Contact Roles Explained
Understand the different roles you can assign to contacts.
Available Roles
CloseRelay provides over 25 predefined roles for relay contacts:
- Principal Roles: Buyer, Seller, Landlord, Tenant
- Agent Roles: Buying Agent, Listing Agent, Dual Agent, Referral Agent, Transaction Coordinator
- Financial: Lender, Loan Officer, Mortgage Broker, Appraiser
- Legal & Title: Attorney, Title Company, Title Officer, Escrow Officer
- Inspection: Inspector, Home Inspector
- Insurance: Insurance Agent, Home Warranty
- Other: Contractor, HOA, Property Manager, Notary, Witness, Other
Roles help organize contacts and are displayed as colored badges on contact cards.