Turn every transaction into a story your clients remember.
CloseProof is a Real Estate Transaction Experience Platform that helps you run structured deals, prepare for key moments, and reinforce your value at every milestone.
Agent-Controlled AI drafts updates, organizes conversations, and builds your deal story. You review and approve what gets shared.
The Real Estate Experience Gap
Agents do incredible work. But the impact often disappears between contract and closing.
Conversations live everywhere
Texts, calls, emails, inspection notes, lender updates. Critical context gets fragmented. Important decisions fade into memory.
Clients want to understand the journey
They do not just want status updates. They want to know what is happening, why it matters, and what comes next.
Your value is rarely documented
Credits negotiated. Risks avoided. Deadlines protected. Strategy delivered. After closing, most of it is forgotten.
Most transaction tools track tasks. Few capture the experience.
How CloseProof Turns Transactions Into Stories
An experience layer that helps you prepare with intention, capture what matters, reinforce trust, and close with impact.
Prepare with purpose
Walk into every client conversation clear and confident. CloseProof surfaces the agenda, decisions needed, and potential risks before you pick up the phone.
Capture what actually happened
Use voice-to-text or quick notes to record wins, decisions, risks avoided, and next steps. AI organizes it. You review and refine it.
Reinforce with clarity
Draft polished client updates that reflect the real conversation. Tie completed tasks, key milestones, and progress together in one clear message. You approve what gets sent.
Close with a story they remember
When the deal closes, generate a personalized closeout story that highlights the journey, the strategy, and the wins. Turn every transaction into something your client will talk about.
Most platforms manage tasks. CloseProof manages the experience.
How CloseProof Elevates Every Deal
A structured, agent-controlled experience layer that turns daily work into lasting impact.
Start with intention
Create a deal and define what matters most. Capture priorities, expectations, and key property details from the very beginning.
Apply your proven framework
Use buyer or seller templates that reflect how you actually run transactions. Standardize your excellence.
Move the deal forward with clarity
Manage timelines, requests, and milestones in one organized place while clients see progress with context, not confusion.
Capture what actually matters
Use touchpoints to prepare, record wins, log key decisions, and document risks avoided. Voice-to-text makes it effortless. AI organizes it. You stay in control.
Close with a story they remember
Generate a personalized closeout summary that highlights the journey, the strategy, and the results. Turn every transaction into proof of your value.
Built for Agents Who Want Their Value Seen
The first Real Estate Transaction Experience Platform for modern agents
Designed for the deal journey, not lead generation
Not a CRM. Works alongside your CRM and inbox
Not e-signature software. Works alongside dotloop and signing tools
Agent-controlled AI that enhances follow-up, clarity, and memory
Deal-Focused
Every feature strengthens execution and client trust
AI-Enhanced Touchpoints
Context-aware check-ins that prepare, capture, and reinforce
Template Powered
Reusable frameworks that standardize how you deliver excellence
The Missing Layer in Your Stack
Your CRM manages leads. Your e-sign tools manage signatures. CloseProof manages the transaction experience. It brings clarity to communication, captures your value, and turns every deal into a story your clients remember.
No double entry. No disruption. Just a smarter layer added to your workflow.
CRM (follow-ups, pipeline)
Manage leads and relationships
dotloop and e-sign
Handle contracts and signatures
CloseProof
Capture context. Guide touchpoints. Elevate the client experience.
CloseProof is not another system to manage. It is the experience layer your current tools are missing.