Deal tracking for Florida closings

Every party on the closing, looking at the same page.

Buyers, sellers, agents, lenders and the other side’s attorney get one place to see the closing date, the next deadline, what’s done and what’s still open. It carries your name and your colors, so it looks like your own portal.

Built by a real estate attorney with over 15 years of experience in Florida real estate law and closings
halvrentitle.closingthread.com/deals/HT-26-0142
Halvren TitleDeal portalDOBuyer’s agent

123 Example St, Unit 4B

Example City, FL · File HT-26-0142 · Financed · Condo
OverviewKey datesDocumentsParties
Closing date
Nov 20, 2026
in 41 days
Next deadline
Title evidence
Due Oct 30, 2026 · in 20 days
Checklist
8 of 10
complete
File checklist AppliesN/A
Escrow deposit & letter
Completed Sep 25, 2026
Done
Title search & commitment
Received Oct 8, 2026
Received
Municipal lien search
Ordered Oct 5, 2026
Ordered
Condo association approval
Due Nov 6, 2026
Not started
Survey
Not required (condo)
N/A
Documents
Purchase contract
PDF · Uploaded Sep 24, 2026
Addendum 1
PDF · Uploaded Oct 3, 2026
Title commitment
PDF · Uploaded Oct 8, 2026
Condo estoppel letter
PDF · Uploaded Oct 9, 2026
Powered by ClosingThread
HT
Halvren Title Closing Team
closer@halvrentitle.com
Status update: 123 Example St
8 of 10 complete · Closing date Nov 20, 2026

Sample data. “Halvren Title” and the address are fictional.

Your brand on every portal

Same deal. Three customers. Three brands.

Every customer gets their own logo, colors, portal address and status emails. Parties see your firm, not software. Pick a customer below to see the same sample deal in their brand.

portal.halvrentitle.com/deals/123-example-st
HALVRENTITLEDOBuyer’s agent

123 Example St, Unit 4B

Example City, FL · Financed · Condo
Closing date
Nov 20, 2026
in 41 days
Next deadline
Title evidence
Due Oct 30, 2026
Checklist
8 of 10
File checklist
Escrow deposit & letter
Completed Sep 25, 2026
Done
Title search & commitment
Received Oct 8, 2026
Received
Municipal lien search
Ordered Oct 5, 2026
Ordered
Condo association approval
Due Nov 6, 2026
Not started
Survey
Not required (condo)
N/A
White label: no ClosingThread links
From: Halvren Title Closing Team <closer@halvrentitle.com>
Subject: Status update: 123 Example St, Unit 4B
Halvren TitleSTATUS UPDATE
Sent Sat, Oct 10, 2026

123 Example St, Unit 4B

Checklist progress8 of 10 · 80%
Title evidence dueOct 30, 2026
Closing dateNov 20, 2026
Municipal lien search Ordered
Condo association approval Not started
Title commitment Received
Open the portal →
Halvren Title · closer@halvrentitle.com
sunwickrealty.closingthread.com/deals/123-example-st
sunwickrealty groupDOBuyer’s agent

123 Example St, Unit 4B

Example City, FL · Financed · Condo
Closing date
Nov 20, 2026
in 41 days
Next deadline
Title evidence
Due Oct 30, 2026
Checklist
8 of 10
File checklist
Escrow deposit & letter
Completed Sep 25, 2026
Done
Title search & commitment
Received Oct 8, 2026
Received
Municipal lien search
Ordered Oct 5, 2026
Ordered
Condo association approval
Due Nov 6, 2026
Not started
Survey
Not required (condo)
N/A
Powered by ClosingThread · Want a tracker like this for your deals?
From: Sunwick Realty Closing Team <closer@sunwickrealty.closingthread.com>
Subject: Status update: 123 Example St, Unit 4B
Sunwick Realty GroupSTATUS UPDATE
Sent Sat, Oct 10, 2026

123 Example St, Unit 4B

Checklist progress8 of 10 · 80%
Title evidence dueOct 30, 2026
Closing dateNov 20, 2026
Municipal lien search Ordered
Condo association approval Not started
Title commitment Received
Open the portal →
Sunwick Realty Group · closer@sunwickrealty.closingthread.comPowered by ClosingThread · Want a tracker like this for your deals?
portal.tarrowpelllaw.com/deals/123-example-st
Tarrow & PellATTORNEYS AT LAWDOBuyer’s agent

123 Example St, Unit 4B

Example City, FL · Financed · Condo
Closing date
Nov 20, 2026
in 41 days
Next deadline
Title evidence
Due Oct 30, 2026
Checklist
8 of 10
File checklist
Escrow deposit & letter
Completed Sep 25, 2026
Done
Title search & commitment
Received Oct 8, 2026
Received
Municipal lien search
Ordered Oct 5, 2026
Ordered
Condo association approval
Due Nov 6, 2026
Not started
Survey
Not required (condo)
N/A
White label: no ClosingThread links
From: Tarrow & Pell Closing Team <closer@tarrowpelllaw.com>
Subject: Status update: 123 Example St, Unit 4B
Tarrow & Pell LawSTATUS UPDATE
Sent Sat, Oct 10, 2026

123 Example St, Unit 4B

Checklist progress8 of 10 · 80%
Title evidence dueOct 30, 2026
Closing dateNov 20, 2026
Municipal lien search Ordered
Condo association approval Not started
Title commitment Received
Open the portal →
Tarrow & Pell Law · closer@tarrowpelllaw.com

Same sample deal, three fictional customers. Every customer gets their own logo, colors, address and emails. Halvren Title and Tarrow & Pell show the Professional plan (own domain, full white label); Sunwick Realty Group shows the Starter plan on a closingthread.com address.

