Feature · Automatic milestone updates
Your agents and lenders get updates automatically, so they stop calling you
Most “where are we?” calls come from people who just want to know the next step happened. Add the agents, lender and clients to the file once. When your processor ticks a step like “Title commitment issued” or “Documents signed,” Closing Desk emails them a short update. Nobody has to stop and write it.
Add the contacts to the file
Enter an email and pick a role: buyer agent, listing agent, lender, attorney, buyer, seller or other. Up to 10 update contacts per file. Each contact shows which updates they’ll get.
Choose who hears about what
In Settings, a grid lists every checklist step against every role. Tick the roles that should get an email for each step, for example the lender on “Closing scheduled with all parties” but not on “Final title policies issued.” Leave a row empty and that step sends nothing. Until you save these choices, every contact gets every update.
Tick the step as you normally would
The email goes out the first time a step is ticked on a file, and the file tells you how many contacts it reached. Unticking and ticking again doesn’t send a second email.
A short, plain email
It comes from your agency’s name, and the subject line names the step and the property. It says which step is done, the scheduled closing date, and links to the file’s read-only status page if you’ve made one. Replies go to the person on your team who ticked the step.
Easy to stop
Every email has a “Stop these emails” link at the bottom, and works with the unsubscribe button in Gmail and other mail apps. Stopping affects that closing only.
Good to know
- Emails are sent by Closing Desk on your agency’s behalf, shown as “Your Agency via Closing Desk.” They don’t come from your own mail server.
- Each email holds only what the status page shows: the property, the step and the closing date. Notes, dollar amounts and the buyer’s and seller’s names are never included.
- Contacts can unsubscribe themselves. If someone stops them by mistake, your team can remove them from the file and add them back.
- Updates go out only when someone ticks a step in Closing Desk. Changes made only in your title software don’t send anything.
Try it on your own files
Included on every plan. Every plan starts with a 14-day free trial of Pro. No card needed.