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Closing and Transaction Management Tool for 
 

Investors

Simplify the real estate closing process for everyone
Minimize paperwork by merging all closing docs into one platform
Enhances collaboration with built-in communication channels
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Simplify your Business

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Streamlined Closing Process

Enjoy a straightforward closing process designed to benefit closing companies, investors, buyers and sellers. 

 

By removing unnecessary complications, we ensure a smooth and efficient experience.

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Enhanced Collaboration

With enhanced collaboration tools and a unified platform for all closing documents, clients enjoy a fluid, paperless experience. 

 

Direct messaging, notifications, and tools like Gmail are fully integrated, leading to more efficient and successful project outcomes.

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Improved Client Experience

Each company and individual user is provided a dedicated dashboard that displays all properties under contract.

 

This centralized view ensures clients are always informed and can effortlessly manage their transactions, leading to a more efficient and satisfying experience. 

Features

Effortless Closing Process

Give your internal teams, external partners, buyers and sellers a better experience working together. Receive real-time notifications so you are always in the loop.

 

Whether it’s streamlined communications, tracking important milestones, managing tasks, or better visibility around contracts, CloseGenie makes it easy for everyone

Collaboration Demo

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Property & Document Uploads

Upload properties to our database and initiate escrow immediately with the closing company of your choice. Share important documents with closing companies, buyers, and sellers instantly without email.

Enjoy seamless integration and efficient communication, ensuring a smooth and hassle-free transaction process from start to finish.
Upload Demo

Task & Milestone Management

Assign tasks to your team to ensure timely completion of milestones and prevent any details from slipping through the cracks. Monitor your properties efficiently to stay on top of every deadline.

 

With clear delegation and streamlined tracking, you can maintain a seamless workflow and achieve your goals with confidence.

Task Management Demo

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Features
  • What is CloseGenie?
    An all-in-one platform that simplifies the entire real estate closing process. With our service, title companies, sellers, and investors can all collaborate together in one user-friendly space.
  • How do I join?
    Simply sign up, login and add your first property to start inviting collaborators.
  • Can I invite a client I am working with?
    Yes you can! They will be able to use the platform all the way up until closing.
FAQ
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