Works alongside your software
Keep SoftPro, Qualia, ResWare or RamQuest. Add deadline tracking on top.
Closing Desk doesn’t replace your title production software. It’s the tracking layer your team checks every morning: which file needs someone today, what’s due this week, and what’s about to slip. Getting your open files in takes one export and one upload.
Step-by-step for your software: SoftPro · Qualia · ResWare · RamQuest
Your production software keeps
Documents, commitments and policies, settlement statements, disbursements, escrow accounting and recording packages.
Closing Desk adds
One shared screen of every open file and its checklist, Closing Disclosure and rescission deadlines in Regulation Z business days, rate lock and payoff warnings, a morning email of what’s due, status links for agents and lenders, and a wire callback log.
Moving your open files in
1. Run your open-orders report
In your production software, run the report your office already uses for open files: open orders, pipeline, or files closing this month. Include whatever columns you have, such as file number, property, closing date, buyer, seller and lender.
2. Export it to Excel
Save or export the report as an Excel file (.xlsx). A CSV or tab-separated text file works too. Older .xls files need to be saved as .xlsx first.
3. Upload it as it is
No reformatting. Column names like “Order #”, “Est. Closing Date”, “Borrower” or “Property City” are matched for you, report titles and totals rows are skipped, and Excel dates come through correctly. You see a preview of every file before anything is imported.
4. Or let it update itself
Every agency gets a private import address. If your software can schedule reports by email (ask your administrator if you’re not sure), send your open-orders report there each morning and Closing Desk adds new files and updates changed closing, lock, contingency and payoff dates on its own. Blank cells never erase anything, and you get a summary of what changed.
This works through your software’s report export, not a direct connection: changes reach Closing Desk when a report is uploaded or emailed in, so a scheduled daily report keeps it current. If your report won’t import cleanly, email it to support@closingdeskapp.com and we’ll set it up for you. Don’t include Social Security numbers, bank account numbers or wiring instructions.
Try it with your own report first
Drop your Excel export into the demo and see every file’s deadlines. Nothing is uploaded or saved; it runs in your browser.
SoftPro, Qualia, ResWare and RamQuest are trademarks of their respective owners. Closing Desk is not affiliated with or endorsed by them; the names are used only to describe which exports can be uploaded.