Close Path

Medium
Real Estate · Transaction coordinator, agents, buyer/seller

Closing process tracking from sales contract to title deed.

Coding Ideas

Built in this build

  • Step-by-step closing checklist
  • Document upload
  • Status view for parties
  • File and task management
  • Document templates
  • Settings
  • Missing document checklist
  • Plain-language status summary for parties
  • Simple file status summary

Vision (needs external services)

  • Upcoming step reminder
  • PDF documents
  • Email/SMS
  • Mobile document photo upload

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Step-by-step closing checklist
  • Document upload
  • Status view for parties

Admin modules

  • File and task management
  • Document templates
  • Settings

AI capabilities

  • Missing document checklist
  • Plain-language status summary for parties

Automations

  • Upcoming step reminder

Analytics & reports

  • Simple file status summary

Integrations

  • PDF documents
  • Email/SMS

Mobile

  • Mobile document photo upload

Roles & permissions

  • Coordinator
  • Agent
  • Party

Real Estate

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