Transaction Management Solutions for Real Estate Agents

Don’t be a ringmaster, be a Realtor.

As an Agent you juggle a million things a day. Preclose’s solutions liberate Agents from the tasks that occur between contracting and closing, and enable you to spend more time doing what you love—creating a great customer experience for home buyers and sellers to increase sales. Our combination of software and service empowers you with the tools and resources you need to create visibility for your clients during a part of the transaction that normally falls into a “blackhole” and keeps all of the moving parts on track with proactive communication.

See which Transaction Coordination solution is right for you.

Dedicated Point-of-Contact

When you become a Preclose client, you are assigned to a Transaction Coordinator that will be your dedicated point-of-contact for your closings. Your Transaction Coordinator will become an expert in your business and communication style.

Market Experts

In order to deliver a great closing experience, we know the importance of understanding the markets that we serve. Our Transaction Coordinators are experts in the closing process for your state, and can provide you with best practices.

Real Estate Background

Our Transaction Coordinators all have Real Estate backgrounds, which means that they are well-versed in the steps of the closing process and the role that everyone plays within a transaction. They understand the terminology and totally speak your language.

4X Hiring Process

We hire our Transaction Coordinators based on four criteria: culture, ability to manage stress, domain experience, and the ability to embrace technology. You get an awesome TC that will serve as an extension of your team without hiring or managing them. 

Streamline Closing Process

Our software is designed to mirror the tasks that need to be completed based on your closing plan. Instead of managing multiple calendars, communication tools, or paper lists you can have everything that you need for closing right at your fingertips.

Integrated with Key Systems

Preclose is integrated with Docusign, so you can send and share documents for signatures without leaving our software. We are also integrated with Dotloop, which enables you to import property info, dates, documents, and contracts from your Dotloop account.

Deadline Management

There are so many moving parts of a transaction and along with those moving parts come a lot of contract dates. Our software enables you to proactively manage your deadlines associated with your transaction, so you never miss any.

Create Transparency

Give everyone involved in a transaction visibility into what’s happening. There are different views catered to the information that you would want to see dependent upon your role as a Transaction Coordinator, Agent, Broker, Buyer, or Seller.



“My Preclose TC is a rock star! I’ve got her managing 3 different files for me right now and she’s doing a great job.

She is quickly becoming an essential member of my team.”

Karen Hall
Realtor for @home Real Estate