Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ClosedEasy serves as a web-based tool designed for escrow communication and transaction tracking specifically tailored for real estate professionals, including agents, transaction coordinators, teams, and brokerages. The platform features a client-accessible board that outlines key milestones, deadlines, necessary actions, document requests, and scheduled appointments. Agents and coordinators have the capability to initiate deals using either contract data or pre-existing templates, modify dates, share secure links, and provide updates through email or text as transactions unfold. Clients are empowered to monitor the status of their transactions, upload required documents, ask questions to a deal-specific assistant, and receive timely reminders. Additionally, the platform supports team and brokerage workspaces that facilitate oversight of multiple deals, coordinator assignments, activity logs, reports, and customized boards. Calendar feeds are updated to reflect any scheduling changes, and signature documents can easily be integrated by copying ClosedEasy on supported e-signature emails. Rather than replacing a brokerage’s existing transaction or compliance system, ClosedEasy functions as an additional client communication layer, enhancing overall efficiency and transparency in the real estate transaction process. This integration allows for smoother collaboration and improved client experiences throughout each transaction.
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
No
API Access
Has API
No
Integrations
Adobe Acrobat Sign
Yes
Apple Calendar
Yes
Docusign
Yes
Dropbox Sign
Yes
Follow Up Boss
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
Qualia
No
ResWare
No
dotloop
Yes
Integrations
Adobe Acrobat Sign
No
Apple Calendar
No
Docusign
No
Dropbox Sign
No
Follow Up Boss
No
Google Calendar
No
Microsoft Outlook
No
Qualia
Yes
ResWare
Yes
dotloop
No
Pricing Details
$35/user/month
Agent Pro is $35/month and Coordinator Pro is $79/month. Team starts at $99/month for six active agents; Brokerage starts at $299/month for 25 active agents. Annual billing is available. Agent and Coordinator plans include a 14-day free trial; Team and Brokerage offer a 30-day pilot.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Laejri
Country
United States
Website
closedeasy.com
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
title360crm.com
Product Features
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
No
Critical Date Alerts
No
Document Templates
No
Electronic Signature
No
File Sharing
No
Task Management
No
Transaction Review
No