Every client gets a live portal that shows exactly where your file stands — milestones, documents, messages, closing statement, and a countdown to closing day. No phone calls. No guessing. Just clarity.
Your closing follows four clear steps: Retain, Prepare, Sign, Close. The portal shows you exactly which milestones are done, which are in progress, and what's coming next.
Every milestone shows who's responsible — Lawyer, Client, or Third Party — so you always know who the ball is with. No more calling the office to ask "where are we at?" The answer is always one tap away.
See exactly where every dollar goes — purchase price, mortgage, property tax adjustments, commissions, and your final cash-to-close or net proceeds.
The statement updates automatically from our trust accounting system. No waiting for a PDF. No surprises on signing day.
All documents related to your closing are uploaded to your portal — title search results, mortgage documents, transfer of land, statement of adjustments, and more.
Each document title links to a proprietary video explainer — a plain-language walkthrough created by our team so you understand exactly what you're signing before you sit down with the lawyer. This content library was built over 15 years and thousands of closings.
No phone tag. No email chains. Send a message from your portal and your legal team responds right there. Upload photos, ask questions, get updates — all in one thread.
Every message is attached to your file, so nothing gets lost and there's a clear record of every conversation.
If you've already retained us, your Track to Close portal is live. Log in to see your milestones, documents, and closing statement.