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Process

How Simply Closed Works

Seven steps from executed contract to cleared compliance file. Two of them are yours; the rest are ours.

How it works, in short

Simply Closed works in seven steps: you send the executed contract; AI parses it and builds a state-specific timeline within minutes; a licensed coordinator verifies every extracted date; all parties are introduced within one business day; the coordinator actively drives every contractual deadline to completion; you receive a written weekly summary plus immediate escalation on anything urgent; and after funding the compliance file is audited, submitted and cleared with your broker.

Step by step

The seven steps of a Simply Closed file

Send the executed contract

Forward the PDF to your coordinator's dedicated address, drop it in a shared folder, or connect Gmail, Dotloop, SkySlope or Open To Close and we pull it the moment it's executed. No form to fill in.

AI reads every page

The ReBillion engine extracts parties, addresses, purchase price, financing type, earnest money, every contingency and every date the contract creates — including dates that are calculated rather than written, like “10 business days from mutual acceptance.” It then builds a task list from your state's requirements and flags missing signatures, blank fields and dates that don't reconcile.

A coordinator verifies it

Your named coordinator checks every extracted date against the document itself, resolves whatever AI flagged as ambiguous, and confirms the state checklist matches the contract in hand. Nothing goes on a calendar unverified.

Everyone gets introduced

One introduction email goes to buyer, seller, co-op agent, lender, title or escrow, attorney where applicable, and any inspector already engaged — with the timeline, the contacts and what each party owes next. From your branded address.

We drive the deadlines

Earnest money, disclosures, inspection, repair negotiation, appraisal, loan commitment, title objection, HOA documents, walkthrough, closing disclosure, funding. We chase them, confirm them and log them. Deadlines at risk get escalated to you by phone or text.

You get a weekly summary

One written update per file per week: what closed out, what's next, what needs you. Plus immediate contact on anything that needs a decision.

Compliance is submitted and cleared

After funding, the file is audited against your brokerage's checklist, corrected, submitted, and followed until it shows approved. A clean copy lands in your drive.

Division of labour

Who does what

The single most common question we get is where the line sits between the AI, our coordinator, and you. Here it is.

TaskOwner
Reading the contract and addendaAI
Calculating dates from the contractAI
Flagging missing signatures and conflictsAI
Drafting routine emailsAI
Verifying every extracted dateCoordinator
Chasing signatures and documentsCoordinator
Calling lender and titleCoordinator
Deciding what to escalateCoordinator
Compliance submission and follow-throughCoordinator
Negotiating termsYou
Advising your clientYou
Approving the compliance fileYour broker
Answers

Getting started

How long does onboarding take?

About twenty minutes. We need your brokerage's compliance checklist, your preferred systems, the states you work in, and how you want to be contacted. Your first file can be submitted the same day.

How do I send you a file?

Whatever is least work for you: email it, drop it in a shared Drive folder, or connect your existing platform so we pull executed contracts automatically. Most agents use email for the first month, then connect the platform.

How fast do you pick up a new file?

AI parsing starts within minutes. A human coordinator has verified the file and sent introductions within one business day — usually the same day if it lands before mid-afternoon.

How will I know what's happening?

A written weekly summary per file, plus immediate phone or text escalation for anything that needs your decision. If your brokerage uses a platform we work in, the live file is visible to you at all times.

What if I disagree with a date the AI extracted?

Tell your coordinator and it's corrected immediately — and the correction is logged. Human verification catches nearly all of these before you ever see them, but you always have the final word on your own file.

Twenty minutes to onboard. One file to see it.

Book a 20-minute discovery call. We'll look at your current process, your states, and what AI can realistically take off your plate.