Open To Close review
A flexible transaction hub with automation, portals, mobile apps, and broad integrations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Open To Close is a transaction management platform for real estate agents, transaction coordinators, brokers, and other real estate professionals. It brings tasks, dates, emails, documents, contacts, portals, and reporting into one workspace. Teams can use customizable task templates, transaction tables, client and agent portals, document tools, intake forms, approvals, and automated reminders across web, iOS, Android, and API access.
Pricing is organized across three monthly plans. Grow costs $99 per month and includes unlimited transactions, custom fields, merge fields, scheduled emails, free agent and client portals, and task management. Pro costs $199 per month and adds advanced automations, intake forms, task triggers, Smart Blocks, and commission templates. Scale costs $399 per month and adds triggered automations, conditionals, trigger templates, and premium support. A 30-day free trial is available, but there is no free plan. The plan structure gives smaller teams a clear entry point while reserving more complex workflow controls for higher tiers.
Its strongest fit is for teams that need to connect transaction coordination with existing real estate and office systems. Integrations include Google Workspace, Microsoft Outlook, Follow Up Boss, SkySlope, Dotloop, Brokermint, Stripe, JotForm, Zapier, and API Nation, with API access for custom connections. Document organization includes merging, splitting, and email delivery, while dynamic templates support email and text workflows through merge fields. Open To Close is a strong choice for teams prioritizing automation, repeatable processes, and broad platform coverage. Teams seeking advanced automations must move beyond Grow, and those needing only a narrowly focused task tracker may find its wider workflow scope unnecessary.
Open To Close pros and cons
- Where it wins
- Unlimited transactions on every listed plan
- Automations, portals, approvals, and document workflows
- Web, iOS, Android, API, and broad transaction integrations
- Where it doesn't
- No free plan is available
- Advanced automations begin on the Pro plan
- Premium support is limited to the Scale plan
Open To Close fact sheet, pricing and score →
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