Beth's Online Transaction Management Blog

In almost every demo that I do where I'm showing off our transactions and systems on SureClose, the number one question I am asked is, "What do those little green flags mean?"  So, here is the answer in case you were wondering: The little waving green flag indicates that the item it is next to ha...

Someone said something today that really made my skin crawl.  We often work with real estate companies that are in transition.  Whether it is a change in their staff or a change in their processes, we help them to make these transitions.  In helping the staff at one of those companies today, my o...

Chopping documents sounds so brutal!  This really is something that is necessary if you want to be paperless, though.  We typically receive documents for transactions via email or e-fax.  When these documents come to us, there are often several documents in the group.  To have a clearly documente...

Helpful SureClose Hint for today (SureClose Upload)Being able to upload documents with the SureClose printer driver is a feature that I'm not sure we could operate our business without.  There are a couple of reasons this feature is useful.   •1)      If several documents come to you in a PDF for...

I've noticed a pattern in my life lately.  I think I've gone over the edge of no return.  OK, it isn't that bad but I thought we could have a little fun here.  These are just some observations of mine and I'm not telling if these are actually my actions or the actions of people I encounter each d...

There is an amazing feature within SureClose that will allow "general - access" users to annotate documents.  The document needs to be filed on SureClose in a TIFF format.  If the document is loaded in a PDF format, you can change it to a TIFF by using the SureClose upload option (this will be my...

This can save you considerable time and increase your efficiency.   This works best on the template level.  Let's say you have a task:  Obtain fully executed contingency removal.  You can link this task to the designated document placeholder so that when the contingency removal is filed in the on...

Have you noticed the "popup" button in blue at the top of the document page in your file?  Have you clicked on it to see what it does?  This is a very cool feature!  It will allow you to open a document in a new window so that you can keep the document open while navigating to other sections of t...

This morning I hosted a teleconference along with Brian Boero of VREO and John Pinto of Realty World - John V. Pinto & Assoc.  In this seminar we talked at length about what we all agreed were our two most valuable technological tools that we use in our business:  Our tablet PCs and our online tr...

Do you find that you have certain emails that you send off on each transaction that are pretty much the same each time?  We have reminders for contingency removals, certain things that we say each time we email terms to the escrow officers, standard emails that we use when sending out disclosures...