One-on-One Support from Our Customer Success Team to Get You Up and Running Smoothly

CloseSimple Onboarding Process

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:

Our Team is Dedicated to Your Team's Success Every Step of the Way

Step One:
Book a Demo
& Choose a Plan

Schedule a personalized demo to see our seamless integration with your title production software and powerful features in action, and choose the plan that fits your needs.

Book a Demo with CloseSImple
CloseSimple Customer Success Managers

Step 2:
Our Team Manages the Onboarding

Our dedicated team collaborates with yours to seamlessly integrate our software. We help define your closing timeline steps, customize all email and text updates, and tailor your portal to your needs.

With one-on-one support from our Customer Success Team, we handle all the heavy lifting, ensuring you're up and running swiftly. Experience an easier, more efficient closing process for everyone involved.

Learn more about how CloseSimple works > 

Step 3:
Automate, Communicate & Enjoy the Benefits

Your team will use CloseSimple to automate tasks and streamline communication with buyers, sellers, real estate agents, and lenders. This ensures timely updates, seamless document sharing, and a smooth closing process.

Experience enhanced efficiency and customer satisfaction as CloseSimple handles your communication and workflow automation, making the entire closing experience simpler and more effective.


CloseSimple Onboarding Process
Book a Demo

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