How can we help?
Short answers for running your transactions in Closima.
Getting started
Email in
- Send documents by emailForward to files@closima.com and Closima files the attachments on the right transaction.
- Have Gmail forward documents for youOne Gmail filter sends every email with an attachment to Closima, so you stop forwarding by hand.
- Email-in settingsWhat each switch in Settings → Email-in does, and the always-allowed and always-ignored lists.
- The InboxWhere email waits when Closima can't tell which transaction it belongs to.
Transactions
- Start a transactionFrom the contract in a couple of clicks, or by hand from New transaction.
- How Nevada deadlines are calculatedBusiness days, Nevada holidays, and what happens when dates change.
- The transaction pageStage, key details, people, checklist, fee and activity, all on one page.
- Copy details into TransactionDeskEvery field you'd retype, ready to paste.
- Your own task and document listsSet the tasks every transaction starts with and the documents it has to collect, with your own due dates.
Documents
Your day
- Today and drafted emailsClosima drafts tomorrow's emails overnight. You review, edit and send.
- See what was sentEvery email Closima sent for you, by day, and exactly what it said.
- Autopilot: emails that send themselvesChoose which drafts Closima may send without you, and when.
- The morning summaryOne email at 7am on weekdays with what needs you today.
- Change the wording of Closima's emailsEvery drafted email uses a template you can rewrite in your own words.
- NotificationsThe bell tells you what happened while you were busy.
- Calendar and calendar subscriptionsSee deadlines by month, or put them in Google, Apple or Outlook calendar.
- SearchFind any transaction, person or task from the keyboard.
Agents and money
- Your agents and what's owedContacts → Agents shows each agent's transactions and your fees: coming in, owed and paid.
- Give agents their own linkA private page where an agent sees their transactions live, without logging in.
- Packages, pricing and invoicesSet up your services and prices once. Closima picks the fee for each transaction.
- Send the CDA for e-signatureThe broker, the agent and you sign the commission disbursement agreement online, in order.
- January settlement statements for taxesEach January, Closima drafts an email to last year's clients with their settlement statement.
Account
- CreditsEach transaction uses 1 credit when you start it.
- Your brand: what agents and clients seeYour name, logo and color on everything agents and clients see. Closima stays in the background.
- Add your teamInvite assistants and other coordinators to work your transactions with you.
- Refer a TC: give a credit, get a creditRefer a colleague. They get an extra free credit, and you get one when they start their first transaction.
- Your account and sign-inChange your profile, email, password or two-step login.