Switch to Close Point
Switching is easy.
Staying is easier.
A discovery call, an onboarding session, and your next file. From then on, your paperwork has a home.
What stays the same
You’re still the agent. Always.
Close Point works behind you. Your clients, your brokerage, and your relationships stay exactly where they are.
Your clients
They stay your clients. You’re looped in on every update, and you stay fully in control of the relationship.
Your brokerage
Tell us what your broker requires and every file is completed to match.
Your style
We’ll learn how you like updates to go out and how involved you want to be.
Your first week
Here’s exactly what happens.
- STEP ONE
Book a discovery call
A 45-minute call to see how Close Point works and whether it’s the right fit. We’ll review your workflow, transaction volume, and what support would be most helpful.
- STEP TWO
Get set up in an onboarding session
We’ll walk through your workflow, your communication preferences, and everything we need to manage your transactions smoothly from day one.
- YOUR FIRST FILE
Fill out the intake form
Then add us to your loop on dotloop, so we have the fully executed agreement and every document from the start.
- SAME DAY BY 3 PM1
Your file goes live
We review it, build the timeline, upload it to your brokerage’s compliance system, send intro emails, and email you the portal link.
- EVERY MILESTONE AFTER
Updates arrive as things happen
You check in when you want to, not because you have to.
Files already in motion?
Tell us about them on your discovery call. We’ll talk through the best way to bring current transactions over.
Questions
Switching, answered.
Do I need to learn new software?
No. When your file opens, you’ll get a link to its transaction portal by email. Bookmark it and check in anytime.
Do my clients need to download anything?
No. They receive a professional intro and clear email updates at each milestone.
Will the files match my brokerage’s requirements?
Every file is uploaded to your brokerage’s compliance system and reviewed to be 100% broker-ready. Share your brokerage’s requirements during your onboarding session so we can match them exactly.
How much does it cost?
Listing Coordination is $200 per listing and Contract to Close is $425 per file. Dual agency, land, compliance-only, and Post-Close Client Care pricing is on the Services page. The price is the same for every agent.
Do I pay you if my transaction doesn’t close?
No. If you don’t get paid, we don’t get paid. Simple as that.
Your next file could be your first.
It all starts with one 45-minute conversation.