Skip to content
FOR BROKERAGES & TEAM LEADERS

Every file your agents touch is your liability. How many did they actually read?

The intelligence and assurance layer that protects commissions, drives consistent compliance, and provides clarity.

One failure-to-disclose suit erases a year of splits, and diligence visibility today is zero. You find out in the demand letter.

CloseReady makes diligence provable: per-item, time-stamped, across the whole roster.

COMPLIANCE AS DNA, NOT ENFORCEMENT

The guardrails are built into the road.

Your newest agent's first file is done like your best agent's, from day one. Compliance happens during the deal, as a byproduct of work agents want to do. Not as an end-of-file audit.

YOUR BEST AGENT'S FILE
SURFACEDDISCLOSEDACKNOWLEDGEDMEMORIALIZED
YOUR NEWEST AGENT'S FIRST FILE
SURFACEDDISCLOSEDACKNOWLEDGEDMEMORIALIZED

SAME READ. SAME RECORD. DAY ONE.

THE MEMORIALIZED RECORD. HOW IT LAYS DOWN.

The record an E&O carrier wants to see.

Four courses, laid in order, for every material item on every deal.

01SURFACED

Every material item found in the documents. Nothing rests on one reader having a good day.

02DISCLOSED

Delivered to the buyer in plain English, itemized. Not buried in a 60-page packet.

03ACKNOWLEDGED

The buyer confirms each item, one by one. Dates, times, and versions recorded.

04MEMORIALIZED

The whole trail, sealed into the deal record you keep: files, messages, acknowledgements.

“Doesn't documenting everything create liability?”+
The record shows action, not just knowledge. Every surfaced item pairs with its disclosure, its acknowledgement, and its timestamps. A file that proves you acted is a different posture than a file that proves you knew. Our counsel reviews this language, and yours should too.
PORTFOLIO VISIBILITY · DESIGN-PARTNER PROGRAM SCOPE

Deal-state across the roster. The console shows deals, not agent report cards.

Coverage

Which deals have complete document sets, and which are running on partial reads.

Unacknowledged material items

Every significant finding that has not yet been acknowledged by the buyer, portfolio-wide.

Stalled files

Deals where nothing has moved. Surfaced early, while there is still time to act.

Buyer reports carry your brand, powered by CloseReady. Security posture: Trust & Security →

THE MATH

Less than one E&O deductible per year.

An in-house file reviewer runs $50,000 to $65,000 a year, and reads each file once, at closing. CloseReady reviews every document on every deal, from day one, for a flat monthly rate.

FLAT. SEAT-BASED. PUBLIC.

Book a demo.

Thirty minutes, your own deal documents if you like. The console, the record, and a live buyer report.

Book a demoBooking embed lands here at build. Routes to a working session during the cohort window.
THE DESIGN-PARTNER COHORT

Founding cohort forming now: roughly half off for 12 months. Limited seats. In exchange:

  1. 01Honest feedback while we build with you
  2. 02A case study when the results are real
  3. 03Measured time receipts: we prove the hours together
THE QUESTIONS LEADERS ASK
“Isn't this the title company's job?”+
The title company protects the policy. It works at closing speed, and it explains nothing to the buyer. CloseReady works for the people in the deal, from day one, in plain language.
“Will this kill my deals?”+
Problems found early are fixable. Problems found at day 25 kill deals. Problems found after closing become lawsuits. CloseReady moves discovery to the moment it's cheapest.