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Get Started Without the Stress

From the first demo to your full launch, our Customer Success team provides dedicated, one-on-one support to get you up and running smoothly, with zero disruption to your business.

Work with CloseSimple
Step 1:

Book a Demo to Consolidate Your Tech

See how our single platform for Communication, Fraud Prevention, and Secure Payments simplifies your business.

Book a Demo
CloseSimple Customer Success Managers-1
Step 2:

We Handle the Setup for You

Our dedicated team collaborates with yours to setup CloseSimple on your title production software. We help define your closing timeline steps, customize all email and text updates, and tailor your portal to your needs.

CloseSimple Simplifies the Closing Experience for Title and Escrow Companies-1
Step 3:

Empower Your Team & Delight Your Clients

This is where it all comes together. Your team is now empowered with one unified platform to automate Communication, secure Payments, and prevent Fraud. This streamlined workflow enhances your team's efficiency, reduces risk, and delivers a 5-star customer experience on every file.

FAQ's

How does the CloseSimple onboarding process work?

Onboarding follows three steps: book a demo, our team handles setup inside your title production software, and your team begins using the unified platform for communication, payments, and fraud prevention.



What does CloseSimple handle during setup?

The Customer Success team configures CloseSimple in your TPS, defines your closing timeline steps, and customizes email, text, and portal experiences to match your workflows.



How much work is required from our team?

Your team collaborates with CloseSimple during setup, but most of the technical configuration and workflow creation is handled for you.



 

Will onboarding disrupt our current closing operations?

No. The onboarding process is built to ensure a smooth setup with zero disruption to your daily work.

How is my team trained before launch?

Your team receives one‑on‑one training and support from your Customer Success Manager to ensure everyone is confident using the unified platform.



What improvements can we expect after onboarding?

Teams gain a streamlined workflow for communication, payments, and fraud prevention which improves efficiency, reducing risk, and delivering a better experience to clients.

Will my Customer Success Manager work with me post-launch?

Your Customer Success Manager will work with you post-launch to make sure your team is using CloseSimple effectively and that it is working as planned. Your Customer Success Manager can also update your CloseSimple with additional features or products as needed.

“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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