Beth's Online Transaction Management Blog

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...

Ever heard the saying, "The best defense is a good offense"?  One of the biggest advantages my company has is that we have the opportunity to process transactions for Realtors from many different companies, geographical areas, and backgrounds.  When you close over 400 transactions a year, you get...

VREO Teleconference:Cutting your costs with mobile and paperless technologiesDuring this informative, mind-opening seminar, you'll learn how to radically cut your costs and increase your productivity. Replacing bricks, mortar and paper with simple proven technologies. Don't miss out! Speakers: Jo...

Be aware that the current email program in SureClose does not have a function that enables recipients to see other parties copied on the email.  All is not lost though, there are two ways that we work around this minor inconvenience.  You can address the greeting to all parties copied.  In some c...

Make sure that you never use a symbol in the name of a new contact when adding them to a file.  For example: John & Mary Smith.  If you intend to invite this contact to log in to the transaction, then you MUST enter them as John and Mary Smith.  When assigning a user name for a party, SureClose w...

Statistics show that the average working woman speaks approximately 20,000 words per day(men 7,000).  The words that you use to fill this "quota" can make or break the perception that others will have of you.  I have read a few quality posts on here that discuss the real estate terminology that w...

I just read Edith Wharton's great post:  http://activerain.com/blogsview/106677/FINAL-WALK-THROUGH-WHAT.  This had great information in it and it reminded me of a good real estate "war story" about the importance of correct timing on final walk throughs.  We always encourage our agents and their ...