationships auto-send. You stay the hero; the work stays delegated.

A TC heading on vacation grants a trusted backup time-boxed access to their deals — all of them, or just the ones they pick. The backup acts as themselves (so the audit trail stays clean, no password sharing), gets an emailed handoff brief of what's hot, and access self-expires the day the window ends. Coverage without the scramble.

Full form-specific support in 33 states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Hawaii, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Louis REALTORS), Ohio (Ohio REALTORS / local board contracts), South Dakota (SD Real Estate Commission Purchase Agreement), and Hawaii (HAR Purchase Contract RR201). Each is built by hand — the exact purchase-agreement form, business-day vs. calendar deadline math, and compliance rules. ClosingDay auto-detects the form from the contract itself, so a coordinator working across state lines never picks the wrong parser. And the full agent workspace works in any U.S. state today — your state simply lights up with form-specific extraction + compliance as we add it.

Drop in the executed purchase agreement. Our AI pulls every key field — closing date, inspection deadline, financing contingency, appraisal contingency, earnest money date, all parties and their contact info, lender and escrow company — and writes them into a structured transaction with one click of approval.

The transaction comes with a full checklist already populated, grouped by phase — Opening Escrow, Inspections, Appraisal & Loan, Pre-Closing, Closing, Post-Closing. Same template-driven model as listings: edit your transaction template once, every future deal starts there.

Every task knows its due date — computed backwards from the closing date the AI pulled from the contract. The same cascade engine that runs on listings runs here: change a key date and every dependent deadline shifts to match. Inspection moves five days, the response window moves with it.

For every approaching deadline, we draft the email — to the right contact (lender / escrow / buyer / seller / inspector), in your tone, with the right context. You review, edit if you want, hit Send. Never see ClosingDay send anything you didn't approve.

Drag an inspection report, appraisal, loan approval, title commitment, closing disclosure into the documents tab. We detect what kind it is and offer to mark the matching checklist task complete in the same tap. No more "did we ever clear that contingency?" hunts.

Generate a buyer or seller link from any transaction: no login, no app for them to install. They open it and see the live state of their deal: what's done, what's coming up, key dates, contingency status, every milestone. Their "any update?" texts drop to zero, because the answer is always one tap away. The link is revocable anytime. And for buyers and sellers who happen to be agents themselves, the portal quietly invites them to try ClosingDay for their own deals.

The moment a transaction flips to CLOSED, ClosingDay enqueues a three-email sequence (Day 1, Day 4, Day 8) to each applicable client. First email lands a full day after Mark Closed so you have 24 hours to cancel or delay if you need to — per-recipient, or push the whole row another seven days at a time.

The public rating page splits at four stars. A happy client sees big buttons for your Google Business Profile + Zillow Agent Profile + an optional testimonial textarea with explicit consent. An unhappy client sees a private feedback form, and the text lands in your dashboard inbox AND your email so you can follow up before anything goes public. The firewall is the differentiator.

Hero metrics (total / 30d / 90d / avg rating / public conversion rate). Platform breakdown showing real Google + Zillow logos. In-flight queue with cancel + delay. Private feedback inbox. Recent ratings activity feed. Testimonials list with a public toggle on each quote. One tab, every angle on how your post-close pipeline is performing.

Toggle individual testimonials public and ClosingDay gives you a one-line script tag to paste on your own website. The widget renders an iframe with auto-resize, transparent background, brand-colored quote cards — your social proof everywhere you want it, generated automatically from the quotes you collected on autopilot.

Referrals are a transaction coordinator's #1 growth channel — so the same autopilot runs for them. A few days after each deal a TC coordinates, the agent they served gets a testimonial request. The same firewall applies: glowing reviews build a public TC profile (with a Verified-by-ClosingDay badge + aggregate rating and an embeddable widget), while anything lukewarm stays private. The TC's book of business compounds while they work.