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SIMPLY CLOSED
Too many systems. Missed deadlines. Hours lost chasing paperwork instead of closing deals. Sound familiar? Simply Closed is an operations consulting firm built by real estate professionals, for real estate professionals. Founded by Lisa Vo—a licensed transaction coordinator (Colorado & Texas) with 13+ years in the industry and a Follow Up Boss user since 2015—we specialize in turning backend chaos into streamlined, scalable systems.
ABOUT THIS PARTNER
What We Do:
We handle your transactions and tech, so you can focus on building relationships and closing deals.
TC Services
∙Contract-to-close management
∙Listing management (prelisting to MLS or prelisting to close)
∙Dual/intermediary transaction coordination
∙Compliance-only packages
∙Weekly agent updates, branded email communication, and flexible payment options
System Implementation
∙Custom TC System: Pre-built or custom contact stages, custom fields, email templates, action plans, automations, smart lists, and private training
∙Open to Close (OTC) Setup: Task templates, intake forms, API sync with SureSend/Dotloop/Skyslope, field editor templates, and private training
∙SISU integration and optimization and private training
Why Agents Work With Us:
We’re not just a service provider—we’re your operations partner. Every system we build comes with hands-on training, step-by-step documentation, and monthly maintenance. We’ve managed 400+ transactions annually and spoken at FUBCON, FUB Mastermind, and industry webinars. We’ve been in the trenches, and we build systems that actually work.
Who We Help:
High-performing agents and teams ready to stop working 7 days a week, regain control of their backend, and finally feel like the CEO of their business again.
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CONTACT SIMPLY CLOSED
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