secure PORTAL
to see & share everything.

Send and receive information, including documents & forms, to keep closings on track and secure.

CloseSimple Elevating the Closing Experience for Everyone Hero 3

provide a SIMPLIFIED closing experience for real estate agents, lenders, buyers, & sellers. 

CloseSimple Collaborative Portal (2)

not your typical closing portal

The Collaborative Portal is a mobile-first, web-based, fully white-labeled solution that provides a variety of features that help make closing simple. These include forms for receiving buyer, seller, and Realtor information, two-way document sharing, eSigning, wiring instruction delivery, and more.

Because CloseSimple is integrated with SoftPro, ResWare, and RamQuest, Portal updates are automated through task (or action) completion, meaning delivering this enhanced experience is very simple for escrow teams and paralegals. 

how it works:

2-WAY DOCUMENT
SHARING

CloseSimple Document Sharing is delivered through the Collaboration Portal and allows you to send and receive documents securely to and from your Title Production software.

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Two-Way Document Sharing
Wire FRAUD PROTECTION-1

SECURE WIRING INSTRUCTION
DELIVERY

CloseSimple Wiring Instruction Delivery is available via the Collaboration Portal. At CloseSimple, we believe that while technology is a big part of preventing wire fraud, the best way to combat wire fraud is actually through education, consistency in message, and an uncompromising process.

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E-Sign
Anything

CloseSimple eSigning offers an easy way to capture eSigning on forms (such as seller payoff authorizations) and standard documents.

eSigning is available inside the Collaboration Portal, and will be delivered to clients via a task. Tasks also include auto-reminders that will be delivered until documents are signed.

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Secure ESigning (2)
Request a Demo

ADDITIONAL STANDARD FEATURES: 

Email and Text Notifications

Email & Text NOTIFICATIONS

Real-time status updates, delivered via email and text, give you a proactive way to ensure all parties in the transaction are on the same page. They can also dramatically decrease inbound calls and emails requesting status updates.

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The Pizza Tracker for Title by CloseSimple
The Pizza Tracker for Title Quote (2)

the pizza
tracker
for title™

Keep the Buyer, Seller, Listing Agent, Selling Agent, Lender, and Mortgage broker informed throughout the closing process with your visual closing milestones.

Implementations include up to 5 or 6 milestone steps, which are 100% customized to your company and closing process.

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integrated & AUTOMATED

CloseSimple Title Production Software Integrations are industry-leading, automation-driven solutions to ensure that CloseSimple is simple to use for your internal escrow team, paralegals, pre-closers, and closers. CloseSimple is integrated with SoftPro, ResWare, RamQuest, and GreenFolders. Some specifics for each can be found below: 

SoftPro & CloseSimple Integration

Untitled design-1

  • Integrated directly through Softpro 360
  • Available on all SoftPro Versions
  • Automated through the built-in SoftPro automation configuration
  • Designed with the ability to capture most data fields including custom fields

Request a Demo

RamQuest & CloseSimple Integration

integration_Ramquest-1

  • Integrated directly through Closing Market
  • Available on all RamQuest Versions (CCE, RQOne, and Horizon)
  • Semi-Automated through task completion
  • Designed to receive all data fields sent through the standard Closing Market API

Request a Demo

ResWare & CloseSimple Integration

Untitled design (1)-1

  • Integrated directly through the ResWare API
  • Available on all ResWare versions post 8.26
  • Automated through action completion
  • Designed with the ability to capture most data fields in ResWare

Request a Demo

Greenfolders & CloseSimple Integration

greenfolders-logo

  • CloseSimple Collaborative Portal & features exclusive to the portal are not compatible with GreenFolders. 
  • Text & Email Notifications are available on GreenFolders. 

Request a Demo

Customer Case Study

"Realtors can Open up their Portal, they can see all their closings with waco ... they can take that guesswork out."

EMMA BIRDWELL
WACO Title

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HubSpot Video