Current clients
Ready to send
a file?
Submit it here, check the hours and cutoff, and find what you need during a transaction.
Submit a file
Use the intake form for every new contract or listing. It takes a few minutes and gives us everything we need to build your timeline.
Opens the Close Point intake form in Google Forms.
- Fill out the intake formProperty, parties, key details, and the services you need.
- Add us to your loopAdd Close Point to the loop on dotloop, on the team, so we can see every document.
- We confirm and kick offTimeline built, intro emails sent, portal link in your inbox.
Hours and cutoff
In by 3 PM. Set up today.1
Business hours
Mon–Fri
9 AM–5 PM
Eastern time, excluding major holidays.
Same-day cutoff
3 PM
Complete files received by then are set up that day. Anything later is started the next business day.
Before you submit
Have these ready.
Share them by adding Close Point to your loop on dotloop.
- Fully executed purchase agreementSigned by all parties, every page included
- All addenda and counteroffersIncluding any amendments signed so far
- Required disclosuresResidential property disclosure, plus lead-based paint for homes built before 1978
- Agency disclosure statementSigned by your clients
- Client contact informationNames, emails, and phone numbers
- Lender, title, and cooperating agent contactsSo introductions go out right away
Book a call
Talk it through.
Still deciding?
Book a discovery call. In 45 minutes, we’ll walk through how Close Point works and whether it’s the right fit for you or your team.
Book a discovery callReady to start?
Book your onboarding session. We’ll walk through your workflow, communication preferences, and everything we need to step in from day one.
Book onboardingAlready a client?
Review an active or upcoming transaction, or ask questions. Pick the reason for your call when booking so we can prepare. Anything time-sensitive? Email us directly.
Book a check-inDuring your file
Everything in one place.
Your transaction portal
When your file opens, your portal link arrives by email. Bookmark it to see your timeline, documents, and milestones anytime.
Changes or questions
Send amendments, new dates, or questions by email and we’ll update the file and timeline.
Add Post-Close Client Care
Want your clients remembered after closing? Choose Post-Close Client Care right on the intake form. It’s $75.