Beth's Online Transaction Management Blog

  We have a standing joke in our office...we have a bright yellow bike helmet, and if you do something really moronic (I mean, it appears to everyone that perhaps you forgot to bring your brain to work), you have to work in the helmet for the rest of the day.  I'm proud to say, it has been a very...

Here is a real TGIF...My Operations Manager has been on vacation this week.  Boy, do I miss her!  Sure, the workload has been a bit heavier than usual.  That is OK, though.  I'm happy to have the business (we appreciate each and everyone of our Realtor clients).  Here is the thing, I miss her!  I...

When you add a contact on SureClose, there are a couple of things to watch for:1) If you have more a buyer or seller that is a couple, you may enter them as one entry but the system does not have a way to differentiate which phone number belongs to each of them.  After you have added the contact,...

I recently wrote a post entitled ...You Might be a Real Estate Workaholic.  Tomorrow is my middle son's birthday.  He'll be 9 years old tomorrow.  As my husband and I were reminiscing about the day he was born, my husband pointed out that this is the ultimate real estate workaholic story.  I must...

There are always a few bits of information that we need to access quickly as we process our files and field questions from callers.  We have discovered that the terms section of our files in SureClose is a great place to store this information for fast, efficient access.  Here are a few things th...

So, if you are a SureClose user I'm not sure if you noticed this yet or not but there is no place on the Summary page to post your escrow number on a listing file.  Want to know why????  The developer of the software is from Southern California.  In Southern California, the escrow is not typicall...

OK, use your imagination as you read this, I'm going to tell you a story:Once upon at time there was a very successful Realtor who was extremely productive.  He closed over 100 transactions a year.  He knew that he could not continue to be successful in this way and continue to grow if he was alw...

If you have several documents that you want to combine into a single PDF, here is a cool little trick for you:You can check to boxes next to each document that you want included in the PDF on the document page and then click the print icon in the upper right hand corner.  This will "re-print" the...

Yes, we all do our best to incorporate new technology into our business practices to stay ahead of the competition.  But, are you really getting the most out of the technology that you use?  Sure, there are the obvious benefits of technology: increased efficiency, increased organization, greater ...

Over time, I have had the opportunity to trouble shoot with many people to assist them in viewing documents on SureClose.  Here are a few of the most common solutions:1) If you are trying to view a document and only get a white screen or a white screen with a little red "x" in the corner, this do...