Give clients a polished, modern experience that sets you apart.
The lightweight collaboration platform that helps real estate agents stay organized, build stronger client relationships, guide confident decisions, and create the kind of experience that earns more referrals—without the CRM chaos.
Features
Organize Transactions with Shared Lists
Stop juggling texts and emails. Create milestone-based transaction lists that keep both you and your clients on the same page, from first showing to closing day.
Milestone Tracking
Map out every stage of the deal—inspections, appraisals, final walkthrough—and check them off as you go.
Real-Time Updates
Clients see what's done, what's next, and where you are in the process. No more 'What's the status?' calls.
Built-In Communication
Comment and chat right on the task. Keep all deal-related conversations in one organized place.
Track & Score Homes with Confidence
Give buyers a smarter way to compare properties. Build custom home wish lists, score homes during tours, and make decisions backed by data.
Smart Home Wish Lists
Clients save homes from Zillow, MLS, or anywhere else. All their prospects in one place, ready to compare.
Custom Scoring & Ranking
Rate homes on what matters most—kitchen, location, condition, price. See their top choices ranked instantly.
Side-by-Side Comparison
Line up homes and their scores to help clients eliminate the fence-sitters and commit to their favorites.
Manage Files & Organize Your Workflow
Upload tour photos, inspection reports, and contract docs in seconds. Keep clients organized and your files secure in one centralized hub.
Tour Photos & Notes
Clients snap photos during tours and add notes right in the app. Never forget a detail, never lose a photo.
Document Vault
Store inspections, appraisals, disclosures, and contracts. Keep everything your clients need in one secure place.
Agent Checklists
Manage your own task lists with client visibility controls. Show clients your process professionally.
More Tools to Get the Job Done
Beyond the core features, Lists to Close includes powerful tools designed for every step of the transaction.
Real-Time Notifications
Agents and clients are notified instantly when tasks are completed, updated, or when new items are added. Never miss an important update again.
Flexible Task Management
Add notes, set due dates, and attach files directly to any list item. Keep all the details where they belong—right on the task.
Smart File Organization
Upload inspection reports, photos, contracts, and more. Organize files by task or deal. Access everything in seconds.
Task Scheduling
Set due dates and milestones with automatic reminders. Get notified when deadlines approach so you and your clients stay on track and nothing falls through the cracks.
Complete Documentation
Keep detailed notes and comments on every transaction. Build a complete record of client communication and decisions.
Tier-Based Access
Base plan includes essential features. Pro adds real-time notifications. Premium unlocks full file storage and priority support.
Buying or Selling a Home?
If your agent uses Lists to Close, you get access completely free. No credit card. No hidden fees. Ever.
The pricing below is only for real estate agents. Clients always use Lists to Close for free.
Sign Up Free as a ClientAgent Pricing
Simple, transparent pricing. Price is per agent, not per client.
We're currently in beta — it's free for agents right now.
Beta users lock in discounted pricing when paid plans go live.
FEATURES
- 25 active clients
- Shared transaction lists
- Milestone-based workflows
- Client collaboration
- Comments & status tracking
FEATURES
Everything in Base, plus...
- Everything in Base
- Unlimited active clients
- Real-time notifications
- House wish lists & tracker
- House ranking system
- Custom scoring criteria
- Agent checklists with client visibility controls
FEATURES
Everything in Pro, plus...
- Everything in Pro
- File uploads & storage
- Tour photo uploads
- Document management
- Priority support
Looking to purchase for your entire organization? Contact us for custom enterprise pricing.
3 Tiers
Flexible pricing plans that scale with your business - from $15/mo per agent.
Zero CRM
Lightweight and client-focused. No bloated CRM features you don't need.
10 min
Average time to get fully onboarded and send your first client invite.
Ready to Delight Your Clients?
Join agents who are reducing stress, staying organized, and closing more deals with confidence. Start your 3-month free trial. No credit card required.