How it works
You send the file.
We take it from there.
A clear path from executed contract to closing day, with every step managed and every party informed.
Every deadline tracked. Every document filed. Every party updated before they have to ask.
How it works in three steps
You send the file
Once you’re under contract, fill out the intake form and add us to your loop on dotloop, so we have the executed agreement and every document.
We build and run the timeline
We review the contract for key dates and compliance items, build your timeline, upload the file to your brokerage’s compliance system, and send intro emails to every party. Then we track it all, every day.
We guide it to close
From inspections to closing disclosures, we follow up relentlessly so nothing stalls. Then we confirm recording and funding, close out the file, and get you paid.
Timing
Send it by 3 PM.
Set up the same day.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.
Inside every file
Six phases, start to finish.
Timing shown for a typical 30-day financed purchase.
Intake
We review the contract for key dates and compliance items, build your timeline, upload the file to your brokerage’s compliance system, and send intro emails to every party.
Earnest money
We request the earnest money deposit and follow it until it’s received and confirmed.
Inspections & ROC
Inspection deadlines tracked, reports organized, ROC signatures chased, and executed documents sent to every party.
Lending & appraisal
Appraisal scheduling confirmed, loan conditions followed up with the lender, and potential issues flagged early.
Pre-close
Closing disclosures reviewed for accuracy, closing logistics coordinated, and utilities, keys, and possession terms confirmed.
Post-close
Final documents sent, brokerage compliance completed, recording and funding confirmed, and the file closed out. Then the best part: you get paid.
Who does what
You stay the agent. We handle the file.
You
- Write the contract and negotiate the terms
- Advise your clients
- Attend showings, inspections, and closings
- Approve any change to terms
Close Point
- Track and handle every key date
- Chase signatures and documents
- Coordinate lender, title, and the cooperating agent
- Keep your file 100% broker-ready
What to send
Have these ready and your file starts fast.
Share them by adding Close Point to your loop on dotloop, on the team.
- 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
Ready when you are.
Bring your questions. We’ll show you how Close Point fits the way you work.