Open To Close vs Paperless Pipeline

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.

Paperless Pipeline organizes real estate transactions from contract through closing, bringing documents, checklists, deadlines, compliance, commissions, and reporting into a browser-based workflow. Reusable checklists can be selected by deal type, side, location, or stage. Tasks can take dates from the contract, use business-day or calendar-day calculations, and pass changes to linked tasks. Required documents can be flagged and sent for review, with decisions recorded in transaction history. An optional Commission Module handles splits, caps, fees, disbursement authorizations, and year-to-date earnings, but it does not generate or file 1099-NEC forms. Native connections include Follow Up Boss, DocuSign, and Dropbox Sign; Zapier connects it to 1,500+ apps. It works in a browser on desktop computers, smartphones, and tablets without installing software. Monthly plans start at $69 a month for up to five new transactions, with unlimited users and storage. There is no free plan, but a 14-day trial is available.