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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

Discover the ideal CRM tailored for your real estate business. Enhance your customer management with an opportunity module that allows for personalized configuration of service timelines. Gain insights into workload distribution by each salesperson and streamline communication through automated emails featuring alerts and personalized content. Access detailed reports on closed operations and facilitate the reassignment of client queries that may have been neglected. Your real estate agents will be equipped with a powerful tool to assist them in diligently following up on every business opportunity with clients. This system ensures that stakeholders receive timely service at every phase of their inquiry, leading to improved sales and better customer experiences. Effortlessly broaden and simplify the marketing of your properties, transforming your real estate operations with exceptional support. Additionally, you'll be able to track a property's history over time, identifying which real estate platform generated the highest number of inquiries and noting all relevant interactions, such as visits and phone calls. This comprehensive approach not only enhances efficiency but also empowers your team to make informed decisions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Facebook Ads
Gmail
Google Forms
RamQuest One
ResWare
SoftPro
Vimeo
YouTube
Zapier
emBlue

Integrations

Facebook Ads
Gmail
Google Forms
RamQuest One
ResWare
SoftPro
Vimeo
YouTube
Zapier
emBlue

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$69 + taxes per month
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

Tokko Broker

Founded

2012

Country

Argentine

Website

www.tokkobroker.com

Product Features

Product Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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Endpoint

Endpoint Closing

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