Oversight
Closing team
Access control, form readiness, partner assignment, release approval, and activity history for each closing.
Keep permissions, partner access, and release checks current.
Open pageDeal flow
Follow a closing from accepted offer to final packet.
Move through the broker, client, signer, partner, and admin rooms while the closing keeps documents, signatures, escrow, services, and activity records aligned.
Role-specific views7Closing team, broker/dealer, client, documentation, finance, insurance, and partner services.
Deal economicsScopedSigned-in users only see the financial detail tied to their role and closing.
Document vaultProtectedDocuments, certificates, and release status stay behind invited access.
Signature requestsTrackedFinance, insurance, title, survey, and signature work route to the right party.
Role-based access
Each participant sees the work they own.
Buyers, sellers, brokers, partners, and the closing team each get a focused view while packets, signatures, escrow, services, and transaction history stay aligned on the same record.
Deal movement
Broker / dealer
Offer desk, dealer inventory, commission review, co-broker coordination, HELM Sign, and packet readiness.
Move an accepted offer toward settlement.
Open pageBuyer and seller view
Client room
Client tasks, escrow status, signatures, secure packet files, messages, finance, and insurance next steps.
Give buyers and sellers a focused room for tasks, signatures, deposits, and released files.
Open pageDocument review
Documentation
USCG, title, registration, escrow receipt, bill of sale, certificates, and final packet archive context.
Review document checklists, packet files, and release conditions in context.
Open pageFunding status
Finance
Deposit tracking, payoff blockers, lender handoff status, settlement economics, and commission visibility.
Track funding status and required approvals from the right side of the closing.
Open pageCoverage status
Insurance
Binder requirements, navigation limits, buyer tasks, risk advisor handoffs, and closing blockers.
Track insurance readiness alongside the client room and closing checklist.
Open pageService coordination
Partner services
Referral records, provider assignment, commerce add-ons, attribution, approvals, and partner performance.
Keep finance, insurance, documentation, survey, transport, and post-close services tied to the deal.
Open pageClosing journey
A clear path from accepted offer to settlement.
Each stop opens the next job that needs attention: broker actions, client follow-through, transaction detail, partner services, and release checks.
01
Review statusClosing overview
02Start with accepted offers, role accountability, HELM Sign, packet readiness, and open blockers.
Coordinate workBroker / dealer portal
03Review offers, inventory, packet prep, partner services, and commission economics.
Guide the clientBuyer / seller room
04Move into guided tasks, signature state, escrow status, messages, and released files.
Open the transactionTransaction room
05Review documents, diligence, blockers, activity, add-ons, and settlement readiness inside the transaction record.
Confirm readinessClosing team
Confirm permissions, templates, activity review, affiliates, and packet release checks.
Closing record
One transaction record keeps every participant aligned.
Every participant works in a focused view while documents, signatures, escrow, partner services, and activity records remain attached to the deal.