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ClosePath for real estate

Run your real-estate business from lead to close.

Give agents, coordinators, and brokerage leaders one connected place for relationships, transactions, deadlines, communication, reporting, and the work between them.

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Configurable workflowsScoped team accessHuman-reviewed AI
ClosePathSample workspace
Brokerage operationsUpdated
Active opportunities24
Under contract8
Deadlines this week6
Review today's priorities Follow up on assigned work Verify reporting inputs
One connected lifecycle

Carry context forward at every stage.

ClosePath connects the relationship, the work, and the reporting around the process your team already follows.

  1. 01Lead
  2. 02Appointment
  3. 03Buyer or seller opportunity
  4. 04Transaction
  5. 05Contract-to-close
  6. 06Commission
  7. 07Long-term follow-up
What gets in the way

Turn fragmented activity into accountable work.

1

Follow-up lives everywhere

Keep lead activity, appointments, conversations, and next steps attached to the same contact.

2

Transactions lose context

Connect contract-to-close tasks and deadlines to the opportunity and responsible team members.

3

Leaders lack a shared view

Bring agent organization, brokerage workflows, recruiting, commissions, and reporting into a common operating layer.

Capabilities and outcomes

Use what is available—and see what requires setup.

Availability labels distinguish shipped platform capabilities from controlled or provider-dependent workflows.

Available now

Capture and convert demand

Forms, funnels, CRM pipelines, appointments, automations, and campaigns support buyer and seller follow-up.

Available now

Coordinate transaction work

Work Boards, tasks, deadlines, documents, parties, notes, and reviews organize the path from contract to close.

Controlled release

Operate the brokerage

Approved Brokerage Beta accounts can manage offices, agents, teams, recruiting, listings, commission workflows, marketing, and reporting.

Requires authorized credentials

Build your market presence

Approved Brokerage Beta accounts can use website, content, property-search, and IDX tools with the required provider authorization.

The connected platform

CRM, Work Boards, automation, communications, forms, reporting, and AI—sharing context.

ClosePath organizes these functional categories in one workspace while source systems and professional decisions stay where they belong.

CRM

Contacts, opportunities, pipelines, appointments, and relationship history.

Work Boards

Tasks, owners, dates, dependencies, dashboards, and repeatable processes.

Forms

Public intake and internal information capture connected to workspace records.

Automation

Configured triggers and actions for routing, tasks, reminders, and follow-up.

Communications

Email, messaging, and calling when supported providers and senders are configured.

Reporting

Dashboards and reports based on the records and work your organization manages.

AI assistance

Drafting, summarization, building, and recommendations with appropriate human review.

Agent workspace

Every relationship and next step in context.

Contacts, buyer and seller opportunities, appointments, messages, tasks, and automations stay connected.

  • Flexible pipelines for buyers and sellers
  • Appointment and task follow-up
  • Email, messaging, and calling through configured services
  • AI assistance for administrative and content workflows
Agent workspaceWorkspace view
1

Flexible pipelines for buyers and sellers

2

Appointment and task follow-up

3

Email, messaging, and calling through configured services

Transaction operations

Turn contract-to-close into visible work.

Coordinate deadlines and responsibilities without separating the transaction record from the team doing the work.

  • Transaction stages and status history
  • Deadline and document organization
  • Parties, notes, and review steps
  • Work Board assignments and dashboards
Transaction operationsWorkspace view
1

Transaction stages and status history

2

Deadline and document organization

3

Parties, notes, and review steps

Brokerage Beta

Support agents and leadership from one operating layer.

Brokerage operations are restricted to approved Brokerage Beta accounts and do not replace regulated or provider-controlled systems.

  • Offices, rosters, teams, and permissions
  • Recruiting and onboarding workflows
  • Commission and accounting workflows where configured
  • Listing, website, marketing, and reporting tools
Brokerage BetaWorkspace view
1

Offices, rosters, teams, and permissions

2

Recruiting and onboarding workflows

3

Commission and accounting workflows where configured

Reporting and AI

See pipeline, transactions, and brokerage work clearly.

Dashboards and reports organize activity and operational results. AI can summarize approved workspace context and suggest next steps while people retain the decision.

  • Pipeline and activity visibility
  • Transaction and deadline reporting
  • Brokerage dashboards and commission workflows
  • Human-reviewed AI assistance
Replace disconnected tools

Consolidate functional categories—not regulated systems of record.

ClosePath can reduce handoffs among CRM, project management, forms, automation, communications, reporting, and AI assistance. It does not claim to replace an MLS, LOS, carrier system, court platform, trust-accounting system, payroll, or accounting ledger.

Disconnected

CRMWork BoardsFormsAutomationCommunicationsReportingAI assistance

With ClosePath

Shared records and workflow context

Your source systems remain authoritative. ClosePath keeps customer, work, and reporting activity connected around them.

Security and access

Give people the access their work requires.

Organization separation, authenticated workspaces, roles, permissions, scoped access, and audit history support controlled collaboration. ClosePath does not claim unverified regulatory certifications.

  • Organization boundariesCustomer workspaces and records are tenant-scoped.
  • Role-based accessPermissions determine available actions and views.
  • Provider controlsThird-party services require authorized configuration.
  • Human responsibilityYour organization retains professional review and legal obligations.
Built for the team

One operating view, shaped by each role.

Agents

Manage contacts, opportunities, appointments, follow-up, and daily work.

Teams

Coordinate assignments, shared pipelines, transactions, and marketing execution.

Transaction coordinators

Track milestones, documents, parties, deadlines, and exceptions.

Brokerage leaders

Organize offices, rosters, recruiting, permissions, reporting, and available commission workflows.

Plan guidance

Start with Real Estate CRM, then expand your operating system.

The public Real Estate CRM starter plan supports individual agents and small teams. Brokerage operations, websites, and MLS/IDX remain a restricted Beta for approved accounts; broader plans and configuration may be required.

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Product truth

What ClosePath does—and does not—provide.

  • Brokerage operations, websites, and MLS/IDX are available only to approved Brokerage Beta accounts.
  • MLS and IDX access is not universal and requires an executed MLS/data agreement, provider approval, and authorized credentials.
  • Demo or configuration-ready connections are not the same as a verified production feed.
  • ClosePath does not promise listing data it is not authorized to display.
Frequently asked questions

Questions before you start.

Can an individual agent start with ClosePath?

Yes. The Real Estate CRM starter plan is designed for individual agents and small teams, with broader platform options available as operations grow.

Does ClosePath provide universal MLS access?

No. MLS and IDX availability depends on the market, provider, brokerage authorization, credentials, agreements, and successful connection verification.

Can transaction coordinators use the same workspace?

Yes. Teams can assign transaction work, tasks, deadlines, and records using role-appropriate workspace access.

Does ClosePath replace the MLS?

No. ClosePath can organize CRM, brokerage, website, and authorized IDX workflows, but it does not replace an MLS or its rules.

Talk to sales

Plan a ClosePath workspace for your real estate organization.

This existing enterprise inquiry flow is best for organizations with more than 50 users or custom implementation, security-review, or contractual needs.

Interested in
Real Estate + ClosePath

Connect the customer journey to the work that moves it forward.

Start with a practical workspace, then add the configured capabilities your team actually needs.

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