ClosedEasy
ClosedEasy is a web-based escrow communication and transaction-status tool for real estate agents, transaction coordinators, teams and brokerages. Its client-facing board shows milestones, deadlines, actions, document requests and appointments. Agents and coordinators can create deals from contract data or reusable templates, adjust dates, share a secure link, and send email or text updates as transactions progress. Clients can view status, upload requested documents, ask a deal-specific assistant questions, and receive reminders. Team and brokerage workspaces add multi-deal oversight, coordinator assignments, activity records, reports and branded boards. Calendar feeds reflect schedule changes, while signature documents can be added by copying ClosedEasy on supported e-signature emails. It works alongside a brokerage’s transaction or compliance system as a client-communication layer, rather than replacing that system.
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BoldTrail Back Office
Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available.
• Transaction Management
• Commission Automation
• Accounting
• Agent Management
• Reporting and Analytics
In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support:
• Knowledgeable, Responsive Customer Service
• Integration Marketplace and Open API
• Structured Implementation
• Detailed Product Documentation
• Professional Services
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Top Producer CRM
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.
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DeedSpring
DeedSpring is a web-based transaction coordination platform for U.S. real estate agents, transaction coordinators, and teams. It organizes each closing around its contract, parties, documents, tasks, messages, and deadlines. The software reads executed agreements to identify dates and contingencies, tracks follow-ups with lenders, title and escrow contacts, and signers, and associates incoming communications with the relevant transaction. An AI assistant can draft reminders and client updates for review, while deadline risks and outstanding items are surfaced to the team. Buyers and sellers can use a branded portal to view milestones, documents, and next steps. DeedSpring also provides shared team visibility, workflow checklists, document handling, and signing features for managing a transaction from contract through closing.
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