Broker / Owner
You carry the compliance and timeline accountability for every office. You need visibility without chasing each transaction file manually.
For brokerages
AI transaction coordination with broker-grade approval control.
Brokerages do not need another dashboard. They need every transaction coordinated correctly, with a complete approval trail. TheClose prepares contract-to-close work, routes high-consequence actions through broker review, and logs every decision with attribution. A human approves every action that matters.
Why brokerages pick an AI coordinator
Full visibility without chase-down. Leadership can inspect the entire approval history for every open deal without pulling separate spreadsheets from each office.
Broker compliance in the workflow. Review gates are built into daily execution, so compliance checks happen before outbound actions go live.
More coordination capacity without more headcount. TheClose shifts repetitive execution work to software while preserving broker review for judgment-heavy decisions.
Enterprise readiness
| Capability | Status | Why it matters |
|---|---|---|
| SSO / SAML | on roadmap | Centralized identity controls for larger office groups. |
| Role-based access | shipping | Permission scopes for coordinators, brokers, and support staff. |
| DPA workflow | on roadmap | Procurement-ready legal package for security reviews. |
| SOC 2 controls program | on roadmap | Formal evidence trail for ongoing compliance review. |
| Audit export (CSV/PDF) | shipping | One-click export for internal broker compliance requests. |
| Per-office reporting | on roadmap | Roll-up visibility by office and regional leadership. |
| User-level permissions | shipping | Granular controls so each team member sees only what they need. |
Who this page is for
Compliance Director
You run audits, answer regulator requests, and verify approval history. You need a clear record of what happened, when, and who approved it.
IT / Ops Procurement
You evaluate vendor readiness before rollout. You need direct answers on permissions, reporting, and roadmap commitments.
Run a 30-day contract-to-close pilot.
Start with one office, validate AI-prepared coordination work and broker approval logs, then expand across the brokerage.