ClosePilot
A real estate transaction tool I built with Jenny Florey to keep deadlines, documents, and tasks together from contract to closing.
Built with Jenny Florey
Beta testing completed · Not currently live
Keeping track of the work between contract and closing.
A real estate transaction involves a lot of follow-through. Dates change, documents arrive at different times, and each deal has its own list of things to finish.
Jenny brought her experience as a real estate agent to the project. I handled the design and development. We built ClosePilot around the details agents need to keep track of, with Gulf Coast transactions in mind.
One workspace for each transaction.
Each transaction has a place for its parties, documents, milestones, and tasks. The dashboard brings together items that need attention across active deals.
Deadlines and milestones
Track dates through closing, with business-day calculations and a way to review changes when the timeline moves.
Documents and checklists
Keep uploaded documents with the transaction and see which items on its document checklist are still missing.
Tasks and priorities
Assign due dates and priorities, then review outstanding tasks within a transaction or across the dashboard.
Transaction history
Keep activity and progress visible so it is easier to pick up where you left off.
Start with what needs attention.
I designed the dashboard to help an agent decide where to start. Priority tasks, missing documents, and approaching deadlines sit alongside the active transactions.
Within a transaction, the related information stays together. An agent can move from the timeline to the document checklist without losing track of which deal they are working on.
Beta testing is complete.
ClosePilot went through beta testing and is not currently live. It remains part of my portfolio as an example of a tool built around a specific business workflow.
The application was built with Next.js and TypeScript, with Supabase for its data and authentication. If you would like to see the workflow, please contact me for a demo.
Want to see how it works?
Get in touch and we can arrange a demo.