Welcome to Close Master! This first chapter is your starting point for understanding and navigating your new all-in-one platform provided by The Close Agency. We know diving into new software can feel like a lot, especially when you're busy running a real estate agency. That's why this reference manual is designed to be extremely detailed, explaining everything step-by-step, assuming no prior technical knowledge of Close Master itself. Think of this as your personal guide, always available to walk you through each feature and explain not just how to do something, but why it's important for your business.
Here in Chapter 1, we'll cover the basics: defining common terms you'll encounter, explaining why Close Master is so powerful for real estate professionals like you, helping you log in securely, understanding the main screen layout, and getting familiar with the initial setup tools like the Launchpad and Dashboard. Mastering these fundamentals will make learning the rest of the platform much smoother. Remember, you can always jump back to this chapter or use the Table of Contents to find specific information later.
Sections in this Chapter:
- 1.1 Glossary of Common Real Estate & Close Master Terms
- 1.2 What is Close Master & Why Use It? (The All-in-One Real Estate Agency Platform)
- 1.3 Understanding Your Close Master Account (Your Workspace)
- 1.4 Initial Account Setup & The Role of Starter Kits (Snapshots)
- 1.5 Logging In & Accessing Your Account (Web Browser & Lead Connector App, 2FA)
- 1.6 Understanding the Main Interface (Typical Real Estate Workflow)
- 1.7 The Launchpad: Your Initial Connection Assistant
- 1.8 The Dashboard: Your Agency's Performance Snapshot