CloseWise

CloseWise

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What is CloseWise?

CloseWise is a sales management platform for businesses of all sizes. By streamlining and organizing sales processes, CloseWise helps businesses close deals faster and achieve greater success. From lead generation to pipeline management, CloseWise provides everything needed to elevate and streamline sales strategies.

Key Features of CloseWise

  • Approval Process Control
  • Cash Management
  • Bank Reconciliation
  • Compliance Tracking
  • ATM Management
  • Corporate Banking
  • Construction Loans
  • Business Loans
  • Auto Loans
  • Collateral Tracking
  • Application Management
  • Collections Management
  • Amortization Schedule
  • Digital Signature
  • Accounting Management
  • Compliance Management
  • Customer DataBase
  • Audit Trail
  • Closing Documents
  • Commercial Mortgages
  • Credit Reporting
  • Automatic Funds Distribution
  • Customer Statements
  • Client database
  • Contact Management

CloseWise Pricing

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CloseWise Specifications

Software Accessible: Cloud Based
Run On Mobile Browser: Yes
Offers Free Trial: No
Payment Options: Monthly
Life Time Free Plan: No
APIs Available: No
Customization Possible: No
Device Support: Mobile Support, Web App
Mobile Platforms: Yes
Available Support: Email, Phone
Desktop Platforms: No
Languages Available: English
Company Details
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Company Name CloseWise
Company Website Visit Website
CloseWise Description

CloseWise is a comprehensive notary database and scheduling software designed for signing agents and signing service companies. This innovative platform streamlines and expands the signing business by providing automated processes for updating, scheduling, and monitoring signing orders. Moreover, it offers efficient accounting and reporting capabilities to facilitate payment processing and track business performance for signing agents and companies. Essentially, CloseWise is an all-in-one solution for the signing industry, simplifying task management by centralizing all operations in a single platform.

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CloseWise FAQ's

The top 5 features of CloseWise include:

  1. Approval Process Control
  2. Cash Management
  3. Bank Reconciliation
  4. Compliance Tracking
  5. ATM Management

CloseWise serves a wide range of businesses including Agencies.

CloseWise is compatible with multiple platforms, No, IOS , Android

The top three competitors of CloseWise are Kalansh One, ABLE Monitoring and ABLE Origination. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Currently, CloseWise does not offer trial access. However, you can still explore its capabilities through available product demos, feature guides, and customer reviews.

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