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

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.

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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