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Get Your Office, Vendors and Clients All On the Same Page!

Our popular Click-n-Close® application is a simple, turn-key, web-based transaction management system based on the award-winning QuickBase® platform. This robust solution will save you time and money by making it easy to organize and share the everyday information of business: client orders, phone numbers, appointments, documents and data of any kind. It's a powerful boost to productivity, yet refreshingly affordable for team-sized budgets. Moreover, you'll never be out of the loop or in the dark with outdated spreadsheets or be limited to review by only one person at a time.

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Working_Together_Made_Easy 

With Click-n-Close®, offices both local and national can share information and documents right online.  

That means: 

  • One central home for all your information — with anytime, anywhere access for your entire team. No more "Oh my gosh, do I have the right version?"
  • Solutions in minutes, not months. No need to wait for the IT experts — anyone can set up a new project in less time than it takes to brew a pot of coffee. And, you can customize Click-n-Close® applications to your unique needs.
  • "No-sweat data sharing" that's as simple as surfing the Web - no software to load, setup delays or upgrades needed.
  • Affordable and risk-free solutions to your needs. Try Click-n-Close® for free, then pay as you go monthly - no long-term commitments or upfront investment. Experience instant ROI.

No Sweat

 Customizable to Your Needs  (ClosingBoard1 / ClosingBoard2 / MenuView1 / MenuView2 / Calendar)

Our Click-n-Close® applications are customized to your requirements. Every field, report and form can be specified to your need, look and feel. Imagine opening any file and seeing a quickview of the respective Tax Collector, Registry, Client, Lender, Title Examiner, Surveyor, Attorneys, Realtors and past closing associated with any borrower, seller and property. Qb Developer

Secure Web Access and Extranets

Anyone on your team can securely access from any computer (Windows, Mac, Unix) and from anywhere on the Internet (home, office, London). You can also set up extranets for special access by vendors and clients.

Sophisticated Reporting

Executive summaries and graphics to highlight the most important information. Drill down to any level of detail. Customize reports for each department (or individual) within your organization.  Even instantly track an event or task with one-click.

Centralize All Your Information

Manage information about orders, leads, customers, employees, referrals, sales and projects. Maintain an electronic document library – with fast full text search to easily find what you need. Access information right at your fingertips instead of looking through your rolodex, Outlook or anywhere else. And unlike Excel, multiple people can view the same file.

Generate Automated E-mail Alerts

Automatically email the relevant employees, clients and managers when certain criteria are met. Notify clients when a title is complete, title commitments and Settlement Statements are available online, new order confirmation and instantly request title and survey orders via email. When are your files closing? Don't miss another mortgage contingency or rate lock date. View reports on your vendors and their service as well as clients, managers and even your staff about upcoming deadlines. Not only will our system keep you, your staff, clients and vendors instantly up-to-date, but on-time as well.

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