How Strava and Apple Health Tracking Inspired CloseSimple's Client Reporting Dashboard

Revolutionizing Title Agency Performance

Top-level executives need tools that can keep up with their demands, both professionally and personally. Just as Strava and Apple Health have revolutionized the way we track our fitness and health goals, CloseSimple's Client Reporting Dashboard is doing the same for title agencies across the nation.

At the heart of our innovation is the understanding that you, the high-performing COO, crave efficiency and precision. You want to make a significant impact on your business, and you understand that data-driven decisions are key. Just as your fitness apps provide you with insights into your performance, CloseSimple's dashboard offers a comprehensive overview of your team's performance.

Inspired by the Best

Our team took inspiration from the seamless user experience of Strava and the detailed analytics of Apple Health. These platforms are designed to keep users engaged and informed, helping them to track progress, set goals, and achieve more. We applied these principles to our Client Reporting Dashboard, ensuring that you have all the information you need at your fingertips.

Key Performance Indicators at a Glance

Much like how Strava and Apple Health provide detailed breakdowns of your fitness activities, our dashboard delivers insightful metrics that matter to your business:

• Number of Files Opened with CloseSimple: Track the volume of activity and gauge your team's productivity.
  
  
• Average Number of Steps Completed per File: Understand the efficiency of your processes and identify areas for improvement.
  
  
• Average Step Completion by Title Agent or Escrow Officer: Measure individual performance and recognize top performers.
  
  
• % of Files Visited by a Buyer or Seller: Gain insights into client engagement and satisfaction.
  
  
• Form Completion Rate: Ensure that critical documentation is being handled efficiently.
  
  
• Average Hours Taken for Form Completion: Identify bottlenecks and streamline your operations.

Benchmarking for Success

Just as your fitness app benchmarks your performance against similar athletes, CloseSimple benchmarks your metrics against similar-sized companies. This feature allows you to see where you stand in the industry and set competitive goals.

Level Up Your Business

In the same way you strive to level up your health and fitness, CloseSimple's Client Reporting Dashboard empowers you to level up your business operations. With detailed insights and benchmarks, you can make data-driven decisions that propel your company forward.

If you want to learn more about how CloseSimple can level up your business, book a free demo with us.