ProxiClose
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Texas sales & leases

A clear path from new deal to closed file

ProxiClose reads, tracks and drafts. You confirm details and approve the work.

The whole picture

From new deal to closed file

  1. Start a deal

    Address and your side.

  2. ProxiClose reads

    Documents and read-only deal email.

  3. You confirm

    One tap to confirm details.

  4. You approve

    Check every draft. You send.

  5. The file closes clean

    Dates tracked. Broker file (the documents your broker must approve) complete. Commission form last.

Less chasing. A clearer path to closing.

Without

The details are scattered

  • Dig through email for a date
  • Retype details into forms
  • Keep a spreadsheet of deadlines
  • Chase the broker file at closing
With ProxiClose

The next step is in view

  • Details found for you to confirm
  • Forms filled from confirmed terms
  • Every date on one timeline
  • Broker file checked before the commission form (CDA: who gets paid at closing)

Preparation here. Decisions with you.

What ProxiClose does

Reads, tracks and drafts.

What stays with you

Confirm terms. Approve drafts.

  • Broker file (the documents your broker must approve): your brokerage’s checklist.
  • You choose payees for the commission form (CDA).
  • You send approved messages yourself.
Details found in a document, each showing its source and a Confirm button.
Product close-up · Demo data

Work alongside the people behind the file

Coordinate the preparation here. The agent keeps the decisions.

Learn more →

Transaction coordination questions

What is a TC in real estate?

A transaction coordinator organizes the administrative work around a deal: collecting documents, tracking dates and keeping the broker file moving. The license holder remains responsible for decisions about the transaction.

Does ProxiClose send anything on its own?

No. Messages and document packets are drafted for your approval. After approval, the agent sends them through the agent’s own tools.

Does it work with my brokerage’s checklist?

Yes. Each brokerage’s checklist, broker file status and deadlines are applied to its deals.

Does it give legal advice?

No. ProxiClose does not provide legal advice or draft special provisions. Consult an attorney about legal questions.

Which email does it read?

Gmail, using read-only access. Deal mail is stored only as summaries; message bodies and attachments are not stored from email.

Does it work in Spanish?

Yes. The workspace works in English and Spanish.

See the work. Keep the decisions.