1.3 Understanding Your Close Master Account (Your Workspace)

It's helpful to understand the structure of how your Close Master access is provided by The Close Agency.

Your Sub-Account: Your Agency's Private Workspace

  • This is YOUR dedicated environment within the overall Close Master platform, set up specifically for your real estate agency by The Close Agency.
  • When you log in, you are accessing your sub-account. Think of it as your agency's private, secure digital office.
  • All your agency's specific data resides exclusively here: your contact list (buyers, sellers, sphere), your communication history (emails, texts, calls), your sales pipelines (listings, buyers), your website pages and landing pages, your automated workflows, your tasks, your appointments, your reports, and all your specific settings.
  • You, your agents, and your admin staff log into and work within this sub-account daily.
  • This entire Reference Manual focuses solely on the features and functions available to you and your team within your Close Master sub-account. We will guide you on how to use all the tools available in this workspace.

The Close Agency's Management Role (Context Only - Not Covered in Detail)

The Close Agency, as your provider, manages the higher-level aspects of the Close Master system for you. Their administrative tasks (which you typically don't see or interact with) might include:

  • Initially setting up and provisioning your sub-account workspace.
  • Managing the core software infrastructure, updates, and overall platform maintenance.
  • Handling the primary billing relationship with you for access to the Close Master platform they provide.
  • Potentially creating and loading pre-configured "Starter Kits" or "Snapshots" (like a Real Estate template) into your account to help you get started faster (see 1.4).
  • Managing certain high-level integrations or settings that apply across multiple client accounts, such as the core phone system connections or payment gateway capabilities made available to your account.
  • Providing direct support, training, and strategic guidance specifically tailored to your agency's use of the platform within your sub-account.

You generally do not need access to The Close Agency's administrative control panel. Your focus is entirely on leveraging the tools within your own Close Master sub-account as described in this manual.