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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CloseSimple serves as a comprehensive platform for enhancing the closing experience by merging proactive communication, secure client portals, integrated fraud detection, and payment features into a single branded solution, aimed at streamlining real estate closings for title and escrow professionals. The system automates client interactions through SMS, branded email communication, and a real-time status tracker, which minimizes the need for status inquiries while providing a secure, mobile-friendly portal where clients can electronically sign documents, upload files, fill out forms, and monitor progress all in one centralized location. Additionally, the platform includes advanced AI-driven fraud prevention tools that function seamlessly within the portal, identifying risks and safeguarding clients without interrupting existing workflows, and its secure payment features allow teams to request and collect earnest money and closing funds through a reliable interface. CloseSimple further ensures compliance by facilitating FinCEN-ready closing experiences, helping organizations adhere to regulatory standards while maximizing efficiency. This unified approach not only enhances client satisfaction but also significantly reduces administrative burdens for real estate professionals.

Description

Sphere serves as a comprehensive CRM and business management tool designed specifically for real estate agents, enabling them to set objectives, oversee transactions, maintain client connections, and cultivate a robust referral network all from a single platform. Within moments, users can establish an annual business strategy and monitor crucial sales metrics on a daily, weekly, and monthly basis. The platform features detailed contact profiles that encompass client information, referral sources, performance rankings, relationship histories, communication logs, emails, birthday reminders, home purchase anniversaries, notes, relevant documents, and personalized tags, enhanced by sophisticated filters and bulk action capabilities for precise outreach efforts. Sphere also intuitively generates and updates transaction timelines for clients, tracks the progression from initial interest to completion, allocates tasks and deadlines, organizes documents, logs expenses, and keeps clients, team members, escrow agents, and other stakeholders well-informed throughout the process. By centralizing all these functionalities, Sphere empowers agents to streamline their operations and enhance their overall service delivery.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Apple Calendar No 
Google Calendar No 
Google Cloud Platform No 
Microsoft 365 No 
Microsoft OneDrive No 
Microsoft Outlook No 
RamQuest One Yes 
ResWare Yes 
SoftPro Yes 
Zapier No 

Integrations

Apple Calendar Yes 
Google Calendar Yes 
Google Cloud Platform Yes 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
RamQuest One No 
ResWare No 
SoftPro No 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CloseSimple

Founded

2012

Country

United States

Website

www.closesimple.com

Vendor Details

Company Name

Sphere

Country

United States

Website

www.usesphere.com

Product Features

Product Features

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database No 
Commission Management No 
Contact Management No 
Contract Management No 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management No 
Property Database No 
Website Management No 

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