Welcome to the Close Master Reference Manual, your definitive guide to mastering the all-in-one platform provided by The Close Agency for your real estate business. We understand that adopting new technology can seem daunting, especially amidst the fast-paced demands of the real estate market. That's precisely why this manual has been crafted with meticulous detail, offering step-by-step instructions and comprehensive explanations tailored specifically for Real Estate Brokerage Owners, Team Leaders, and Agents like you.
This document is designed as a reference manual, not a quick start guide. Its purpose is to serve as your go-to resource whenever you need to look up how a specific feature works, configure a particular setting, or understand the best practices for using Close Master to achieve your business goals – whether that's capturing more leads, streamlining follow-up, managing transactions more efficiently, or analyzing your performance. We assume you are comfortable with general computer and web usage but have zero prior knowledge of Close Master itself.
Throughout this manual, we prioritize clarity, completeness, and accuracy. We aim to explain not just the "how" but also the "why" behind each feature, providing real estate specific examples and context to make the information immediately relevant and actionable for your agency. We've adopted a verbose and supportive tone, aiming to anticipate your questions and guide you patiently through the platform's capabilities. When in doubt, we provide more detail, not less.
You can navigate this manual using the comprehensive Table of Contents on the homepage or the sidebar navigation available on every page. Each chapter focuses on a major functional area of Close Master, and chapters are further broken down into specific sections (e.g., 3.5 Using Tags for Organization). While designed for lookup, reading through the initial chapters (especially Chapter 1: Getting Started & Orientation) is highly recommended to build a solid foundation.
The content within this manual focuses strictly on the features and settings accessible within your agency's Close Master account (your sub-account). It excludes administrative functions managed by The Close Agency or aspects related to reselling the software.
We encourage you to use this manual actively as you explore Close Master. Bookmark frequently referenced sections, and don't hesitate to revisit chapters as you implement new strategies in your business. With this guide and the support of The Close Agency, you're well-equipped to leverage the full power of Close Master to streamline your operations and achieve greater success.