Streamline your closing process with our secure portal
Give clients instant access to on-demand closing information & complete closing tasks.
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.
Provide instant updates, send & receive information, e-sign documents and more
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.
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.
CloseSimple E-Sign Anything offers an easy way to capture E-Signing on forms (such as seller payoff authorizations) and standard documents.
E-Signing 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.
CloseSimple Forms are sent via the Collaboration Portal and are delivered as a task.
They are designed with a mobile-first approach and offer flexibility in the types of forms our customers want to send and receive.
Plus, parties receive automated reminders on a schedule until they complete their form.
Additional Standard Features:
Email & Text Notifications
Real-time status updates, delivered via email and text out of your title production software, give you a proactive way to ensure all parties in the transaction are on the same page. This dramatically decreases inbound calls and emails requesting status updates.
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 6 milestone steps, which are 100% customized to your company and closing process.
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