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.
Your clients get proactive updates at every milestone of their closing — automatically sent on your behalf. Zero extra effort on your end.
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.
See your full deal pipeline at a glance — active deals, upcoming closings, and year-to-date stats. Never call in to check on a file again.
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.
Fill out a quick mobile-friendly form with the property, client, and deal details.
Your client receives instant access to Track to Close and sees you as their referring professional.
Watch the deal move through milestones on your dashboard — file opened, documents in, signing booked, closed.
Automated messages go out on your behalf at each milestone. Your client feels cared for at every step.
Our mobile-optimized referral form captures everything we need to open a file — property details, client contact info, other parties involved, and any notes or documents you want to include.
Once submitted, your client is automatically onboarded to Track to Close and sees you as their referring agent throughout the process.
The My Deals dashboard gives you a real-time view of every deal you've referred — with stat cards for active deals, upcoming closings, and year-to-date totals, plus individual deal cards showing current status.
Filter by buying, selling, or all deals. Tap into any deal for the full milestone timeline, client info, and documents.
At every milestone in the closing process, your client receives a professional update — and it comes from you. We handle the timing and the messaging. You get the credit.
Message templates are pre-written and triggered automatically when the deal hits each milestone. Your client sees your name, your branding, and feels cared for throughout the entire process.
Send to Close is designed for scale. 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 AccessSend to Close works for realtors and mortgage agents alike — with role-specific dashboards and milestone tracking tailored to your workflow.
Submit your buyer or seller the moment a deal comes together. No phone tag, no faxes, no waiting on callbacks.
Every automated update your client receives includes your name and contact info. They see you as the professional keeping them informed.
Your clients can check their own progress on Track to Close. You can check yours on Send to Close. Nobody needs to call anyone.
Your dashboard tracks milestones relevant to the financing side — lender instructions received, documents to lawyer, registration complete.
See every new loan, refinance, and switch you've referred — with real-time status updates so you know exactly where each file stands.
Your clients receive milestone updates with your name and branding — from file opening to final registration. You stay top of mind without extra work.
See deal volume, referral activity, and closing timelines across all agents in your brokerage — in one centralized view.
One brokerage sign-up activates every agent on your team. No individual accounts to create, no training overhead.
Every file your agents refer goes to a lawyer-supervised practice with Track to Close transparency. Your clients get a premium experience, every time.
Join the realtors and mortgage agents across Alberta who use Send to Close to streamline referrals, track deals, and keep clients informed — automatically.