Frequently Asked Questions

What is CloStep?

CloStep is a real estate transaction management platform that keeps agents, buyers, and sellers on the same page from offer to close — one shared space for deals, documents, and updates.

Does CloStep support state-specific processes?

CloStep is designed to support real estate transactions across the U.S., with flexible workflows that can accommodate different processes and requirements.

Do I need to download an app to use CloStep?

No download required. CloStep works right in your browser on desktop or mobile, so you can jump into a transaction from any device.

How much does CloStep cost?

CloStep is currently free during early access. Future pricing will be shared before any paid plans take effect.

Who can participate in a CloStep transaction?

CloStep supports buyers, sellers, and real estate agents, each with role-specific views and permissions. Multiple buyers or sellers can be added to a single transaction, ensuring all co-signers and co-owners are included with their own access.

How do buyers and sellers get started with CloStep?

Your agent creates the transaction and sends you an email invite. Follow the link, set up your account in a minute, and you're in.

Do I need a real estate agent to use CloStep?

CloStep is built around the agent-led transaction. Buyers and sellers join through an invite from their agent, who sets up and runs the deal.

What if someone doesn't want to use the platform?

Every participant needs a CloStep account to access the shared timeline and documents. Your agent can help participants get set up and answer any questions about using the platform.

Can agents create and send offers directly through CloStep?

Yes. Agents can prepare, send, and track offers directly in CloStep, with every version and response saved to the transaction.

Can parties sign and manage documents inside the platform?

Users can review and sign supported transaction documents within CloStep.

What happens once an offer is accepted?

After an offer is accepted, CloStep guides participants to the next stage of the transaction.

Does CloStep integrate with MLS systems or other real estate tools?

We're building integrations with the tools agents already use, including MLS systems. Contact us to check current availability for your market.

What stages of a transaction does CloStep cover?

CloStep covers the full transaction lifecycle, from the first offer through to closing, with guided steps for each stage along the way.

How are updates shared with everyone involved?

Updates are posted to the shared transaction timeline in real time, helping participants stay informed as the transaction progresses without relying on forwarded emails.

Can I access my documents after the transaction is complete?

After closing, users can continue to access their transaction documents in CloStep.

Will I be notified if something important changes in my transaction?

CloStep keeps participants informed with transaction updates and notifications when key information changes.

Can I message other participants in the transaction?

Yes. CloStep includes messaging inside each transaction, so you can reach your agent or other parties without leaving the platform.

How does CloStep protect sensitive data?

CloStep uses security controls designed to protect transaction information, including encryption and role-based access.

Where is transaction data stored?

Transaction data is stored on secure cloud infrastructure with regular backups, so your information stays safe and available.

Who can see my transaction information?

Access to transaction information is based on each participant's role. Buyers, sellers, and agents have role-specific access, so each person can view the information and documents relevant to their part of the transaction.

What kind of support is available if I run into an issue?

Our team is available to help by email or through our Contact page. Agents participating in early access also receive direct, hands-on support from CloStep.