Get real-time visibility into every agent's deals. Standardize your team's transaction process with shared templates. Onboard new agents in minutes, not weeks.
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Growing a team reveals the gaps in your process.
You have 8 agents running 30+ transactions. Without a central view, you're relying on agents to tell you what's happening — and that's not reliable.
Every agent has their own checklist. Some deals close smoothly. Others fall apart because steps were skipped. You can't grow on inconsistency.
Training a new agent on your process takes weeks. There's no shared playbook, so every agent reinvents the wheel.
Every feature in the Broker plan is designed around team visibility, consistency, and scale.
See every agent's active deals in one view. Know deal status, outstanding tasks, and upcoming closings across your entire team.
Create team-wide transaction templates. Every agent applies the same proven process — consistent, professional, compliant.
Drill into any agent's deals. See what's overdue, what's coming due, and which clients need attention.
Every agent's clients get a branded portal. Your whole team looks organized and professional.
Broker plan includes up to 10 agent seats. Add agents as you grow and manage the full team from a single dashboard.
Broker plan includes dedicated onboarding to get your team set up and running in one session.
Most brokerages spend far more on transaction coordination fees alone.
Without CloseTrac
TC fees for a 10-agent team
$8K–$12K
per year
With CloseTrac Broker
Full team, all features
$2,988
per year ($249/mo)
Set up once. Run your team on autopilot.
Build your brokerage's standard buyer and seller checklists once. All agents apply them to every new deal instantly.
Each agent manages their pipeline independently. Clients get personalized portals. Documents get collected automatically.
The broker dashboard shows everything. No more "just checking in" calls to agents. You see what's happening in real time.
What brokers ask before getting their team on CloseTrac.
Yes. The broker dashboard shows every agent's active deals, their statuses, outstanding client tasks, and upcoming closing dates — all in one place. You can filter by agent at any time.
Each agent manages their own deals and clients. Agents can't see each other's deals. You, as the broker, have full visibility across the team while maintaining appropriate privacy between agents.
Yes. Agents can build and use their own personal templates in addition to the shared brokerage templates you create. The shared templates set the baseline; agents can customize from there for specific deal types.
Contact us for enterprise pricing. The Broker plan is designed for teams up to 10 agents. If your team is larger, we'll set up a custom arrangement that fits your brokerage.
Every Broker plan includes a dedicated onboarding session where we walk your team through CloseTrac, help you configure your templates, and get your first deals set up. Most teams are fully operational after a single 60-minute session.
Free 14-day trial. Dedicated onboarding included.
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