Cohesive features to simplify the closing process for everyone
CloseSimple features are designed to work seamlessly with one another, and utilize our industry-leading integration and automation capabilities.
Features to make the closing simple
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.
Collaborative
Portal
The CloseSimple Secure Collaboration Portal is designed for real estate agents, lenders, attorneys, and consumers to digitally interact with their transactions.
It 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.
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Mobile-Friendly
Forms
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.
Learn more ->
Two-Way Document
Sharing
CloseSimple Document Sharing is delivered through the Collaboration Portal and allows you to protect your clients' PII by sending and receiving documents securely to and from your title production software.
Your clients can simply snap a photo of a document and securely upload it to your title production software.
Learn more ->
E-Sign
Anything
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 Collaborative Portal, and delivered to clients via a task. Tasks also include auto-reminders that are delivered until documents are signed.
Wiring Instruction
Delivery
CloseSimple Wiring Instruction Delivery is available via the Collaborative 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 uncompromising process.
Our technology solutions are designed to hit on all three tenets to help keep your customer safe and secure.
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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.
Milestones are 100% customized to your company and closing process, and can be tailored to accommodate order types, brands, regions, and state-specific specifications.
Customer Case Study
"Realtors can open up their portal, they can see all their closings with WACO ... they can take that guesswork out."
EMMA BRIDWELL
WACO Title