01
Pick a template
Residential, commercial, multi-family. Milestones auto-calculate from the contract date — inspection due, appraisal window, clear-to-close, funding.
18 TASKS PRELOADED
198 TASKS · 7 PARTIES · 1 DATE
The closing lands on time.
Keystone tracks every task, deadline, and document across lender, appraiser, inspector, buyer, seller, attorney, and title — and shows you the critical path before it slips.
44 Alder LnCLOSES MAR 25
ON TRACK · CRITICAL PATH 16 DAYS
AttorneyContract reviewMAR 1
InspectionHome inspectionMAR 4
TitleTitle searchMAR 5
LenderAppraisalMAR 12
LenderUnderwritingMAR 16
LenderClear to closeMAR 20
TitleDocs outMAR 22
AttorneySigningMAR 25
the standard residential checklist — every task dated off the close date, automatically
THE COST OF A SLIP
9 days
average delay from a single missed lender document.
18
dated milestones in a standard residential closing template.
0
spreadsheets, sticky notes, or 6 a.m. panic after this section.
How coordinators fly it.
Three moves, every file. The schedule builds itself; you stay on the exceptions.
02
Invite the parties
Lender, title, inspection, buyer, seller, attorney — each one logged against the closing, no new logins to hand out.
6 ROLES · 0 LOGINS
03
Watch the path
Keystone flags what's at risk today and marks the critical-path tasks that would push the close date if they slip. You get the exceptions, not the noise.
RE-PLANS ON EVERY TOGGLE
HARTLINE LENDING
DUE FRI MAR 213 documents due for 44 Alder Ln
- ✓Appraisal reportRECEIVED MAR 12
- ✓Flood certificationRECEIVED MAR 12
- ○Final closing disclosureDUE MAR 21
↑
Drop files here or browse
THE PARTY PORTAL
Parties don’t log in to your software.
They get one clean page with what’s due, when, and a drop zone. You get the receipt trail — every upload timestamped, nothing to chase twice.
- MAR 12 appraisal received, filed against the closing
- MAR 16 underwriting opened — clear to close due Mar 20
- MAR 21 disclosure due — Keystone flags it if it slips
DEPENDENCIES
Move one date.
Keystone moves the rest.
Set the chains once. When appraisal slips, Keystone shows you the whole downstream critical path — and exactly which task to call about before funding crosses the line.
CRITICAL PATHCLOSE · MAR 25
AppraisalMAR 12
UnderwritingMAR 16
Clear to closeMAR 20
Docs outMAR 22
SigningMAR 25
FundingMAR 25
on schedule — funding MAR 25
THE CLOSING BINDER
The binder builds
itself as docs arrive.
Every document, organized by party. Title, lender, inspection, signed docs — tabbed, complete, and ready before anyone asks.
TitleLenderInspectionSigned docs
Open the binderOne price. Every date, in stone.
A single saved closing pays for the year.
Starter
$99/mo
- 5 active closings
- 3 seats
- Template library
- Deadline engine
MOST TC TEAMS
Professional
$249/mo
- 25 active closings
- 10 seats
- Party portal
- Task automation
- Critical-path tracking
Enterprise
$499+/mo
- Unlimited closings
- White-label portal
- LOS & title-platform integrations
- SSO, audit log
A saved closing pays for the year.
“Forty-one simultaneous files and I know, every morning, exactly which three need me.”
Keystone runs the schedule. I run the exceptions.