Questions
What title offices ask before they try it
Straight answers to the questions we hear most. Don’t see yours? Email support@closingdeskapp.com and you’ll get an answer from the founder.
Fitting it into your office
Do we have to switch title software?
No. Closing Desk doesn’t replace SoftPro, Qualia, ResWare, RamQuest or anything else. Your team keeps closing files where it does today. Closing Desk reads your open-orders report and watches the dates. How it works with your software.
How do our files get in?
Export your open-orders report to Excel or CSV and upload it as it is. Column names are matched for you, and you see a preview before anything is saved. To keep it current, schedule the report to be emailed to your private import address each morning.
Do we have to type in every file?
No. Files come from your report. You can add or edit a file by hand when you need to, but nobody has to retype your pipeline.
How long does setup take?
Most offices are looking at their own files within a few minutes of exporting the report. Or ask for free setup help and we’ll load your files with you. Get free setup help.
Who on the team uses it?
Everyone who touches a closing: processors, closers and the owner. Every plan includes unlimited team members. The morning email of what’s due goes to the agency’s owners and admins.
The morning report and the dates
What if the emailed report doesn’t come through or can’t be read?
You get an email saying what went wrong, for example that no spreadsheet was attached. Your files stay as they were. Nothing is deleted because a report was missing.
Can a report erase our data?
No. Blank cells never erase anything, and every change is recorded with who made it and when. After each import you get a summary of what was added and what changed.
How are the deadlines counted?
In Regulation Z business days, the way TRID counts them: Sundays and federal holidays are skipped and Saturdays count. The free calculators on this site use the same rules as the app. TRID business days, explained.
Does it work for cash and commercial deals?
Yes. Cash purchases and commercial files get their own checklist and dates, without the Closing Disclosure waiting period that only applies to TRID loans.
Your data
Who can see our files?
Only people you invite to your agency. Every record is tied to one agency, and the database itself refuses to show it to anyone else. You can require two-factor sign-in for your whole team. How we protect your data.
What shouldn’t we put in it?
Social Security numbers, bank account numbers and wire instructions. Closing Desk tracks the workflow; that information stays in your closing software. The wire callback log records who verified a wire, never the account number.
What happens to our files if we stop?
If the trial ends or you cancel, your files stay readable and you can export them. You just can’t add or edit until you subscribe.
Cost
What does it cost?
Plans start at $49 a month per agency, with your whole team included. The 14-day free trial doesn’t need a card. See pricing.
Is there a contract?
No. Change plans or cancel any time from the Billing page.
See it with your own files
Drop your open-orders export into the demo. It runs in your browser and nothing is uploaded.