Your clients stay informed. You stay in control.

Send to Close is a free referral and deal-tracking portal built for realtors and mortgage agents. Submit referrals in seconds, track every deal in real time, and let automated milestone updates keep your clients informed — on your behalf.

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Why use it

Look professional. Do less work.

Your clients get proactive updates at every milestone of their closing — automatically sent on your behalf. Zero extra effort on your end.

Feature 1

Refer in seconds

Submit a client referral from your phone in under 60 seconds. We handle the rest — file opening, document requests, and client onboarding to Track to Close.

Feature 2

Track every deal

See your full deal pipeline at a glance — active deals, upcoming closings, year-to-date stats. Never call in to check on a file again.

Feature 3

Automated client updates

At every milestone — file opened, signing booked, keys ready — your client receives a professional update sent on your behalf. You look great without lifting a finger.

Process

From referral to closing in four steps.

Step 1

Submit a referral

Fill out a quick mobile-friendly form with the property, client, and deal details.

Step 2

We open the file

Your client receives instant access to Track to Close and sees you as their referring professional.

Step 3

Track in real time

Watch the deal move through milestones on your dashboard — file opened, documents in, signing booked, closed.

Step 4

Client stays updated

Automated messages go out on your behalf at each milestone. Your client feels cared for at every step.

Built for scale

One sign-up activates your entire team.

When a brokerage signs up, every agent in the office gets instant access — no individual onboarding, no training sessions, no IT setup.

Brokerage managers get an aggregate dashboard to see deal volume across all agents, track referral activity, and monitor closing timelines for the entire office.

Talk to us about brokerage access

Who it's for

Whether you sell homes or fund them.

Send to Close works for realtors and mortgage agents alike — with role-specific dashboards and milestone tracking tailored to your workflow.

Realtors — instant referrals

Submit your buyer or seller the moment a deal comes together. No phone tag, no faxes, no waiting on callbacks.

Realtors — client-facing branding

Your client sees your name throughout. Automated milestone updates go out as if they came from you.

Mortgage agents — funding visibility

Real-time RFF (Request for Funds) status, mortgage instructions tracking, and lender coordination visibility.

Brokerage managers — pipeline analytics

Aggregate dashboard across all agents in your office. Volume, status, timelines.

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Ready to send your next client cleanly?

Send to Close is free for referring partners. Sign up in 60 seconds.