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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Title 360 CRM is a specialized customer relationship management tool tailored for Title & Escrow businesses, consolidating client, referral, and transaction information into a single platform that seamlessly integrates with prominent closing software like Qualia and Resware, enabling users to gain a comprehensive understanding of relationship profiles, communication history, and order statuses. This platform enhances sales, marketing, and escrow processes by automating routine tasks and notifications, fostering better communication, minimizing manual efforts, and offering insightful dashboards and built-in analytics that help teams pinpoint their best referral sources, monitor pipeline effectiveness, and maximize engagement with essential contacts. Crafted for ease of use with little need for extensive training, Title 360 empowers users to oversee leads, manage follow-ups, track pipeline activities, and monitor document statuses and client interactions through a single, cloud-based interface accessible on various devices. Furthermore, it allows for the customization of workflows, fields, and reports, catering to the specific needs of different businesses and ensuring that every user can tailor the system to their unique operational requirements for maximum efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ResWare
Qualia
RamQuest One
SoftPro

Integrations

ResWare
Qualia
RamQuest One
SoftPro

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CloseSimple

Founded

2012

Country

United States

Website

www.closesimple.com

Vendor Details

Company Name

Tokara Solutions

Founded

2009

Country

United States

Website

title360crm.com

Product Features

Product Features

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Endpoint

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