Open To Close
Open To Close is a customizable transaction management platform for real estate professionals, available on Android, iOS, and the web.
What Open To Close is
Open To Close is a customizable transaction management platform for real estate professionals, available on Android, iOS, and the web. It brings transaction tasks, emails, documents, and dates together. Task templates can send emails or texts when tasks are completed and notify users about overdue tasks. Email templates support merge fields, contact and file roles, and automatic addition of contacts and files. Document tools include custom buttons, merging or splitting files, email exchange, and folder organization. Users can set global permissions and assign responsibilities within transactions. Listed integrations include Google Workspace, Outlook, Follow Up Boss, SkySlope, Dotloop, Brokermint, and Stripe; its API can read and write platform data, with Zapier and API Nation named for workflow synchronization. E-signatures, document templates, deadline automation, and approval workflows are listed. Plans start with Grow at $99 a month, and the service offers a free 30-day trial. Scale includes Premium Support.
Good
- Works across Android, iOS, and web
- Task templates can send emails or texts
- Document tools include merging and splitting
- API supports reading and writing data
- Free 30-day trial is offered
Watch out
- No free plan
- Grow costs $99 a month
- Additional users cost $69 / user / mo.
- Premium Support is included with Scale
Who it suits
It suits real estate professionals who want transaction tasks, communications, documents, and dates organized in one platform. Teams needing assigned responsibilities or automated task notifications may find those tools relevant.
Verdict
Open To Close combines transaction organization with task, email, and document automation for real estate professionals. It has no free plan, and listed paid plans begin at $99 a month.
Plans and prices
From Open To Close's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Grow | $99 a month | 1 user included · Unlimited Transactions · Each additional user is $69 / user / mo. · $99 / mo. |
| Pro | $199 a month | 1 user included · Agent Intake Forms: 4 on Grow, Unlimited on Pro and Scale · Task Triggers: 3 on Grow, Unlimited on Pro and Scale · Smart Blocks: 25 on Grow, Unlimited on Pro and Scale · $199 / mo. |
| Scale | $399 a month | 1 user included · Unlimited Agent Intake Forms, Task Triggers, and Smart Blocks · Each additional user is $69 / user / mo. · $399 / mo. |
The facts
Each one read from Open To Close's own pages, with the date it was checked.
What it does
- API
- The API supports reading and writing Open To Close data, and the site names Zapier and API Nation as workflow synchronization examples.checked 5 Oct 2026
- Documents
- Document tools include custom buttons, merging and splitting documents, emailing and receiving documents by email, and folder organization.checked 5 Oct 2026
- Email templates
- Email templates can use merge fields, contact roles, and file roles, and can automatically add contacts and files.checked 5 Oct 2026
- Google data
- The privacy policy says retrieved Gmail messages are not stored and Google Drive files and folders are not stored in Open To Close's system.checked 5 Oct 2026
- Integrations
- Listed integrations include Google Workspace, Outlook, Follow Up Boss, SkySlope, Dotloop, Brokermint, and Stripe.checked 5 Oct 2026
- Permissions
- Users can assign global permissions and task responsibilities within transactions.checked 5 Oct 2026
- Privacy
- The privacy policy says sensitive or credit information is encrypted with SSL and credit card information is not stored on the website.checked 5 Oct 2026
- Purpose
- Open To Close is a fully customizable transaction management platform for real estate professionals.checked 5 Oct 2026
- Support
- The Scale plan includes Premium Support.checked 5 Oct 2026
- Task automation
- Task templates can send emails or texts when tasks are completed and send notifications when tasks are past due.checked 5 Oct 2026
- Workflow
- The product organizes transaction tasks, emails, documents, and dates in one place.checked 5 Oct 2026
The company
- Headquarters
- The company lists its office at 967 E Parkcenter Blvd #161, Boise, Idaho 83706.checked 5 Oct 2026
Money
- Trial
- The maker offers a free 30-day trial.checked 5 Oct 2026
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