Closing Table Features

Closing Table

Document and transaction management system for real estate

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Closing Table Feature Summary

  • Regulate who can view and use the system by setting permissions and issuing passwords
  • Manage and store data in a database
  • Store documents in a centralized location for easy access
  • Leave comments and notes on documents that are visible to others
  • Tag documents so that they may be searched via those tags
  • A list of events with their respective dates
  • Track revisions and updates to collateral, and navigate between versions of the same documentation
  • Ability to work collectively on a project while communicating and sharing information within the system in real time
  • Alerts/notifications within the system
  • Process of moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
  • Centralized database of stakeholders and their contact information
  • Track, store, and access client/customer contracts
  • Encryption secures data associated with a signed document and helps verify the authenticity of a signed record

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API
Access Controls/Permissions
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Activity Tracking
Alerts/Notifications
Archiving & Retention
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Case Management
Client Management
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Commenting / Notes
Completion Tracking
Configurable Workflow
Contact Database
Contact Management
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Customizable Reports
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Data Import/Export
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Deadline Management
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Task Management
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Workflow Management
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API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
CRM
Case Management
Client Management
Client Portal
Collaboration Tools
Commenting / Notes
Completion Tracking
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Data Storage Management
Deadline Management
Digital Signature
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Email Management
Event Calendar
File Management
File Sharing
For Legal Professionals
Performance Metrics
Process Control
Real Time Data
Reminders
Reporting & Statistics
Reporting/Analytics
Retention Management
Role-Based Permissions
SSL Security
Search/Filter
Secure Data Storage
Status Tracking
Task Management
Third Party Integrations
Two-Factor Authentication
Version Control
Workflow Management
Visit WebsiteCompare App