Everyone in the deal, finally on the same page.
Whether you are an agent managing multiple deals or a buyer going through the process for the first time, CloStep keeps everyone on the same page from offer to close.
Who Is This For
Built for everyone involved in a real estate transaction.
Every deal has an agent, a buyer, and a seller. Only one of them has tools for it. CloStep gives everyone one place to follow the transaction.
Agents
Close deals with less back and forth
Manage every transaction in one place, keep clients informed automatically, and spend less time chasing updates and more time moving deals forward.
Buyers & Sellers
Always know what's happening next
See every step of your transaction, find your documents instantly, and never feel in the dark about the process. CloStep is set up by the agent running your transaction. Once it's set up, you'll receive an invitation to join.
What We Do
Everything you need to move a deal forward
Offers
Prepare, send and track offers in one place.
Documents & Signatures
Upload, share, and sign transaction documents.
Guided Steps
Know exactly what needs to happen next.
Real-Time Updates
Keep everyone informed as the transaction progresses.
Messaging
Keep conversations connected to the transaction.
Document Access
Keep important documents accessible after closing.
For Agents
You focus on your clients. CloStep keeps the transaction moving.
One platform for your deals, documents and communication. Everything your transaction needs, already here and working together.
- 1See all your active deals, messages, documents, and updates in one place. No more juggling multiple tools.
- 2Clients and team members stay informed in real-time, reducing back-and-forth calls and middleman coordination.
- 3Send offers faster, everything lives in the transaction, messages, documents, and updates exactly where you need them.
- 4Guided steps ensure nothing gets missed along the way with one platform built for the whole transaction.
- 5Keep a clear record of documents, messages, and updates throughout the transaction.
For Buyers & Sellers
How CloStep works for you.
Your agent runs the transaction on CloStep. It's your window into the whole process. Check where things stand, handle your part, and message your agent whenever you have a question.
Your agent invites you
You'll get an email to join the transaction. Setting up your account takes a minute, then you're in.
Everything in one place
Documents, updates, status, and everyone involved—all in a single view. Message your agent right there — no more digging through email chains.
You act when it's your turn
CloStep tells you exactly what's needed and when. No guessing, no chasing.
Straight through to closing
Everyone stays on the same page from start to finish, and your documents stay available after closing, so you can always find what you signed.
How It Works
Simple enough that everyone will actually use it.
Getting started takes minutes. And once you invite your first client, you will wonder how you ever managed a transaction without it.
1Start the transaction
Create a deal and invite whoever is involved. Agents, buyers and sellers, everyone gets their own view of what they need to see.
2Follow the process together
The deal moves through clear, guided steps. Everyone can see exactly where things stand and what needs to happen next.
3Everyone stays in sync
Messages, documents, and updates all live in the same place. Offer letters and other paperwork are stored securely as PDFs, so nothing gets lost. No more hunting through old emails to find what was said or shared.
