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Description
CloseSimple serves as a comprehensive platform for enhancing the closing experience by merging proactive communication, secure client portals, integrated fraud detection, and payment features into a single branded solution, aimed at streamlining real estate closings for title and escrow professionals. The system automates client interactions through SMS, branded email communication, and a real-time status tracker, which minimizes the need for status inquiries while providing a secure, mobile-friendly portal where clients can electronically sign documents, upload files, fill out forms, and monitor progress all in one centralized location. Additionally, the platform includes advanced AI-driven fraud prevention tools that function seamlessly within the portal, identifying risks and safeguarding clients without interrupting existing workflows, and its secure payment features allow teams to request and collect earnest money and closing funds through a reliable interface. CloseSimple further ensures compliance by facilitating FinCEN-ready closing experiences, helping organizations adhere to regulatory standards while maximizing efficiency. This unified approach not only enhances client satisfaction but also significantly reduces administrative burdens for real estate professionals.
Description
Experience a real estate CRM that is not only user-friendly and intelligent but also budget-friendly. From the very first contact to the final sale, you can be confident that every aspect is managed seamlessly. Gain immediate insights into all necessary client information at your fingertips. Like many agents, you likely aspire to deliver an outstanding customer experience while also achieving significant success in your real estate career. Unfortunately, many are still operating with outdated methods. They haven’t embraced the automation of marketing and transactions, which results in excessive effort and a potential loss of income. Wise Agent was designed specifically by agents for agents, enabling you to streamline your operations, convert more leads, and ultimately enjoy the lifestyle you envisioned when you entered the field. By modernizing your approach, you can thrive in today's competitive market while focusing on what truly matters—building relationships and closing deals.
API Access
Has API
API Access
Has API
Integrations
Agent Legend
Axis LMS
BoldLeads
Chat Agents
Cloud Agent Suite
Curb Hero
Dubb
Mojo Dialer
Productive Call Assistant
ProspectBoss
Integrations
Agent Legend
Axis LMS
BoldLeads
Chat Agents
Cloud Agent Suite
Curb Hero
Dubb
Mojo Dialer
Productive Call Assistant
ProspectBoss
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$29 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CloseSimple
Founded
2012
Country
United States
Website
www.closesimple.com
Vendor Details
Company Name
Wise Agent
Founded
2001
Country
United States
Website
wiseagent.com
Product Features
Product Features
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Real Estate Marketing
Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder