sureclose: SureClose Helpful Hint for Today (Re-templating) - 07/30/08 09:24 AM
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 that … (0 comments)
|
sureclose: SureClose Helpful Hint for Today (Beware of Deleting Roles with Auto-Notifications) - 07/18/08 03:04 PM
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 the transaction … (0 comments)
|
sureclose: SureClose Helpful Hint for Today (Sending Text Messages from SureClose) - 07/17/08 02:03 PM
One of the most frequent questions I am asked is, "Can I access SureClose on my smart phone?". The quick and easy answer would be, "no", but lets explore this for a moment. What kind of access would be most beneficial on your phone? You've got a pretty small screen that … (6 comments)
|
sureclose: SureClose Helpful Hint for Today (New Print Driver With Upgraded Features) - 07/16/08 07:50 AM
Alert, alert, this is definitely worth your attention! Be on the lookout for our new and improved print driver. If you have used our existing print driver in the past, you will be excited with the features this upgraded version has to offer. If you haven't seen or used our print … (4 comments)
|
sureclose: SureClose Helpful Hint for Today (Creating your email signature) - 05/27/08 01:11 PM
No, you didn't read this wrong, it is possible to create a signature line for yourself in SureClose. You just have to be clever about it. First, are you using the Corporate Message feature? If you aren't, check out this Helpful Hint post. If you are a site admin, you can … (5 comments)
|
sureclose: SureClose Helpful Hint for Today (Pre-written Email Messages) - 05/14/08 10:20 AM
Have you taken advantage of the pre-written email function in SureClose. This can save you considerable time and can help you to avoid any misspelled words in your emails as you send them out.
Normally your email wizard is blank and you have to type both a subject line and a … (2 comments)
|
sureclose: SureClose Helpful Hint for Today (Making the most of contact entries) - 05/01/08 04:35 PM
On the summary page of SureClose, your contact entry can look like this:
OR it can look like this:
With just a few extra key strokes, you can make a world of difference in your continued efficiency throughout the transaction. Look closely at the differences:
Adding notes will help you to remember key items … (0 comments)
|
sureclose: SureClose Helpful Hint for Today (Sending the Terms Page as a PDF Attachment) - 04/22/08 08:23 AM
Last week during a demo of SureClose I had someone ask me, "Do you really think the terms page is that important?". I answered with an emphatic YES. How many times have you closed a transaction only to find out after the fact that an obscure cleaning invoice was overlooked or … (4 comments)
|
sureclose: SureClose Helpful Hint for Today (Spellcheck) - 04/16/08 04:58 PM
This is not a mistake, it is possible to spell check in SureClose. I know this has been a source of frustration for many users, but thanks to the ever-brilliant Brian Gomez, there is a solution! Check out www.iespell.com - This is a free of charge spell check program that can … (5 comments)
|
sureclose: Back in the Saddle... - 04/14/08 02:23 PM
Well, here I am and I am thrilled to be here. I haven't written in a while because I have been in transition but I know it was worth the wait. Talk about major changes...I am now officially based in Houston, TX and I am now officially a member of PropertyInfo … (18 comments)
|
sureclose: SureClose Helpful Hint for Today (Pop-Up Blocker) - 02/07/08 09:22 PM
When using SureClose as your online transaction management system, this is probably one of the first things you need to know. In order to log in to SureClose and work within the program, you must dis-engage your pop up blocker or allow pop ups on this site.
Why? Many valuable functions within … (0 comments)
|
sureclose: Travis Wright-"SureClose is Transparency" Inman Connect NYC 2008 - 01/26/08 04:46 PM
BrokerIPTV: We are on the floor here at Inman Connect in New York 2008 and I am with Travis Wright. Travis Wright is in charge of Stewart Transactions Solutions and Travis why don't you tells us a little bit about, how your SureClose product can really help say … (3 comments)
|
sureclose: Exciting News for Arizona REALTORS and the Future of Transaction Management - 01/13/08 10:57 AM
On January 9th, Stewart Title announced its partnership with the Arizona Association of Realtors. This is a link to the official press release.
