What is CloseSync?
A comprehensive transaction management solution designed specifically for growing real estate companies, revolutionizing the way closings are handled from offer to completion. The platform leverages AI technology for document data extraction and provides a centralized system for managing all aspects of real estate transactions.
The solution features a white-labeled portal for client and vendor collaboration, automated deadline tracking, secure document management, and streamlined commission disbursement capabilities. By eliminating long email chains and consolidating workflows, it enables real estate professionals to maintain organized, efficient operations while scaling their business.
Features
- AI Document Extraction: Automated data extraction from real estate documents
- Task Management: Create and assign tasks with clear ownership and deadlines
- Deadline Tracking: Automated reminders and timeline monitoring
- White-Labeled Portal: Custom-branded client and vendor collaboration space
- Document Management: Centralized storage and secure file sharing
- Commission Management: Automated CDA generation and commission calculations
Use Cases
- Managing real estate transaction closings
- Coordinating multiple stakeholders in property deals
- Tracking and meeting transaction deadlines
- Organizing real estate documentation
- Processing commission disbursements
- Client and vendor collaboration
FAQs
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How many users can be added to different plans?
The Basic plan allows up to 10 users, the Growth plan supports 11-30 users, and the Pro plan is designed for 30+ users. -
What is included in the free trial?
CloseSync offers a 14-day free trial that includes all features such as AI document extraction, custom CDAs, white labeling, client portals, and unlimited transactions. -
Are there any limitations on transactions or collaborators?
No, all plans include unlimited transactions and unlimited collaborators.
