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About

CloseSimple is a unified closing-experience platform that consolidates proactive communication, secure client portals, integrated fraud prevention, and payment functionality into one branded system to simplify real estate closings for title and escrow teams. It automates client communication with text messages, branded emails, and a real-time status tracker that reduces inbound status calls and includes a secure, mobile-friendly portal where clients can sign documents electronically, share files, complete forms, and track progress in one place. Built-in AI-powered fraud prevention tools operate directly within the portal to detect risk and protect clients without disrupting workflows, while secure payment capabilities let teams request and receive earnest money and closing funds through the same trusted interface. CloseSimple also supports FinCEN-ready closing experiences to help organizations meet regulatory requirements.

About

The CRM that your real estate needs. Optimize your customer management with an opportunity module. Custom configuration of service times. Visualization of workload by salesperson. Sending emails with alert and automatic personalization. Report of closing of operations. Reassignment of queries / clients due to lack of attention. The sellers of your real estate will have a tool that will guide them in following up on each business opportunity they have with their clients. It will help them manage the maximum times to serve stakeholders at each stage of their inquiry. Effective follow-up increases sales and improves customer service. Increase and simplify the dissemination of your properties. Revolutionize your real estate with the best support. You will be able to consult the movement that a property had over time. Even knowing which real estate portal generated the most inquiries about a property, as well as knowing the events (visits, calls, etc.) that they have had about it.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Title and escrow companies requiring a tool to streamline client communication, secure payments, and fraud prevention during real estate closings

Audience

SMB interested in a real estate CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$69 + taxes per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 2.0 / 5
support 1.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CloseSimple
Founded: 2012
United States
www.closesimple.com

Company Information

Tokko Broker
Founded: 2012
Argentine
www.tokkobroker.com

Alternatives

Alternatives

Endpoint

Endpoint

Endpoint Closing
XceedCRM

XceedCRM

Assomo Technologies Private Limited
MoxiBalance

MoxiBalance

Moxiworks
Qobrix

Qobrix

Qobo Group

Categories

Categories

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
Claim CloseSimple and update features and information
Claim CloseSimple and update features and information
Claim Tokko Broker and update features and information
Claim Tokko Broker and update features and information