Now accepting Founders — first 100 agents only

Your clients always know
where they stand

ClosePortal gives every buyer and seller a real-time transaction portal — so they stop calling you and start trusting you.

Get Started →See how it works

ClosePortal

Sarah J.

YOUR TRANSACTION STATUS

Inspection & Appraisal

39 Rose Street, Danbury CT

Closing: June 15, 2026

Step 2 of 4Next: Clear to Close

ALL STEPS

✓

Under Contract

Done

Inspection & Appraisal

Current

Clear to Close

Closing

The Problem

Agents spend half their day answering "Where are we at?"

Clients do not go dark because they are uninterested. They go dark because they are anxious. And anxious clients call — a lot. ClosePortal ends the cycle by giving them a live view of their transaction, anytime, anywhere.

No more "just checking in" texts. No more explaining the same step for the third time. Just a clean, professional portal that makes you look like the most organized agent they have ever worked with.

📱

"Did you hear back about the inspection?"

Clients text at 9pm because they have no visibility. ClosePortal shows them the status in real time.

📧

"What happens after appraisal?"

Every step is visible in their portal. They know what is coming before they need to ask.

😰

"I just feel like I do not know what is happening"

The #1 complaint about real estate agents is communication. ClosePortal solves it automatically.

⭐

"My last agent never updated me"

Be the agent they tell everyone about. ClosePortal makes you stand out before the deal even closes.

Features

Everything agents need. Nothing they do not.

🏠

Real-Time Client Portal

Every client gets a personalized portal the moment you create their transaction. No login required — just a link they add to their home screen.

📋

Buyer & Seller Templates

Pre-built 4-step templates for buyers and sellers. Drag to reorder, add custom steps, assign tasks with links — in one clean view.

💬

Two-Way Communications

Send texts and emails from the app. Client replies appear right alongside your messages — a conversation thread per transaction.

✨

Draft with Claude AI

One click generates a professional update, text, or email in your voice. Edit or send as-is. Saves hours every week.

🤖

AI Client Assistant

Clients get a 24/7 AI assistant built into their portal that answers real estate questions — so you do not have to respond at midnight.

🔔

Auto Notifications

Welcome messages, step updates, task assignments, and closing congratulations go out automatically with the portal link every time.

🏢

Broker Dashboard

Brokers get full visibility across all transactions and agents. Team performance, active deals, and billing — all in one place.

📊

Transaction Management

All your active and closed deals in a clean sidebar. Search by client name or address. Mark as closed with one click.

📱

Mobile First

The client portal is built for mobile. Add to home screen on iPhone or Android and it feels like a native app — no App Store required.

How It Works

Up and running in under 5 minutes

Create a transaction

Enter the property address, client name, phone, and email. Select Buyer or Seller. Your 4-step template loads automatically.

Client gets their portal link

The moment you hit create, a welcome text and email go to your client — with their portal link included. Automatic.

Manage steps and communicate

Advance steps, add tasks, post updates — all in your split-screen agent view. Steps on the left, comms on the right.

Close with confidence

Mark the deal closed. Client sees a beautiful closing screen. You get a 5-star review and a referral.

NEW TRANSACTION

Address

39 Rose Street, Danbury CT

Client

Sarah Johnson

Phone

(203) 555-0100

Closing

June 15, 2026

Create Transaction

Pricing

Simple, transparent pricing

🔒 Founders Circle

Individual Agent

$14.99

per month, locked for life

1 month completely free
Locked-for-life Founders pricing
Unlimited transactions
Client portal + AI assistant
Text & email notifications
Draft with Claude AI
Monthly Zoom with the team
Shape the product roadmap

Get Started Free →

Brokerage Teams

$9.99

per agent/month · 5-9 agents

Everything in Individual
Broker admin dashboard
Team transaction visibility
Agent performance overview
Volume discounts for 10+ agents
Priority support

Get In Early

Join the first 100 agents

Reserve your spot before we launch. The first 100 agents get locked-for-life pricing at $14.99/month and 1 month completely free.

✓ 1 month free

✓ $14.99/mo locked forever

✓ Monthly Zoom with the ClosePortal team

✓ Shape the product roadmap

Get Started — Reserve My Spot →

No credit card required. No commitment. Just your spot in line.

FAQ

Questions agents actually ask

Do my clients need to download an app?›

No. Clients get a unique link via text and email the moment you create their transaction. They tap it, it opens in their browser like a native app. No download, no account, no friction. They can add it to their home screen in one tap if they want.

What happens after my free month?›

Your card is charged automatically at the Founders rate of $14.99/month — locked for life. You can cancel anytime before the trial ends and you will not be charged. No gotchas.

Do I have to get my clients to consent to texts and emails?›

Yes — and ClosePortal makes this easy. When you create a transaction you check a box confirming your client has given prior express written consent to receive automated communications. You handle the consent conversation with your client, ClosePortal handles the delivery.

Can I use this for both buyers and sellers?›

Yes. ClosePortal has separate step templates for buyers and sellers. Select the transaction type when you create a deal and the right steps load automatically. You can also add, remove, and reorder steps for any deal.

What is the "Draft with Claude" feature?›

It is a one-click AI writing assistant built into your communications panel. Click it and Claude generates a professional client update, text message, or email in your voice based on the current transaction context. You review it, edit if needed, and send. Most agents say it saves them 30-60 minutes a day.

What if I work at a brokerage?›

ClosePortal has brokerage plans starting at $9.99 per agent per month for teams of 5 or more. Brokers get their own dashboard with visibility across all agents and transactions. Contact us at hello@closeportal.com to set up a brokerage account.

Is my client data secure?›

Yes. All data is encrypted in transit and at rest via Supabase with row-level security. We never sell or share client data. You can read our full Privacy Policy for details.

Your clients always knowwhere they stand