WayToClose

Every deadline on every deal.
Nobody else’s business.

Forward the contract email — CTM links, or the PDF from dotloop or any other software — and WayToClose becomes your backup brain for the whole transaction. Deadlines don’t slip, client updates are drafted for you, and your data stays off the big portals.

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$10/month or $100/year — or $15/month for both WayToClose and EZShown. No contracts, cancel anytime.

See it working.

Real screens from the app, on a fictional book of deals.

Your side

The agent's Today view: this week's deadlines most urgent first, a reminder, and recommended client messages
Your morning: what needs you, most urgent first
The Deals list: every active deal with its next deadline, unread-update badges, search and sort
Every deal, sorted by what closes next
The People directory: clients, agents, lenders, title, inspectors — each a tap from text, call, or email
Your people — one tap to text, call, or email

Poke around the live demo →

Your client’s side

Client portal Updates tab: days-to-closing countdown, milestone progress bar, agent contact card, and action items
Where things stand, at a glance — without calling you
Client portal Deadlines tab: key dates with whose-move badges and info buttons
Every key date, and whose move it is
Deadline explanation sheet describing the appraisal deadline in plain English with if-all-goes-well and if-there's-a-problem cards
Tap any date for plain English — or Spanish

From contract to closing, on autopilot.

One forwarded email sets up the whole deal.

01 — Setup

One email sets up the deal.

  • Forward CTM links or the contract PDF from dotloop or any other software — or paste a CTM Transaction Report, or enter a deal by hand
  • Around 50 Colorado deadline types recognized, including manufactured-home contracts
  • “10 Days After MEC” formulas resolved into real calendar dates
  • Counters and amendments reconciled automatically — the newest signed document wins, with a full audit trail
  • Dates you set by hand are never silently overwritten — conflicting updates wait for your review
  • Representing both sides? One import builds both linked sides and routes each client correctly
  • Documents that don't match a deal queue for one-tap linking, and Re-sync replays everything on file
02 — Client messages

Thirty ready-to-send messages, in English and Spanish.

  • The whole arc, timed to each deal's own dates: welcome, earnest money, inspections, appraisal, loan, walkthrough, closing day
  • Separate buyer and seller cadences, plus check-ins routed to the lender, title, and the other agent
  • Every client message ships in English and Spanish — matched to each client, email subjects included
  • Edit any template in either language, or write your own; names, addresses, and dates merge automatically
  • Sending is instant and direct — one tap opens the text or email on your own phone, prefilled and addressed. We never sit in the middle reading or logging your conversations the way the big portals do
  • Dictate by voice, and translate your own words with one tap
  • Post-closing autopilot: 1-month, 3-month, and anniversary check-ins for five years
  • A review request three days after closing, with your Google, Zillow, and Realtor.com links appended
03 — Client experience

A client portal that makes you look great.

  • A private, no-login link for every client: their dates in plain English or Spanish, with wording you can edit
  • Your updates feed and two-way action items — clients check things off, you see it instantly
  • A daily digest email to your client, with the property photo up top — pausable, one-click unsubscribe
  • You choose exactly which deadlines the client sees, and the portal retires itself after closing
04 — Your day

Your day, organized.

  • A Today view across every deal: overdue, today, this week — most urgent first, plus the messages worth sending now
  • Freeform reminders, a per-deal communication log, and earnest-money tracking
  • Provisions, inclusions, and exclusions pulled out of the contract into the deal's notes
  • A people database — clients, lenders, title, inspectors, your whole vendor bench — with bulk import, per-deal roles, and one-tap text, call, or email
  • Share hand-picked vendors with your clients: the pros you choose appear on their portal as Useful Contacts, with your blurb
  • Invite your transaction coordinator, and CC them on any email automatically
  • Export any deal as CSV or PDF, or back up your whole book in one file
Also in the suite

EZShown — showing coordination for your listings.

Before the contract, there are showings. EZShown handles requests, seller approvals, lockbox privacy, and feedback — without feeding your data to the big portals. Get both apps together for $15/month.

Explore EZShown →

Your data is yours. We mean it.

Real architectural choices, not slogans.

  • We never sell your data, share it for marketing, or use it to train AI models.
  • We never store the body of your forwarded contract emails — only the structured fields you need.
  • Contract PDFs you forward live in a private bucket only our servers can read — never on a public URL.
  • Your texts and emails to clients send from your own phone — message contents never pass through our servers.
  • We never collect Social Security numbers, bank accounts, or wire instructions. Those fields don't exist in our database.
  • Plain-English privacy policy. No legalese.
Read the full privacy policy →

Stop holding it all in your head.

Go to bed without that background hum of what am I forgetting.

Get started

$10/month or $100/year — or $15/month for both WayToClose and EZShown. No contracts, cancel anytime.