Tasks
Review what needs attention
Approvals, uploads, due dates, and owner notes stay in one checklist.
Client closing room
Finish the closing with clear tasks, documents, and updates.
The client room keeps buyers and sellers focused on the next decision: assigned tasks, deposit status, signature requests, messages, and released files.
Client roomGuided
- Buyers and sellers see only the next task, deposit update, signature request, or released file.
- Broker-only controls and partner approvals stay out of the client room.
- The room stays quiet, focused, and tied to one assigned closing.
Funds
Confirm deposit status
Escrow received, remaining balance, payoff notes, and settlement status.
Signatures
Open the next envelope
See who has signed, who is next, and which documents still need action.
Files
Download released documents
Access packets, signed forms, and broker-approved files when they are ready.
Private access
Sign in to your closing room.
Use the email invited to this closing. Once you sign in, HELM opens your assigned tasks, messages, signature requests, and released files in one guided sequence.
Buyer and seller views are limited to their own closing.
Secure sign in
Sign in to your closing room
Use the email invited to this closing so your tasks, files, and signatures open in the right room.