Welcome & Overview

CloseRelay is an all-in-one transaction management platform built for real estate professionals. It combines document management, electronic signatures, CRM, task tracking, and team collaboration into a single, intuitive workspace.

Whether you are a solo agent or part of a large brokerage, CloseRelay streamlines the entire process from contract to close — eliminating the need to juggle multiple tools and services.

• Relays — Organize every aspect of a transaction in one place. Add contacts, track deadlines, manage documents, and monitor progress.
• E-Signatures — Collect legally binding electronic signatures with full ESIGN Act and UETA compliance. Every signature includes audit trails and SHA-256 document hashing.
• Document Management — Upload, organize, and share PDF documents with secure cloud storage. Create folders, track document statuses, and share with external parties.
• Built-in CRM — Manage contacts, track leads through your sales pipeline with Kanban boards, manage properties, and stay on top of follow-up tasks.
• Task Management — Create task lists for each relay, set due dates, assign tasks, and save reusable task templates.
• Team Collaboration — Invite team members, set role-based permissions, customize branding, and manage multiple teams from one account.

CloseRelay is designed for real estate agents, brokers, transaction coordinators, and teams who want to streamline their workflow. It is ideal for:

• Individual agents managing their own transactions
• Teams and brokerages coordinating across multiple agents
• Transaction coordinators handling the administrative side of deals
• Anyone involved in real estate who needs document signing, storage, and organization