Read-only share links for the lender or escrow

You can give your client's lender or escrow officer a read-only view of the deal. They don't need an account.

Open the deal's Client & invite tab, and scroll to Read-only link for the lender or escrow.

They see the address, the closing date, the steps your client sees, and how to reach you. Never documents, messages, or your client's contact details.

Type who it's for. Then choose how long it works: seven, fourteen, thirty, sixty or ninety days. Here, fourteen.

Press Create and copy link. The link is made and copied, ready to paste into your own email or message.

ClosedEasy doesn't send it, and the lender gets no notifications. Make one for each person, with up to ten live links per deal.

The lender opens the link, with no sign-in. At the top: who it's shared with, by whom, and until when.

Then the address, the closing date and how many steps are done, with your name, brokerage, email and phone for questions.

Below are the steps your client can see: what's done, what's due, and who each one is waiting on. Nothing else.

Back on the deal, each link shows how many times it's been opened, when it was last opened, and the day it stops working.

Press Revoke, and the link stops working straight away.

If the lender opens it again, they see This link isn't active, and they ask you for a new one.

Share a read-only link with the lender or escrow, see when it's opened, and revoke it any time.