• ClosingSiteOnline Transaction Management

    Since 2003, ClosingSite has offered the most robust Online Transaction Management solution for real estate closings. ClosingSite increases employee efficiency and productivity while at the same time providing you and your customers 24/7 secure access to your transaction related information.

  • ClosingSiteOnline Transaction Management

    Secure web based transaction management for your employees and clients

  • ClosingSiteOnline Transaction Management

    Document management and archiving.

  • ClosingSiteOnline Transaction Management

    Event and task tracking/workflow management

  • ClosingSiteOnline Transaction Management

    Marketing CRM (Customer Relationship Management)

  • ClosingSiteOnline Transaction Management

    Secure communication tools (including encrypted emails and faxing)

  • ClosingSiteOnline Transaction Management

    Email templates (with mail merge of transaction information and contacts)



Features Our ClosingSite Online Transaction Management Solution (OTMS) has a broad range of features, from the basic to highly advanced features that greatly increase productivity.

We currently offer service plans, Silver and Gold.  The Silver plan includes the majority the product features of our product with less customization options.

Gold Silver Feature
Secure web based transaction management for your employees and clients
Secure document management with document security and templates (view, email and faxing)
Secure email recipient verification (prior to sending) - Verifies recipient mail server can receive TLS encrypted emails.
Scan document directly from your scanner to your secure website.  Use bar code when scanning to automatically separate documents and identify transaction documents.
Distribute Wiring Instructions more securely via secure link instead of document attachment to an email.

Microsoft Outlook Add In - publish received documents and emails
   Microsoft Outlook Add In - send emails from Outlook utilizing file information (recipients, document, merge templates, etc.)
   Microsoft Outlook Add In - TLS encrypted email verification (prior to sending) 
Microsoft Word Addin allow users to publish Word or PDF straight from Microsoft Word. Document version history is maintained for future modifications.
   Text Messaging - send text message from ClosingSite to recipient cell phones.
Email Templates with transaction data merge
Generate documents with transaction data merge
Task/Event Tracking with auto calculating due dates

Issue Tracking

Transaction Notes for employee only access
Complaint Log for ALTA Compliance
Data integration with popular title production software (LANDTECH, SoftPro, RamQuest, and more)
Secure branded website (only includes custom color scheme, your logo and contact information, domain https://yourname.closingsite.com
Secure Online Order Forms
   Secure Online Information Request Forms - obtain Buyer, Seller, Borrower, Payoff Authorization Information

Secure branded website located on your domain (i.e. https://closings.yourdomain.com)
Site can be used for your www website (i.e. http://www.yourdomain.com). 

2 hours of free monthly support by email or phone.
Marketing CRM (additional fee for silver)
Business Analytics & Reports
Seminars & Classes Module - Post seminars date, description and allow website visitors to register
Testimonials Module - easily maintain your customer testimonials
Custom Secure Online Order Forms
Custom Secure Online Information Request Forms - obtain Buyer, Seller, Borrower, Payoff Authorization Information
Closing Disclosure Calculators
Custom Report and Charts