Integrating with other products

Dealcloser Closing Checklist setup

As of October 2024, HighQ provides easy-to-use setup options for system and site admins.
This integration allows you to create a Dealcloser project connected with HighQ, and send the closing binder/bible/archive to HighQ. Progress and insights are synced with HighQ throughout the project.
Please see Transaction Management with HighQ and Dealcloser for more information.

Activating Dealcloser in system admin

Click your profile icon and select
System Admin
 then
System settings
 from the list on the left.
Scroll down to
Dealcloser Closing Checklist
 under
Closing
:
Select
More actions
 then
Configure
:
The
Configure
 window opens:
Enter your
Client ID
 and
Secret
 key, then select a
Region
.
Click
Test & Save
 to test and keep the configuration. A notification displays:
If successful, a
Linked Dealcloser firm account
 title is visible in the Dealcloser section, followed by the name of the linked firm:
Select
Save
 at the bottom of the System settings page.
Removing your Dealcloser configuration
If you need to remove the Dealcloser Closing Checklist, click
More Actions
 in System Settings and select
Remove
.
Select
Remove
 in the window to confirm the action.
This unlinks API access and removes links to all Dealcloser closing checklists.

Activating Dealcloser in site admin

Open the site that requires Dealcloser access and select
Admin
:
Select
Settings
 under
Module settings
 >
Files
 from the list on the left:
Scroll down to
Closing Checklist
 under
Closing
:
Click
Create new Closing checklist
 to create a Dealcloser project from HighQ.
If needed, change the default
Project name
 then select
Next
.
Validate site
 checks your site configuration. Check the window for any configuration changes needed to create the checklist:
The selection button for a requirement allows you to change the setting directly from the Validate site section.
If you make changes here, click
Validate
 to check the site again.
If the validation is successful, the
Create
 button is enabled
Select
Create
; a window appears while the checklist is created:
Scroll down to
Closing Checklist
 under
Closing
. Your linked Dealcloser project is now visible:
Click
Open
 to open the project on the Dealcloser site.
Click
Unlink
 and confirm to remove the project from HighQ.

Accessing the Closing Checklist

After you create the Closing Checklist, the integration adds a
Closing
 menu to the site navigation bar.
Click
Closing
 then select
Closing Checklist
 to open the checklist in Dealcloser.

This article applies to:

  • Product: HighQ

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