Works with the CRM you already have.
When a deal closes in your CRM, the client flows into ClosingPack automatically. The portal goes out, the AI personalizes their checklist, and the post-closing concierge starts running. You don't change anything about how you work.
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Available Available now Real-time webhooks. The moment a deal moves to a closed stage in Follow Up Boss, the client appears in ClosingPack with their property address, contact info, and closing date already filled in. No manual entry. No duplicate data.
Available now Auto-imports contacts tagged as closed or sold every 15 minutes. Configure which tags or statuses count as a closing for your team, and ClosingPack pulls in everyone matching. Works with both the original kvCORE and the rebranded BoldTrail.
Available now Real-time webhooks. Connect once and every closed transaction flows directly into ClosingPack. The integration handles both legacy Chime accounts and the newer Lofty interface.
Available now Tag-based sync every 15 minutes. Tell ClosingPack which Sierra tags you use to mark closings (Closed Buyer, Closed Seller, Past Client, or whatever your team uses) and we pull matching leads in automatically.
Don't see your CRM?
We prioritize integrations based on which CRMs our agents actually use. The next ones being scoped: LionDesk, Top Producer, BoomTown, Real Geeks, and a Zapier connector that covers everything else.
You can still use ClosingPack without a CRM integration. Add clients manually or by CSV import. Setup takes a minute and the rest of the platform works the same.
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