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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook Ads No 
Gmail No 
Google Forms No 
RamQuest One Yes 
ResWare Yes 
SoftPro Yes 
Vimeo No 
YouTube No 
Zapier No 
emBlue No 

Integrations

Facebook Ads Yes 
Gmail Yes 
Google Forms Yes 
RamQuest One No 
ResWare No 
SoftPro No 
Vimeo Yes 
YouTube Yes 
Zapier Yes 
emBlue Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$69 + taxes per month
Free Trial No 
Free Version No 

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 No 
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

Tokko Broker

Founded

2012

Country

Argentine

Website

www.tokkobroker.com

Product Features

Product Features

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

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