FEATURES

Feature Release: Visual overhaul to document and template areas

Apr 14th, 2025

We've done a complete visual overhaul of our document and template areas within Closer to make them easier to use, and fully customizable.

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Choose default documents per file type

Save time by choosing which documents you would like to always appear within a sale, purchase and refinance file.

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Customize document folders

Customize your in-file folders for quick access to similar/grouped documents and add as many custom ones as you'd like.

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New list view of documents and templates

Goodbye document tiles! Enjoy the new list view of documents within the documents tab of your files and templates within business settings.

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Drag and drop

Quickly drag and drop your documents into new folders for file specific selections.