It is exciting to see this movement after so many years of struggle in the transaction management forefront. All transaction management platforms have struggled with failed adoption for … (10 comments)
|
sureclose: Take a Look at SureClose Personal Edition - This is worth your time - 01/12/08 08:38 PM
I must admit, I have been a bit skeptical about SureClose Personal Edition. I have always said that simplicity is not the key to adoption when it comes to transaction management programs. SureClose is complex but it is also the most inclusive and thorough program that I found that will allow … (12 comments)
|
sureclose: Laid off - 01/12/08 06:25 AM
If anyone is in need of a virtual assistant or lives in the Dallas area, and needs to fill any position, I am currently available.
Today I was laid off from my job. It's a pretty numbing feeling. To know that you are no longer employed... to know that for the first … (12 comments)
|
sureclose: True Pioneers are Alive and Well in Texas - 01/07/08 10:53 PM
Last week, while visiting family in Texas for the holidays, I had the honor and privilege to meet with some extraordinary people. I was able to make a small side trip down to Houston to meet with the fine folks at Stewart Title and SureClose. I spend most of my days … (3 comments)
|
sureclose: Cooperation can Make all the Difference - 12/27/07 07:45 AM
So often I get this question from REALTORS: "What if I'm using an online system but my client or the agent on the other side isn't?" Well, there are always ways to work around others to keep your business on track, but more interestingly, I would like to share with you … (6 comments)
|
sureclose: SureClose Helpful Hint for Today (use a generic file for your multiple passwords) - 12/12/07 10:37 PM
Since our company works with so many different real estate agents and offices, you can imagine the number of logins and passwords we have to use on a daily basis. We wanted a secure place that all team members could easily find websites, logins, and passwords quickly. So, we created a … (0 comments)
|
sureclose: Helpful SureClose Hint for Today (Posting Public Disclosures) - 11/05/07 02:01 PM
SureClose has made a recent modification to their software that only allows public access to Active Listings. The public disclosures section used to show listing that were both active and pending status. Now, only listings that are indicated as Active on the Summary page will pop up under the public search.
We … (2 comments)
|
sureclose: Stewart Expands eMortgage Offering with Electronic Disclosure Solution - 10/19/07 12:19 PM
Stewart Expands eMortgage Offering with Electronic Disclosure Solution
Stewart announces the release of its electronic disclosure solution designed to automate the lender's initial disclosure process. Stewart's eDisclosure solution provides the ability for lenders to electronically transmit and display initial disclosure documents to their borrowers in a secure, online, consumer-friendly environment for electronic … (0 comments)
|
sureclose: Realt-eTransAct October Newsletter - 10/15/07 01:40 PM
… (0 comments)
|
sureclose: Helpful SureClose Hint for Today (You can now file emails directly to the status page) - 10/11/07 11:53 PM
If you are currently using SureClose, you may have noticed this new feature with the latest system upgrade. You can now file emails directly to the status page. How does this come in handy? The agents that we work with typically use their own email (Outlook, Top Producer, etc.) They very … (5 comments)
|
sureclose: Can Your Paper File Do This? - 08/08/07 11:51 PM
Ever have someone (agent, client, escrow, lender) tell you, "I never got that" or "I didn't see that"? Sure, you can ask everybody to sign every page for proof down the road, but signatures can be forged and called into question. I want to share a little secret with you. On … (6 comments)
|
sureclose: Breakthrough the Limits of Communication - 07/26/07 11:57 PM
Have you ever been in an appointment and found your mind wandering with worry of how many people are trying to reach you and how long it is going to take you to answer all of their voicemails? I have found over time that the more accessible you can be, the … (7 comments)
|
sureclose: Houston, We Have A Problem!!! - 07/23/07 10:52 PM
I write about online transaction management all the time. It is what I do. It is what I know. For the past few years, it has become a huge part of what I am. Most of the time, when I write about online transaction management, I fear that most agents are just reading … (9 comments)
|
sureclose: We've Come A Long Way, Baby! - 07/23/07 04:15 PM
Today, I am sitting on my living room couch enjoying pure chaos around me. My 13 year old niece is visiting from Texas and watching her with my kids is pure joy. What, time with the family?? But IT IS A WORK DAY!!
