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?

Yes. CloStep supports real estate transactions across the U.S. and is built to accommodate state-specific legal and procedural requirements, so workflows align with local regulations.

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?

Pricing depends on your role and how many transactions you manage. Reach out through our Contact page and our team will walk you through the plan that fits you.

Who can participate in a CloStep transaction?

CloStep supports buyers, sellers, real estate and 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 I get started? How does my agent invite me?

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 to be on CloStep to see the shared timeline and documents. Your agent can help walk anyone hesitant through how simple it is to join.

Can agents create and send offers directly through CloStep?

Yes. Agents can prepare, send, and track offers directly inside CloStep, keeping every version and response in one place.

Can parties sign and manage documents inside the platform?

Yes. Documents can be uploaded, shared, and signed within CloStep, so contracts and disclosures stay organized in the transaction they belong to.

What happens once an offer is accepted?

Once an offer is accepted, CloStep moves the transaction into the next stage automatically, unlocking the guided steps and documents everyone needs to keep things moving toward closing.

Does CloStep integrate with MLS system 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 post in real time to the shared transaction timeline, so every party sees the same information the moment it happens, no forwarding emails required.

Can I access my documents after the transaction is complete?

Yes. Your documents remain available in CloStep after closing, so you can always find what you signed.

How does CloStep protect sensitive data?

CloStep uses industry-standard encryption in transit and at rest, with role-based access so each participant only sees what's relevant to them.

Where is transaction data stored?

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

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

Yes. CloStep notifies you the moment something in your transaction changes, so you're never caught off guard.

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.

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

Our team is available to help by email or through the Contact page, and agents onboarding early get direct, hands-on support from CloStep.