Deal privacy

Each deal is seen only by the people on it.

A deal is visible only to the people authorized on that deal: the staff on the file and the parties they invite.

  • ✓Not other ClosingThread customers.
  • ✓Not other staff at your own company, unless they’re added to that deal.
  • ✓Not ClosingThread. Our admins see account-level counts and billing, never what’s in a deal.
  • ✓Support can open a deal only if you grant time-limited access to that specific deal, and every view is recorded in the deal’s audit trail.
Who can see 123 Example St, Unit 4B Sample deal
✓
Staff on this fileThe Halvren Title staff added to this deal
✓
Invited partiesBuyer, seller, both agents, lender, read-only
✕
Other staff at Halvren TitleNot unless they’re added to this deal
✕
Other ClosingThread customersNever
✕
ClosingThreadAdmins see account-level counts and billing only, never deal contents
⏱
ClosingThread supportOnly if you grant time-limited access to this specific deal
Audit trail · this deal
Granted Oct 10, 2026 · 2:05 PMJane Doe (Halvren Title) gave support access to this deal. Expires Oct 11, 2026 · 2:05 PM
Viewed Oct 10, 2026 · 2:31 PMClosingThread support opened the Key dates tab
Expired Oct 11, 2026 · 2:05 PMSupport access ended automatically
Why it works

Fewer “where are we?” calls.

A typical deal has four or five people following it. Most of their calls ask something the file already answers. Show them the answer and they stop calling.

Agents & brokers
“Are we still on for the 20th?”

Closing date, next deadline and open items for every deal they’re on, under one login.

Lenders
“Did title come back yet?”

Title commitment, survey and lien search appear as soon as your staff upload them.

Buyers & sellers
“What’s left before closing?”

A plain checklist with a progress chart. No jargon, and no password to remember.

The other side’s attorney
“Can you resend the addendum?”

The contract, addenda and official deal documents, always the current version.

One source of truth, kept by your team

  • ✓Your staff update the file once, and every party sees the change.
  • ✓Parties have read-only access. They can’t upload, comment or message, so the file stays clean.
  • ✓Internal notes and staff-only tasks never appear on the parties’ side.
  • ✓Every date is labeled, so nobody guesses whether “Oct 30” is a deadline or a delivery.
Status key, the same in the portal and in every email
Done: finished and confirmed
Done
Ordered: requested and waiting
Ordered
Received: in hand and under review
Received
Not started: still to do
Not started
N/A: doesn’t apply to this file
N/A
What’s in it

Everything a closing file needs. Nothing it doesn’t.

Built around how Florida closings actually run: dates that move, documents that arrive in pieces, and a lot of people who need to know where things stand.

Passwordless sign-in

Parties sign in with a one-time link sent to their email. Anyone on several of your deals sees all of them under one login.

Key dates, with the math shown

Deposit, inspection, loan approval, title evidence and closing. Each date is labeled and shows how it was calculated and which document set it.

Checklist & progress chart

Each task has a status, and whole sections (condo, survey, lender) switch between Applies and N/A per file.

DoneOrderedReceivedNot startedN/A

Official deal documents

Contract, addenda, title commitment, survey and lien search, shared with everyone on the deal. Only your staff upload, and every view is logged.

Email intake Add-on

Cc your own closer@ address on deal emails. The portal reads the forwarded copy and suggests updates for your staff to approve.

For informational purposes only. Staff review every suggestion.

AI reads your addenda Add-on

Upload an addendum and the portal proposes the date changes it finds, quoting the exact sentence. Nothing changes until staff approve.

Branded status emails

Status updates that look like they came from you.

Each update shows a progress bar, the labeled key dates, color-coded statuses and an “Open the portal” button. It goes out in your brand and shows each party only what they’re allowed to see.

  • ✓Sent from your own closer@ address once your domain is connected, so replies reach your staff.
  • ✓A standing wire-fraud warning in every update.
  • ✓Sent on a schedule or when something on the file changes (add-on).
Who it’s for

Two ways in.

Privacy by design

Designed to hold less, not more.

A closing portal shouldn’t become another place for sensitive data to leak. It holds only what the file needs.

Isolated per customer

Each customer’s portal, files and intake run in their own separated space. Email intake is fully automated, and nobody at ClosingThread reads your mail.

No wire information

There is deliberately no place for wiring instructions, and status emails remind parties never to send funds based on emailed instructions.

Only the people on the deal

Staff on the file and invited parties. Not other customers, not other staff unless added, and not ClosingThread. Support needs your time-limited grant, and every view is logged.

Private file storage

Documents are stored privately and opened through short-lived links tied to the signed-in user.

Audit log

Sign-ins, document views, date changes, approvals and access changes are recorded for your staff.

Automatic retention

Closed deals and their documents are deleted 90 days after closing, and parties are reminded beforehand.

Get started

Your portal, live the day you sign up.

Answer a few questions about your closings and your brand. Your portal opens at yourname.closingthread.com, and you can move it to your own domain whenever you’re ready.

Takes about 5 minutes

  • 1Tell us who you are and how many closings you run
  • 2Pick your portal address
  • 3Add your logo and colors
Start sign-up

Questions first? hello@closingthread.com