Every doc, filed for you
It reads your inbox, names each attachment, and drops it in the right deal folder — automatically, with a link straight back to the email.
Command center for real-estate agents
Every deal,
on cadence.
Even with a transaction coordinator, you’re the one lost in the inbox. CloseCadence pulls every deal, document, and deadline onto one board that updates in the background — so nothing falls through, and you always know what needs you next.
Nothing to install· Every document filed to the right deal· Ask it from your phone, in the field
What it does
The deal isn’t lost on the showing.
It’s lost in the inbox.
A signed addendum here, an inspection update there — documents scattered across email and three platforms, with no single view of where each deal actually stands. Even with a transaction coordinator, you’re still the one digging through your inbox to answer “where’s this deal at?” And a generic CRM doesn’t know your brokerage’s required-document list.
Think of CloseCadence as your executive assistant — running quietly in the background, keeping every deal straight so you don’t have to hold it all in your head.
One view of every deal
A live board of everything you’re carrying, with the next action on each one surfaced. Ask it from your phone between showings and it answers from your real deals.
Every document, accounted for
Each deal is tracked against your brokerage’s required-document list — what’s in, what’s still out, what to ask for next. So you’re not pinging your TC to find out.
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 solo agent · Running it all yourself
Every contract, tracked to the day.
Active deals, what’s signed, and the next thing due — one clean view, so nothing in your pipeline catches you off guard.
- Active transactions
- Signatures
- Tasks
- Notes
The luxury specialist · High-value, high-volume
Eight-figure deals, all in view.
Bigger deals, more moving parts, more on the line — pipeline, every required document, and what’s been earned, at a glance.
- Active transactions
- Income
- Signatures
- Tasks
While you’re out showing homes
Watch it work.
A signed document hits your inbox while you’re at a showing. By the time you’re back in the car, it’s filed to the right deal and that deal’s checklist is one step closer to done — and you never touched it.
Inbox
EX
Re: 1420 Sunset Cliffs — signed addendum
PDFSigned_Addendum.pdf
filing…
Your board
1420 Sunset Cliffs8 days
1617/18 documents on file
Purchase Agreement Addendum — needed Addendum — filed
PDF
- 01It reads your inbox
- 02Files the doc to the deal
- 03Updates the deal’s checklist
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 automatic sync that does the work
On a set schedule in the background, it reads your inbox, files each attachment, and checks every deal against your document checklist.
One dashboard that shows you where you stand
Your Command Center reads the result and lays it out — pipeline, documents, 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.
Build your board
Pick what matters.
Watch it appear.
Tap the panels that fit how you actually work — your Command Center assembles as you go. Active transactions is the spine — every deal, every document, every deadline; everything else is yours to choose.
Ask your Command Centeralways on
Active transactions + documents
1420 Sunset Cliffs · 8 days · 17/18 docs
Email triage
Lender · updated pre-approval needed
Signatures
Counter-offer — pending seller
Tasks & calendar
Final walkthrough · Thu 9:00 AM
Notes
Verify wire by phone — never email
Income
$24.8K MTD · $71K pending
Lead follow-up
Priya & Sam · pre-approved buyer
Listings & marketing
88 Lakeshore · price-drop suggested
CMA & reports
“Just sold” — Catalina Terrace
Reviews & referrals
Henderson — ask for a review
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
Licensed Broker · HI · CA · NVThe real-estate side — and the person you’ll actually talk to. Morgahn is a licensed real-estate broker in Hawaii, California, and Nevada, so she knows the forms, the market, and exactly how a deal is supposed to run. She 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
AI builder · top 4% worldwideThe engineering side. Conor grew up in a multigenerational family of real-estate agents — he’s watched this business his whole life — and now ranks in the top 4% of AI builders worldwide, independently measured by Standout. He builds and runs everything behind your board — the background sync, your document checklist, the dashboard, the add-ons — and keeps it correct whenever a form or a rule changes.
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 document tracking work?
We build a checklist from your brokerage’s required-document list, and your board checks every deal against it — so you can see at a glance what’s filed, what’s still outstanding, and what to follow up on. It keeps you organized and saves you from chasing your TC for status; it doesn’t replace your broker’s review or your TC’s work.
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?
A one-time $1,000 to build and set up your command center, then $99/mo to keep it running — which also includes the full toolkit (the AI writers and calculators), in your voice. No surprises; teams and done-for-you setups are scoped on a call.
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.