Help Center
Find answers to common questions and get the help you need.
Frequently Asked Questions
How do I create a new transaction?
From your dashboard, click the 'New Transaction' button or the floating action button (+) in the bottom right corner. Fill in the property details and select a task template.
Can I customize task templates?
Yes! After creating a transaction, you can add, remove, or customize tasks to fit your specific transaction needs.
How do deadline reminders work?
ClosePilot automatically calculates deadline dates based on your transaction's contract dates. You'll receive email notifications as deadlines approach.
Is my data secure?
Absolutely. We use industry-standard encryption, secure authentication, and follow best practices to keep your data safe.
Can I invite my team members?
Yes! With Solo and Pro plans, you can invite team members and control their access levels.
What states do you support?
We currently offer task templates for Florida, Texas, Georgia, California, and New York. More states are coming soon!
Getting Started Guides
Creating Your First Transaction
Learn how to create a transaction and add tasks
Learn moreUnderstanding Task Templates
How to use state-specific templates for faster setup
Learn moreManaging Deadlines
Set up and track important transaction deadlines
Learn moreDocument Management
Upload, organize, and share transaction documents
Learn more