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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

Manage your real estate documents, signatures, and transactions in the easiest way possible. Modern interface. Save time by using updated State Forms that auto-fill. Create templates. Digital Signatures. Send out forms for digital signatures, with automatic tracking and reporting. The forms automatically update based on transaction information. Clients can view all their forms, sign documents and view a schedule of next steps on their own Client Portal. Forms automatically generate a calendar and deadlines. By clicking on a button, you can share documents with another agent, title company or escrow. Support for Assistants and TCs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Constellation1 No 
RamQuest One Yes 
ResWare Yes 
SoftPro Yes 

Integrations

Constellation1 Yes 
RamQuest One No 
ResWare No 
SoftPro No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19/month
Special annual rate: $199/year. Discounts for teams, offices, and brokerages.
Free Trial Yes 
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 No 
iPad App No 
Android App No 
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 Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CloseSimple

Founded

2012

Country

United States

Website

www.closesimple.com

Vendor Details

Company Name

TransActioner

Founded

2023

Country

United States

Website

transactioner.com

Product Features

Product Features

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management Yes 
Critical Date Alerts No 
Document Templates Yes 
Electronic Signature Yes 
File Sharing No 
Task Management No 
Transaction Review No 

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