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Our Simple Onboarding Process

One-on-one support from our Customer Success team to get you up and running smoothly

Book a Demo with CloseSImple
Step 1:

Book a Demo & Choose a Plan

Our team is dedicated to your team's success every step of the way. 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.

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.

CloseSimple Onboarding Process
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.

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.

– ANDREA SCHMITT, ESCROW MANAGER, Foundation Escrow

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