From Contract to Close, Every Step Automated
Closing Flow Solutions connects your Smartsheet workflow to a purpose-built agent dashboard — so nothing falls through the cracks and every closing runs like clockwork.
Six Steps to a Seamless Closing
A clear, repeatable process that keeps every transaction on track — from the moment you go under contract to the day you hand over the keys.
Create Your Agent Account
Sign up in under two minutes. No credit card required. Your secure agent profile is the hub for every closing you manage.
Once registered, you get instant access to your personal dashboard — a clean, organized view of every deal in your pipeline.
Connect Your Smartsheet Workflow
Link your existing Smartsheet account or let us provision a pre-built closing template. Your data stays in Smartsheet — we just make it actionable.
Our pre-built Smartsheet template includes 14 standard closing tasks organized by category: Contract, Title, Inspection, Financing, and Closing.
Add a Closing & Auto-Populate Tasks
Enter the property address and closing date. The system instantly creates a full task checklist — 14 pre-configured steps covering every phase of the transaction.
Tasks are categorized by priority (Urgent, High, Normal) and phase so you always know what needs attention first.
Track Deadlines & Get Alerts
The dashboard surfaces urgent tasks and upcoming deadlines automatically. Color-coded indicators flag deals that need immediate attention.
Tasks due within 3 days are flagged as urgent. Closing date countdowns keep you ahead of every deadline without manual tracking.
Check Off Tasks as You Go
Mark tasks complete directly from your dashboard. Progress bars update in real time, giving you — and your clients — instant visibility into where each deal stands.
Each closing card shows a visual progress bar and stage pipeline so you can see at a glance how far along every transaction is.
Close More Deals, Faster
With every step automated and tracked, you spend less time chasing paperwork and more time building client relationships and growing your business.
Agents using structured closing workflows report fewer missed deadlines, higher client satisfaction, and more referrals.
Your Data Lives in Smartsheet. We Make It Work Harder.
Smartsheet is the industry-standard platform for real estate workflow management. Closing Flow Solutions sits on top of it — adding a purpose-built agent interface, automatic task generation, and deadline tracking without replacing the tools you already trust.
- Pre-built closing template with 14 standard tasks
- Real-time sync between dashboard and Smartsheet rows
- Automated row creation when you add a new closing
- Priority and category tagging for every task
Default Task Categories
Frequently Asked Questions
Everything you need to know before your first closing.
Do I need an existing Smartsheet account?
What tasks are auto-created for each closing?
Can I customize the task list for each closing?
Is my client data secure?
How does the deadline tracking work?
Ready to Run Your First Closing?
Create your free agent account and add your first closing in under five minutes.