Why Agents Use CloseCheck
Your clients have questions you can't answer.
CloseCheck connects them with someone who can answer them the right way—legally.
Blended Families
Ownership and inheritance get complicated fast.
Children From a Previous Relationship
The deed determines who inherits your share.
Unmarried Partners
Two people paying. Very different outcomes depending on how it's titled.
Aging Buyers
No estate plan means the probate court decides what happens to the home.
Medicaid Lookback
When a co-owner needs long term care, Medicaid can look back at their ownership interest in the property and attach the home to recover costs. Most families never see it coming.
Parents Helping With the Down Payment
Financial help and legal ownership aren't the same thing — but without the right setup, they can become the same very quickly.
Buyers Going Through Divorce or Separation
The timing of a purchase can change everything.
Military and VA Buyers
Some VA loans only allow the service member on the deed. A spouse may have no legal ownership of the home they live in.
Every one of these is a real client.
Every one of these is a conversation you're not allowed to have.
Every buyer has a deed decision to make.
These are the situations where it's easiest to get it wrong.
It's still there, whether it looks complicated or not.
So instead of letting it get treated like just another line, you send the link.
One line on the offer. Your buyers don't know what they just decided.
CloseCheck helps buyers understand the implications of how a home is titled before the offer is written.
The buyer completes a short Snapshot after your first meeting. If the Snapshot identifies situations that may need legal guidance, CloseCheck coordinates directly with the closing attorney.
You send the link. We handle the rest.
Agents who treat the deed line as the legal decision it is become the ones their clients remember.
How it works
Send the Link
At your first meeting, send your buyer the CloseCheck link. That's your part.
Buyer Completes a Snapshot
A short profile that identifies whether a conversation is needed. No charge. No commitment.
If They Move Forward
CloseCheck sends a more in-depth questionnaire, compiles their information, and coordinates directly with the closing attorney.$149 Ownership Review fee — closing statement only. Buyers can use closing costs to cover it. No close, no fee.
The Attorney Takes It From There
They reach out, schedule directly with the buyer, and help them understand the best way to protect the home they're about to fall in love with. You stay in the loop. Your client gets taken care of. Families remember their Guardian Agent.
Send your buyer the link.
Here's how it works for your buyer when you send the link.
They complete the CloseCheck — a short set of questions about their situation and who's involved in the purchase.
They receive an email identifying anything that may not be straightforward.
If they choose to proceed, they opt in and complete a second short form. That's what goes to the attorney — theirs, or one from the Guardian Attorney Network. Their office will reach out to schedule an appointment. That conversation is where the deed gets written to actually protect the family and the home.
If They Choose to Proceed
An appointment with a licensed closing attorney
Guidance based on their specific situation
The chance to catch issues early in the process so closing is not delayed.
A deed written to protect your buyer's family and their new home.
Want to understand what your buyers are actually reading? See the CloseCheck Buyer Guide.
What This Means for You
This is no different than a home warranty.
Nobody asks what an agent gets out of recommending a home warranty.
You offer it because it takes care of your client. Because it makes things smoother after closing. Because it's just part of how you do your job.
CloseCheck works the same way.
Agents who use CloseCheck become Guardian Agents.
That means something specific. You're in a network of agents who've committed to making sure their buyers don't skip the most important line in the transaction.
Your clients know you are looking out for them. And that's something they'll always remember.
It handles the one question you can't legally answer.
It gives your client the opportunity to protect their family and their home.
It fits seamlessly into how you already work.
You step into a higher level of service.
You don't explain deeds — you're not allowed to.
You don't slow down the deal.
You send the link. That's it.
Why We Built This
Buying a home is one of the happiest moments in a family's life. We have had the privilege of being there for hundreds of them.
We have also witnessed what can follow. We have sat with families going through probate. We have heard the stories.
That story did not start at the end. It started with a question answered in under 30 seconds.
As agents, that conversation is not our lane. We cannot advise on it. What we can do is make sure someone does.
CloseCheck™ is a deed coordination service operated by Home Portfolio Co. We are not attorneys and do not provide legal advice. All attorney consultations are conducted by independently licensed attorneys.
The CloseCheck Snapshot is free. If the buyer chooses to proceed, a $149 coordination fee applies. As part of our process, we provide the buyer’s information to the selected attorney and request that the fee be included on the buyer’s closing statement. The fee is only due if the transaction successfully closes.
CloseCheck™, Guardian Agent™, and all associated content are the intellectual property of Home Portfolio Co. Unauthorized use, reproduction, or distribution is prohibited. If something here speaks to you, we would love to talk at hello@getclosecheck.com.
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