Seamlessly integrate & simplify your closing process with one powerful software

How CloseSimple works

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 real estate agent information, two-way document sharing, E-Signing, 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:

CloseSimple enhances the closing process with automated email & text messages, guiding all parties to one secure portal for safe transactions

Step One:
Title Production Software Integration

The 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, RamQuest & ResWare. 

Learn more about Onboarding Process >


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Step 2:
Automate Tasks & Send Notifications

CloseSimple works seamlessly in the background to automate redundant tasks and deliver real-time status updates at key milestones throughout the closing process. By integrating directly with your title production software, CloseSimple pulls data and contacts without requiring double data entry from your staff.

This ensures proactive, automated notifications and streamlined workflows, enhancing efficiency and accuracy.

Learn about suite of solutions >

Step 3:
Empower Clients to Complete Tasks

Enable buyers, sellers, real estate agents, and lenders to complete essential tasks, such as filling out forms, uploading, downloading, or e-signing closing documents, and performing fraud protection steps.

All of this is done through your fully customized, white-labeled closing portal, automatically created by CloseSimple’s automation. This portal provides instant access to crucial closing information, ensuring a seamless and efficient closing experience for all parties involved.


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Step 4:
Optimize for Success

Your dedicated CloseSimple Customer Success Manager will provide ongoing guidance and support to continually optimize your CloseSimple integration. We ensure the system aligns with your business goals and adapts to your evolving needs.

By fine-tuning performance and implementing best practices, we help you maximize efficiency and achieve your desired outcomes.

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Customer Testimonial on the Onboarding Process

"We had very specific expectations ... but anything we threw at your team, they came back & were able to find a solution. The final product came out beautifully."

Foundation Escrow