Your closing, and your new home, organized in one place.
A private portal your real estate agent sets up for you. Every document from your closing, the local pros your agent personally trusts, and the smart reminders your home needs for years. Free, forever, on your agent.
Nothing to install. No password to remember. Just a link.
Your new home checklist
The first three months of homeownership are chaos.
You closed on a house. Now you have: a stack of paperwork, ten contractors to call, no idea what to do first, and a phone full of texts from people whose names you can't keep straight. The old way is a Google Doc your agent texted you and a folder of PDFs you'll never open again.
There should be one place that knows about your specific home, has the pros your agent personally trusts, and remembers what you've done and what's next. That's the portal.
Everything about your new home, in one private link.
A personalized checklist
Organized by urgency. What to do this week, this month, and later this year. Tailored to your home and your situation, not a generic template.
Vendors your agent trusts
Cleaning, locksmith, lawn care, HVAC, painters, handymen. Local pros your agent has used with their other clients. One click to request a quote.
A document vault
Inspection reports, HOA documents, appliance manuals, warranties. Everything you signed at closing, plus everything your agent sent you. Searchable.
A direct line to your agent
Private messages with your agent right inside the portal. No more lost texts. They can see your progress and help when you're stuck.
Your closing team
Your lender, attorney, title officer, inspector, all in one place. Names, phone numbers, emails. So you stop searching your inbox for "who was that lender again?"
Reminders that matter
HVAC service, warranty expirations, homestead filing deadlines, refinance opportunities when rates move. Smart, not spammy.
Your agent sets it up. You just use it.
Your agent invites you
They send you a link the day you close (or anytime, really). The portal already knows about your home, your closing date, and the vendors they recommend.
You open the link
No app to download. No password to remember. The link is the key. Bookmark it on your phone and you're in.
You use it for years
The portal stays with you. Check off the first-month tasks, then the seasonal ones, then refer back when something breaks two years later and you forgot which pro your agent recommended.
Free. Forever.
Your agent sets up your portal and you keep it for as long as you own the home. No subscription, no upgrade nags, no expiration. Your documents, your journal, your checklist, your home's whole story stays with you.
Vendors on your agent's list pay a placement fee to be recommended, which keeps the lights on. You pay vendors directly for any work, just like any other contractor. ClosingPack itself never charges you a dime.
Why free? Your agent is the customer. We help them deliver an unforgettable closing and post-closing experience. You're the reason any of it matters. See full pricing →
What your agent sees, and what they don't.
Your agent can see
- Whether you've opened the portal
- Which tasks you've marked done
- Documents you've uploaded
- Your messages with them
Your agent cannot see
- Your mortgage balance or monthly payment
- Your insurance carrier or coverage
- Your private journal entries
- The financial opportunities we surface for you
We don't sell your data to marketers. We don't connect to your bank or your mortgage company. The optional financial section is encrypted and entirely up to you whether to use. See our Privacy Policy for the full breakdown.
Your home deserves a place to live online.
If your agent already uses ClosingPack, ask them for your link. If they don't, send them a quick note and we'll handle the rest.