Beth's Online Transaction Management Blog

I've been knee deep in transaction management systems since 2001, but many agents are still just exploring the possibilities and weighing the options.  So, we have designed an informational portal through Webex with both documents and video to provide answers to some of the most frequently asked ...

Because we want to make sure that our users have the very best support possible, the SureClose Team is proud to announce the release of our new interactive web forum for SureClose Users!  This web forum has been designed to provide our users with the very latest information and updates.  Whether ...

Due to California's passing of SB133, all title companies are prohibited from providing any kind of service that involves posting your listing disclosures online.  PropertyInfo Corp. is proud to offer the legal solution for agents to post disclosures & reports for your listings online for conven...

SureClose Realty User Group Repeat Performance Due to an overwhelming number of attendees, many of our customers were unable to secure a login to our monthly user group meeting.  Because we want all of our customers to have the opportunity to attend, we have decided to repeat our meeting on Tuesd...

Let's start with the most obvious question today.  Did you know that SureClose has an HTML editor for notifications?  There are many options to choose from for messages and notifications that can be found in the Notification Messages section on your SureClose Admin page.       The choices that in...

I am constantly asked about the security and stability of SureClose.  Of course this should be a concern.  These real estate transactions are your business, your livelihood.  Well for those of you that don't know, our headquarters are in Houston.  Needless to say, Friday night was rough to say th...

We've got a great new feature coming out this week that I think a lot of users will be excited about.  How would you like to be able to review your purchase documents, inspection reports, seller disclosures, or any other documents that need your review online without the need for any additional h...

The ability to re-template a file is a great feature.  If you open a file withing SureClose and later realize that you have created it using an incorrect template, you can re-template your existing file with the correct template without having to delete your file and start over.  Keep in mind tha...

When using the Chop feature to file documents, if you choose to file your document in a placeholder that already contains a document, one of the options that you have is to replace the existing document with the new one.  BE AWARE: Choosing this option is just like pulling the original document o...

If you are taking advantage of the auto-notification feature in SureClose, you will want to read this very important tip.  When notifications are established on the template level, they are assigned to the recipient role.  When a file is created and the contact that is filling that role within th...