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SPECIFICTION
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Open To Close

opentoclose.com

From $99/mo Free trial WebiOSAndroid
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Spec score 7.8 #14 of 31 in Real Estate Transaction Management Software

What it is

Open To Close is a transaction management platform for real estate professionals, available on Android, iOS, and the web. It organizes tasks, emails, documents, and dates in one place. Task templates can send email or text messages 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 and splitting documents, emailing and receiving documents by email, and folder organization. Users can assign global permissions and task responsibilities within transactions. Listed integrations include Google Workspace, Outlook, Follow Up Boss, SkySlope, Dotloop, Brokermint, and Stripe. The API supports reading and writing platform data, and Zapier and API Nation are named as workflow synchronization examples. E-signatures, document templates, deadline automation, and approval workflows are listed. Grow costs $99 a month, with one user included; each additional user is $69 per user per month. A free 30-day trial is offered, and Premium Support is included in Scale.

Spec sheet

Purpose
Open To Close is a fully customizable transaction management platform for real estate professionals.Read 5 Oct 2026 · opentoclose.com
Trial
The maker offers a free 30-day trial.Read 5 Oct 2026 · opentoclose.com
API
The API supports reading and writing Open To Close data, and the site names Zapier and API Nation as workflow synchronization examples.Read 5 Oct 2026 · opentoclose.com
Integrations
Listed integrations include Google Workspace, Outlook, Follow Up Boss, SkySlope, Dotloop, Brokermint, and Stripe.Read 5 Oct 2026 · opentoclose.com
Privacy
The privacy policy says sensitive or credit information is encrypted with SSL and credit card information is not stored on the website.Read 5 Oct 2026 · opentoclose.com
Support
The Scale plan includes Premium Support.Read 5 Oct 2026 · opentoclose.com
Headquarters
The company lists its office at 967 E Parkcenter Blvd #161, Boise, Idaho 83706.Read 5 Oct 2026 · opentoclose.com
Documents
Document tools include custom buttons, merging and splitting documents, emailing and receiving documents by email, and folder organization.Read 5 Oct 2026 · opentoclose.com
Email templates
Email templates can use merge fields, contact roles, and file roles, and can automatically add contacts and files.Read 5 Oct 2026 · opentoclose.com
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.Read 5 Oct 2026 · opentoclose.com
Permissions
Users can assign global permissions and task responsibilities within transactions.Read 5 Oct 2026 · opentoclose.com
Task automation
Task templates can send emails or texts when tasks are completed and send notifications when tasks are past due.Read 5 Oct 2026 · opentoclose.com
Workflow
The product organizes transaction tasks, emails, documents, and dates in one place.Read 5 Oct 2026 · opentoclose.com

Plans and prices

Grow $99 a month $99 / mo. 1 user included · Unlimited Transactions · Each additional user is $69 / user / mo. Read 5 Oct 2026 · opentoclose.com
Pro $199 a month $199 / mo. 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 Read 5 Oct 2026 · opentoclose.com
Scale $399 a month $399 / mo. 1 user included · Unlimited Agent Intake Forms, Task Triggers, and Smart Blocks · Each additional user is $69 / user / mo. Read 5 Oct 2026 · opentoclose.com

Every Open To Close plan and price →

Strong points and limits

Strong points

  • Task templates can send messages and overdue alerts
  • Document tools include merging and folder organization
  • API supports reading and writing platform data
  • Free 30-day trial

Limits

  • No free plan
  • Grow includes one user
  • Each additional user costs $69 per user per month

Who it suits

It suits real estate professionals coordinating transaction tasks, documents, dates, and communications. Teams should compare plan limits and additional-user costs, especially if they need unlimited task triggers or intake forms.

Verdict

Open To Close brings transaction workflow, document handling, permissions, and listed integrations into one platform. Grow starts at $99 a month, while more extensive trigger and form allowances are listed for higher plans.

Where Specifiction places it

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