Streamline your closing process with our secure portal

Give clients instant access to on-demand closing information & complete closing tasks.

Portal Package (2)
4-Feb-08-2024-04-19-31-4516-PM

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:

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.

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CloseSimple Two-Way Document Sharing - LARGER
Wiring Instruction Delivery by CloseSimple

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 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.

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E-Sign Anything
Mobile-Friendly Forms - LARGER

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.

Request a Demo

Additional Standard Features: 

Texts & Emails by CloseSimple-1

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.

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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 6 milestone steps, which are 100% customized to your company and closing process.

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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

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