TheClosingCompanion

The ClosingCompanion HUB

Select your role to personalize your experience

🏠

Broker

Individual broker managing your own transactions

👥

Team Manager / Leader

Full access to all team transactions, records, and edit ability

📋

Transaction Coordinator

Full access to any transaction assigned to you by a broker

This is a one-time setup. You can change your role anytime in Settings.

● Saved

🔍

Buyers ▾

0

Upcoming Listings ▾

0

Live Listings ▾

0

Active Transactions ▾

0

Total Transactions

0

in pipeline

Deadlines This Week

0

action required

Overdue

0

past deadline

Upcoming Deadlines

No transactions yet. Add one to get started.

Product Roadmap & Ideas

💡 Idea Logged

Buyer Journey Module

A guided tool for buyers starting their home search — pre-approval steps, budget calculator, neighborhood research, offer readiness checklist, and education on the purchase process before they're under contract.

🔭 Future

Calendar & Email Sync

Direct Google/Outlook sync, automated deadline reminders to agent and client, SMS alerts for urgent deadlines.

🔭 Future

Agent White-Label & Branding

Custom logo, agent photo, colors, and shareable client portal links. Brokerage-level accounts with multi-agent support.

🔭 Future

TransactionDesk Integration

Import dates directly from NWMLS TransactionDesk — no double entry. Auto-populate all contingency fields from the signed contract.

Select an upcoming listing from the sidebar.

Select an upcoming buyer from the sidebar.

Live Listings

Active Clients

No clients yet. Add a transaction to see clients here.

Select a transaction to view its checklist.

Transaction Progress

0%

complete

0

Done

0

Left

0

Total

Transaction Notes

Messages & Outbox

Client messages from the portal + emails sent to professionals. Replies land in your inbox and can be logged here.

Select a transaction from the sidebar to preview the client portal view.

Transaction History

All closed and archived transactions. Click any record to expand full details.

🔐 Sign In & Cloud Sync

Sign in with your work email to unlock cloud sync — your data follows you across devices. No password needed: enter your email and click the magic link sent to your inbox. Once signed in, all transactions, checklists, and contacts sync automatically.

🗂

Left Sidebar — Your Pipeline

Four collapsible sections track every stage: Buyers → Upcoming Listings → Live Listings → Active Transactions. Click a section header to expand it. Click any card to open that record's full detail view. Closed transactions appear in the Closed section at the bottom of the sidebar.

➕

+ Create New

The + Create New button opens a dropdown to add an Upcoming Buyer, Upcoming Listing, or Active Transaction. Live Listings are added via the sidebar's Live Listings section. Team Leaders can assign any transaction to an agent when creating it.

📋

Pipeline Progression

Upcoming Listing → Go Live → Live Listing → Under Contract → Active Transaction → Closed. For buyers: Upcoming Buyer → Under Contract → Active Transaction → Closed. Each card has a promote button to advance the record. Agreement key dates (listing agreement expiry, price review, BBSA, pre-approval) are tracked on each card and surface warnings when they're within 7 days.

⬡

Dashboard

Your home screen. Shows two sections: Transaction Deadlines (upcoming NWMLS contingency tasks across all active deals) and Agreement & Key Dates (BBSA expirations, listing agreement expiries, price review dates, pre-approval expirations, and possession dates when they differ from closing). Overdue items appear in red. KPI cards at the top show total active transactions, deadlines this week, overdue count, and average days to close.

◻

Checklist Tab

Select a transaction from the sidebar to view its full NWMLS contingency checklist — all deadlines calculated from your mutual acceptance and closing dates. Check off tasks as completed. The action bar lets you email a deadline summary to parties, export a .ics calendar file, edit the transaction, or open the Client View. Commission details appear for Agent and Team Leader roles.

◑

Clients Tab

Searchable view of all transactions — active, closed this year, and prior years. Search by name, address, price, MLS#, escrow officer, lender, or date range. Status filter lets you narrow to active or closed. Click any row to open that transaction's checklist.

🗂

History Tab

Full transaction history grouped by year with GCI summaries, production stats, and color-coded status rows. Closed transactions show commission details, MLS number, and possession date. Click any row to view the full checklist for that transaction.

📇

Contacts Tab

Your professional directory — escrow officers, lenders, TCs, and other parties. Mark contacts as "Uses App" to enable one-tap email routing from the Client View. Contacts with "Uses App" enabled appear as autocomplete suggestions when creating transactions.

📊

Totals Tab

Production and GCI data broken down by year — MTD, YTD, listing vs. buyer side splits, average sale price, average GCI per close, and all-time totals. Pipeline summary shows active transactions, live listings, upcoming listings, and upcoming buyers. Team Leaders see an agent-by-agent pipeline breakdown. Visible to Agent and Team Leader roles.

👥

Team Tab — Team Leader Only

Add agents via ⚙ Settings → Team. Once added, assign transactions to specific agents when creating or editing them. The Team tab shows KPI cards for team-wide active transactions, total volume, anticipated GCI, and overdue tasks. Click Team Active to see all transactions by agent. Click Overdue Tasks to see every overdue item across the team with the responsible agent — click any row to jump directly to that transaction's checklist.

🔗

Blueprint Sync

When you close a transaction in TCC, it's automatically written to a shared data bridge. Open Business Blueprint and click ⟳ Import from TCC to bring closed transactions into your annual plan with commission and price pre-filled. Works in the same browser — full cloud sync coming with Supabase.

⚙

Settings

Font size, color theme (Dark / Midnight / Light / Custom), notification preferences, your name, role, and team members. Your role controls which features are visible — Agents and Team Leaders see commission data and the Totals tab; Team Leaders additionally see the Team tab; TCs see assignment tools.

⚙ Settings

Display

Aᴬ Normal

Aᴬ Large

Aᴬ X-Large

Appearance

Midnight

Light

Custom

Deadline Notifications

Enable Notifications

Get alerted when deadlines are approaching

🔴 Overdue — past deadline

🟠 Due today

🟡 1 day before deadline

🔵 2 days before deadline

⚪ 3 days before deadline

In-app toasts appear while this tab is open. Browser notifications fire even when the tab is in the background — grant permission above to enable them.

Role

Your Name

—

Your current role in TheClosingCompanion

Linked Workspaces

Workspaces that agents have shared with you. Switch between them using the workspace selector in the header.

Loading workspaces…

Transaction Coordinators

Invite a TC to access your transactions. They'll get full read/write access to your files once they accept.

App

Pre-Listing Task Defaults

These tasks will appear on every new upcoming listing. You can still add or remove tasks per listing.

Buyer Checklist Defaults

These items appear on every new upcoming buyer. You can still add or remove per buyer.

TheClosingCompanion

📝 Email Templates

Edit your email templates below. Use the toolbar for formatting. Variables like {address}, {client}, {broker} are auto-filled at send time.

📊

Friday Update

Sent every Friday · Active listings

▾

🔑

Happy Closing Week

Sent Monday of closing week · Buyers & sellers

▾

⭐

Review Request

Sent after closing · Buyers & sellers

▾

⚙ Reminder Settings ▾

📬 Email Reminders

Upcoming emails you should send based on your active listings and transactions.

Loading reminders…