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Open To Close
The company lists its office at 967 E Parkcenter Blvd #161, Boise, Idaho 83706.
What it is
Open To Close is transaction management software for real estate professionals, organizing transaction tasks, emails, documents, and dates in one place. Task templates can send emails or texts when tasks are completed and issue notifications for overdue tasks. Email templates support merge fields, contact and file roles, and automatic addition of contacts and files. Document tools include custom buttons, merging and splitting documents, email exchange, and folder organization. Users can assign global permissions and responsibilities within transactions. Listed integrations include Google Workspace, Outlook, Follow Up Boss, SkySlope, Dotloop, Brokermint, and Stripe. Its API supports reading and writing platform data, with Zapier and API Nation named as workflow synchronization examples. E-signatures, document templates, deadline automation, and approval workflows are listed. The service is available on Android, iOS, and the web. Plans start with Grow at $99 a month, and a free 30-day trial is offered. The Scale plan includes Premium Support. The company is headquartered in Boise, Idaho, United States.
For and against
For
- Task templates can send completion emails or texts.
- Email templates support merge fields and file roles.
- Document tools include merging and splitting.
- E-signatures and approval workflows are listed.
- A free 30-day trial is offered.
Against
- No free plan is listed.
- Grow starts at $99 a month.
- Each additional user costs $69 a month on Grow and Scale.
The verdict
Open To Close brings transaction organization together with templated task and email workflows, document tools, and listed integrations. Consider the paid plans and per-user charges alongside the free 30-day trial.
Who it suits
Open To Close may suit real estate professionals who want transaction tasks, documents, communications, and dates managed in one platform. Its listed integrations and workflow tools may be relevant to teams coordinating transactions across services.
Plans and prices
Grow
1 user included · Unlimited Transactions · Each additional user is $69 / user / mo.
Read 5 Oct 2026 · opentoclose.com
Pro
1 user included · Agent Intake Forms: 4 on Grow, Unlimited on Pro and Scale · Task Triggers: 3 on Grow, Unlimited on Pro and Scale · Smart Blocks: 25 on Grow, Unlimited on Pro and Scale
Read 5 Oct 2026 · opentoclose.com
Scale
1 user included · Unlimited Agent Intake Forms, Task Triggers, and Smart Blocks · Each additional user is $69 / user / mo.
Read 5 Oct 2026 · opentoclose.com
On the record
- API
- The API supports reading and writing Open To Close data, and the site names Zapier and API Nation as workflow synchronization examples.opentoclose.com · read 5 Oct 2026
- Documents
- Document tools include custom buttons, merging and splitting documents, emailing and receiving documents by email, and folder organization.opentoclose.com · read 5 Oct 2026
- Email templates
- Email templates can use merge fields, contact roles, and file roles, and can automatically add contacts and files.opentoclose.com · read 5 Oct 2026
- Google data
- The privacy policy says retrieved Gmail messages are not stored and Google Drive files and folders are not stored in Open To Close's system.opentoclose.com · read 5 Oct 2026
- Integrations
- Listed integrations include Google Workspace, Outlook, Follow Up Boss, SkySlope, Dotloop, Brokermint, and Stripe.opentoclose.com · read 5 Oct 2026
- Permissions
- Users can assign global permissions and task responsibilities within transactions.opentoclose.com · read 5 Oct 2026
- Privacy
- The privacy policy says sensitive or credit information is encrypted with SSL and credit card information is not stored on the website.opentoclose.com · read 5 Oct 2026
- Purpose
- Open To Close is a fully customizable transaction management platform for real estate professionals.opentoclose.com · read 5 Oct 2026
- Support
- The Scale plan includes Premium Support.opentoclose.com · read 5 Oct 2026
- Task automation
- Task templates can send emails or texts when tasks are completed and send notifications when tasks are past due.opentoclose.com · read 5 Oct 2026
- Trial
- The maker offers a free 30-day trial.opentoclose.com · read 5 Oct 2026
- Workflow
- The product organizes transaction tasks, emails, documents, and dates in one place.opentoclose.com · read 5 Oct 2026
