Every doc, filed for you
It reads your inbox, names each attachment, and drops it in the right deal folder — automatically.
AI back-office for real-estate agents
Every deal,
on cadence.
CloseCadence files every document, tracks every compliance step, and lays your whole pipeline out on one quiet dashboard — working in the background so nothing slips and you stay present for the work that actually closes.
Nothing to install· Compliance tracked to your brokerage’s standard· Built for solo agents & teams
What it does
The deal isn’t lost on the showing.
It’s lost in the inbox.
Documents scattered across email and three platforms. No single view of where each deal actually stands. And the one that really hurts — a disclosure missed, a timeline quietly blown. You can’t afford a full-time transaction coordinator, and a generic CRM doesn’t know your state’s forms or your brokerage’s required-document list.
CloseCadence is the back office you’d hire — running quietly, on a schedule.
One view of every deal
A live board of everything you’re carrying, with the next action on each one already surfaced.
Compliance that watches itself
Each deal is checked against your brokerage’s standard. Missing a required doc shows up before it’s a problem.
The Command Center
No two agents get the same board.
The board above is one setup. You tell us what your day actually looks like and we build around it — your panels, your workflow, your brand. Two more, themed differently:
The rainmaker · Listing & marketing team
Never let a lead go cold.
Leads, listings, and follow-up in one place — the growth side of the business, organised.
- Lead follow-up
- Listings
- Reviews
- Tasks
The producer · High-volume luxury agent
Run the business and the brand.
Production, pipeline, and a content engine — deals, income, and on-brand video in one view.
- Avatar Studio
- Active transactions
- Income
- Tasks
How it works
Three quiet moving parts.
A folder for every deal
A clean folder per transaction, named by address — so every document has an obvious home.
An hourly sync that does the work
On a schedule, it reads your inbox, files each attachment, and checks every deal against your compliance standard.
One dashboard that shows you where you stand
Your Command Center reads the result and lays it out — pipeline, compliance, what’s due — at a glance.
The front end is deliberately simple. The work happens in the background — which is exactly what makes it reliable.
Pick 5
Choose the five that matter to how you work.
Your board is built from a menu. Start with the five that move your business — add more as you grow. Ask your Command Center is always on.
Active transactions + compliance
The hero panel — every deal, every required doc, every deadline.
Email triage
What hit your inbox, sorted by deal and urgency.
E-signature status
Who has signed, who you’re waiting on.
Tasks & calendar
The next thing due on each deal, in one list.
Notes & next steps
The running thread on each client, never lost.
Income
Pipeline and paid — off by default, on when you want it.
Lead follow-up
New leads and the ones going cold.
Listings & marketing
Status, content, and what’s overdue.
CMA & reports
“Just sold,” market updates, seller summaries.
Reviews & referrals
Nudge the happy ones at the right moment.
Built around your week — not a template.
Tell us what keeps costing you time. We’ll show you the board on your own deals and exactly what a setup looks like.
Who you’re working with
A two-person shop. On purpose.
Morgahn runs front of house. Conor runs back of house.
Morgahn Grey
Front of houseThe real-estate side — and the person you’ll actually talk to. Morgahn comes from sales and client work: she knows the forms and the market, figures out the board you need, and runs your setup herself — wiring your inbox, confirming the required-document list with your brokerage, and getting your live deals on the board.
Conor Dobbs
Back of houseThe engineering side. Conor comes from software and automation: he builds and runs everything behind your board — the hourly sync, your compliance standard, the dashboard, the add-ons. When a form or a rule changes, he updates it so every board stays correct.
Questions, answered
The things agents ask first.
Do I need to be technical?
No. There’s nothing to install and no logins to manage — we set the whole thing up with you in one session, and from then on you just open your board.
Will it work with the tools I already use?
Yes. It plugs into the Gmail, Google Drive, and e-signature tools you already work in. You don’t switch anything.
How does the compliance part work?
We build a standard to your brokerage’s required-document list, and the board checks every deal against it — so a missing disclosure or a slipping timeline shows up before it costs you.
Is my client data safe?
It runs on your own accounts and you own all of it. The dashboard only shows what’s already been filed for you; nothing is sold or shared.
What does it cost?
It depends on how much you want on the board and whether you’re solo or a team. We scope it on the setup call — no surprise pricing.
How long until it’s running?
Most agents are live after one setup session. Larger teams take a little longer to wire every inbox.
Get started
Tell us what’s slipping.
A short note is enough. We’ll reply with a time to walk your back office, show you the board on your own deals, and talk through what a setup looks like for you. No pressure, no spam.
- We read every message — it goes straight to the two of us.
- You’ll hear back within one business day.