Questions.
I already have an assistant or a TC. Why switch?
Most agents switch for cost (one flat price instead of a salary or a fee on every file) and availability (it’s ready on weekends). Many keep their assistant and give them Reta, so the person does the parts only a person can do.
Will I have to learn a new system?
No. There are four pages, and if you can forward an email you can use all of them. Upload the signed contract once; everything else comes from asking in plain words. Text can be made bigger with one tap.
Does it work with CTM eContracts?
It works alongside it. Keep writing contracts in CTM. Upload the signed contract or a Print All PDF packet and Reta takes it from there. (Reta isn’t affiliated with or endorsed by CTM eContracts or MRI Software.)
Do my clients talk to AI?
No. Clients never chat with a bot. Reta drafts messages for you, and they go out in your name only after you approve them. (If you want, you can let routine date reminders go out on their own. That is off unless you turn it on.)
What doesn’t Reta do yet?
We’d rather tell you up front. Today Reta writes in English only and doesn’t send text messages. It sends email from your own Gmail or from Reta on your behalf; sending from Outlook is coming next (Outlook calendars already work through a calendar file). It doesn’t upload into SkySlope or your brokerage’s system, so keep your official file there. It has one login per agent; logins for your assistant or TC are coming. And it never gives legal advice, negotiates, or makes decisions for you or your clients.
Can I use this under my Colorado license?
Reta is built to stay administrative: it schedules, tracks and drafts, and you review what goes out. You stay responsible for your license duties and your brokerage’s policies, so check with your managing broker if you’re unsure. Reta isn’t legal advice.
How does the free trial work?
Your first deal is on us. Add a card to start, $0 today. Reta is free until your first deal closes, up to 60 days; your plan starts 7 days after you mark that deal closed. Cancel in two clicks before then and you’re never charged. After that it’s $99 a month until you cancel.
I’m not a tech person. Is this hard?
No. A one-minute guided tour starts when you sign up (skip it anytime), and you can make the text bigger with one tap. You also get a free setup call where we put your first real deal in with you.
What help do I get?
A free setup call where we load your first deal together, on your real contract. Email support@closehandai.com anytime and a real person answers. We also hold free live Q&A sessions for agents; email us and we’ll send you the next date.
Does it work with my brokerage’s system (CTMe, SkySlope, BoldTrail)?
It works alongside them. Upload or forward the contract and documents from CTMe or any system and Reta reads them. It doesn’t upload files into your brokerage’s system yet, so keep your official file there. Direct connections are on the way, starting with the systems Colorado agents use most.
Does it know my brokerage’s compliance rules?
Every deal gets a Colorado document checklist and a complete activity log, so you can show your managing broker who did what and when. Checklists for your own brokerage are coming next; bring yours to your setup call and we’ll help you match it.
How does it file everything?
Each deal has its own page with the contract, every date, each document (marked received or still missing), the emails Reta drafted and the full history. Upload a document or forward it by email and it lands on the right deal.
Try Reta on your next deal.
Your first deal is free, with a setup call where a person loads it in with you. Cancel anytime in two clicks.
Try your first deal free