Streamline your closing process with our secure portal
Sending and receiving information is effortless with our portal, which integrates with automated tools for form fills, e-signatures, ID verifications, and document uploads—seamlessly synced to your title software.
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.
Has a 97% completion rate on their Pre-Closing Questionnaire
Company B
Receives their Earnest Money Agreements within 25 Hours
Company C
Gets 77.5% of their documents signed within 25 Hours
All by using our...
Mobile-Friendly Forms
CloseSimple Forms are fully customizable, mobile friendly, and branded to your company.
Our forms can be programmed with conditionals to not only show certain questions but also assign additional tasks depending on client responses.
Parties receive automated reminders on a schedule until they complete their form.
E-Sign Anything
CloseSimple E-Sign Anything, powered by Docusign, offers an easy way to capture E-Signing on forms (such as seller payoff authorizations) and standard documents.
E-Sign requests can be pushed automatically via standard process automations or on an ad hoc basis.
Our e-signature tool has multi-signer capabilities.
2-Way Document Sharing
Send and receive documents through the CloseSimple Portal.
All documents are securely stored and remitted back to your title production software.
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.
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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