The Experience Flow
A deal intelligence system that helps you prepare, capture, communicate, review, and improve with every transaction.
Prepare with confidence
Open an AI strategy conversation before any client interaction. Surface talking points, anticipate objections, explore risk flags, and ask follow-up questions so you walk in ready.
Capture what matters
Paste in your notes or call transcripts and let AI extract structured sections: wins, challenges, property details, risks, and action items that automatically become tasks.
Reinforce with clarity
Keep clients informed through a unified message thread with AI-drafted updates you review and approve before sending.
Review the full client experience
Generate a closeout feedback report that pulls together milestones, tasks, prep, notes, client questions, messages, and feedback so you can see what went well, where the experience broke down, and how to improve next time.
Deal Copilot
Get milestone-aware guidance throughout the deal. Copilot tracks deadlines, suggests where to focus next, and surfaces quick-check questions so nothing falls through the cracks.
Structured Deal Execution
Clear milestones and aligned tasks that keep every transaction moving.
Timeline & Milestones
Visualize each phase while capturing context at every step.
Tasks Tied to Phases
Keep follow-ups aligned so nothing slips through.
Reusable Templates
Standardize how you deliver excellence across buyer and seller deals.
Completion Indicators
Show verified progress that builds client confidence.
Client Experience Layer
Give clients clarity during the deal and capture what they actually experienced along the way.
Client Timeline View
Clients see progress with context, not a confusing checklist.
Questions, Messages, and Feedback
Clients can ask milestone-specific questions, send messages, and share feedback inside the portal so you can respond with context and see what they are working through in real time.
Behind-the-Scenes Visibility
Show clients what is happening during each stage so they understand the work behind the process and stay engaged without confusion.
Deal Intelligence Signals
Track the themes coming back through client questions, feedback, wins, and friction points so each transaction becomes a better client experience next time.
Documents & Proof
Collect what you need while keeping a clean record of the transaction.
Document Requests
Clear requests so clients know exactly what to provide.
Secure Document Uploads
Clients upload directly to the deal workspace.
Upload Status Tracking
See what is pending, received, or verified at a glance.
Activity History
A complete audit trail that preserves what happened during the deal. AI can turn activity into clear summaries so key moments are never lost.
Productivity & Control
Tools that help you stay organized while keeping you in control.
Contact Import (CSV)
Import clients quickly so you can start with less setup.
Notifications & Reminders
Stay ahead of deadlines and key milestones without relying on memory. AI suggestions, you approve.
Profile & Account Management
Simple controls for your account and preferences.
Team-Ready Foundation
Built with team workflows in mind for future growth.
CloseProof does not replace your CRM or e-sign tools. It adds the structure, client visibility, and deal intelligence they are missing.