Ah, this takes me back to the days where … (12 comments)
|
sureclose: SureClose Helpful Hint for Today (emailing pages as attachments) - 07/20/07 11:53 PM
Did you know that you can email the Summary page and the Terms page from your file as an attachment? I would love to think that all parties to each transaction diligently log in to SureClose to find the information that we have so carefully entered into the file. I am … (2 comments)
|
sureclose: How Did You Spend Your Day Today? - 07/14/07 12:50 AM
I am happy to report that we currently have 21 transactions in escrow. (We've already closed 12 others this month). We also have around 70 listings on our current inventory. Guess what we did today....We spent a beautiful and fun day out in the sun at hole number 13 at the … (10 comments)
|
sureclose: Helpful SureClose Hint for Today (Associated Files) - 07/12/07 09:14 PM
This is one of my favorites: If you have a listing that sells (we all hope for these) and you convert your listing file to a closing file, SureClose will keep these files linked to each other. I love that the listing file stays intact so that if the closing transaction … (2 comments)
|
sureclose: Helpful SureClose Hint for Today (Contact entries on Summary page) - 07/04/07 01:22 AM
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 … (8 comments)
|
sureclose: Helpful SureClose Hint for Today (Creative uses for the Terms Section) - 07/02/07 11:37 PM
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 … (0 comments)
|
sureclose: Helpful SureClose Hint for Today (Posting the Escrow Number on a Listing File) - 07/01/07 11:26 PM
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, … (4 comments)
|
sureclose: A Story of Real Estate Success - 07/01/07 01:23 AM
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 … (3 comments)
|
sureclose: Helpful SureClose Hint for Today (Combining Multi-documents into a Single PDF) - 06/30/07 11:54 PM
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 … (5 comments)
|
sureclose: Get a return on your technology investments - 06/27/07 10:35 PM
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 accessibility, etc. Now, these … (4 comments)
|
sureclose: Helpful Sureclose Hint for Today (Viewing Documents) - 06/27/07 09:45 PM
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 … (4 comments)
|
sureclose: Helpful SureClose Hint for Today (What are those little green flags?) - 06/27/07 12:42 AM
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 … (2 comments)
|
sureclose: Helpful SureClose Hint for Today (Chopping Documents) - 06/13/07 02:51 PM
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 documented file, though, we … (14 comments)
|
sureclose: Helpful SureClose Hint for Today (SureClose Upload) - 06/08/07 05:16 PM
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 format and … (8 comments)
|
sureclose: Helpful SureClose Hint for Today (Annotating Documents) - 06/06/07 11:52 PM
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 … (2 comments)
|
sureclose: Helpful SureClose Hint for Today (linking documents to tasks) - 05/31/07 01:34 AM
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 online transaction, the system will … (5 comments)
|
sureclose: Helpful SureClose Tip for Today (Opening Documents in a separate window) - 05/30/07 02:33 AM
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 … (0 comments)
|
sureclose: Tools for success - 05/30/07 02:16 AM
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 … (10 comments)
|
sureclose: Helpful SureClose Hint for Today (templating emails in the task description) - 05/28/07 05:15 PM
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 … (12 comments)
|
sureclose: Helpful SureClose Hint for Today (Emails to Multiple People) - 05/27/07 03:00 PM
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 … (2 comments)
|
sureclose: Helpful SureClose Hint For Today (Part 2) - 05/26/07 12:10 PM
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 … (0 comments)
|
sureclose: Have you checked your history in SureClose? - 05/17/07 12:23 AM
Did you know that every single task and every single documents has its own history record within SureClose? The history icon is in the upper right hand corner (next to the delete icon). It looks like a little clock with an arrow pointing backwards and down. For documentation purposes within your … (3 comments)
|
sureclose: Helpful SureClose hint for today... - 05/09/07 05:35 PM
Houston does not back up templates! While all files, documents, tasks etc. are backed each day on the servers in Houston and Dallas, SureClose does not back up templates. So, make duplicates. We are in the process of figuring out the very best way to create back ups and I will … (7 comments)
|
sureclose: Buyers & Sellers now have online access to their settlement files. - 03/27/07 09:59 PM
The Title Company of Jersey has taken the lead in ushering in new technologies for providing world class service to their customers. We have been offering online file access to Realtors and Lenders for the past 2 years via SureClose, which is the industry's leading Transaction Management System.
Now we are making … (3 comments)
|
sureclose: Considering Top Producer? - 12/16/06 02:19 PM
Considering migrating to Top Producer? Here are a few more reasons to give this product serious consideration. Top Producer announced today:
In our ongoing effort to provide you with the industry's most advanced sales and marketing system, we have updated Top Producer 7i to include the following new features and enhancements:
Top Producer … (20 comments)
|
