Preclose provides real estate Agents, Teams, Brokers, and Transaction Coordinators the tools they need to keep transactions on track.

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Why You’ll Love Our Software

Preclose creates transparency in the transaction for all parties involved, because everyone has visibility into the actions that they need to take and the deadlines that they need to meet in order to keep the transaction on track. We will work with the Transaction Coordinator to create automated workflows that mimic best-in-class closing plans and reflect any deadlines that are particular to the contract for the state where the closing is taking place. Once the transaction has been setup in the software, then everyone is notified of their involvement and can see any information relative to their role in the closing.

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Important Features

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Automated Workflows

Preclose action items are automatically assigned to service professionals and home buyers based on your contract.

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Real-Time Notifications

Reminders are sent when deadlines are approaching, and instant notifications are sent when milestones are complete.

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Transparency

Shared to-dos hold all parties accountable by bubbling up critical items to the surface, and creating urgency to meet deadlines.

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Team Friendly

Agents can assign Transaction Coordinators to their Preclose to keep track of deadlines, forms, and contact information for multiple contracts with ease.

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Community

Easily share any recommended service professionals that you have from your network with clients, or invite them to join a transaction as a preferred partner.

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Document Storage

Document storage and digital signing capabilities allow documents to be shared. Only professionals granted permission can view or share the documents.

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Multiple Offices

Manage multiple offices and team within your brokerage. Or, if you are a third party TC, manage agents across different teams and brokerages easily.

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Email Templates

Create email templates that automatically fill in contract dates and contact information. Your welcome emails and status updates just got faster.

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Integrations

We believe that everyone in a transaction should be connected. Our growing list of integrations with leading software will simplify your closing process.

How It Works

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Pricing

We’re certain that even Bob Barker would have said, “the price is right” for our solution, but we’ll let you check it out for yourself. Our pricing is straightforward, because closings are complicated enough.

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Integrations

Testimonials

“My favorite thing about the Preclose software is the ability to

build out complicated processes that are easily tracked.”

Sean Miku
Team Leader

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