Closing team
Set up access, forms, and release rules before the closing goes live.
Use the closing team account to prepare invitations, templates, partner access, approvals, and release controls before brokers and clients step into the file.
Team controlsGoverned
- Invitations, template releases, partner access, and room history stay under team control.
- The team account prepares the file before brokers and clients enter the closing.
- Approvals and release checks remain traceable across the life of the transaction.
Secure access
Open the team controls.
Use an invited account to manage access, forms, partner roles, release rules, and room history.
Secure sign in
Sign in to the closing team
Use the invited closing team account to open access controls, templates, partner roles, and release history.