Manage and track closings by creating a timeline, inviting closing parties, assigning individual tasks, communicating amongst team members, and uploading your closing documents.

#1   Click on My CREXi tab in the top navigation bar.

#2   Select Closing to open the Closing Portal. 

Properties will appear in the portal once you change the status of a listing to under contract, contract pending, or closed.

#3   Click on a property in the Closing Tracker to open the Closing Dashboard.

#4   The Timeline Bar at the top displays milestones with date and title.
        #4a   Click Manage Timeline to customize your critical dates timeline bar.

#5   The Closing Checklist tracks all tasks displaying creator and task status.

#6   Comments can be added and viewed by any of the Closing Parties.

#7   Closing Parties are managed on the right-hand side.
        #7a   Selecting the Add Closing Party button on the bottom will trigger the invite modal with an email input field and closing role drop down option.

#8   Due Diligence
documents added to the property listing will appear in the Due Diligence tab under the Closing drop down.  

#9   Closing Documents
are located below and are displayed the same way as in the due diligence vault.

If you have any questions, please let us know how we can help.


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