1. Open the deal
Create the transaction, capture identifiers, add the right parties, and begin from a structured intake instead of a loose collection of emails.
How it works
Connect the people, the paperwork, and the next move.
Choral Point follows the natural rhythm of a file: open the transaction, surface what matters, coordinate the work, and preserve a cleaner path to closing.
2. Review and coordinate
Use documents, First Pass, tasks, milestones, CRM follow-up, and signing preferences to keep each participant aligned around the same file.
3. Close with context
Track progress, billing, reports, and historical activity so the closing is not just complete, but legible to the people who inherit the record.