Tips for a Successful Closing: Closing Dashboard Overview

The closing dashboard provides full transparency throughout the close of escrow. All parties will have visibility to critical dates, next steps, deliverables, and key communications. Once a property is sold on Crexi, all parties involved in the transaction will receive an email invitation to access the Closing Dashboard. Be sure to accept the invite to the Closing Dashboard and remember a Crexi account is required to access. Create a free account at

The closing dashboard contains key information critical to the closing period including:

• Timeline with critical escrow dates and milestones
• Document warehouse for Due Diligence and Closing documents
• Buyer and Seller Checklist to close
• Comment section for all to have visibility to communication throughout closing
• Visibility of all parties involved in the transaction
• Real time notifications

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