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Helpful SureClose Hint for Today (Associated Files)

By
Services for Real Estate Pros with Holler Law Firm

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 falls through, you can revert right back to your listing file and not have to worry about removing the cancelled buyer's information.  As you are processing your closing file, however, you will surely have several opportunities that you will need to refer back to your listing file. 

Instead of having to search through your file list to get to that listing file, you can click on the "Assoc. File" button at the top of your summary page.

File Summary

 

When you click on this button, the system will take you directly to your listing file.  This will save you several steps.  You can easily move back and forth between your closing file and your listing file with a single mouse click.  Every step you can eliminate will save you time.

If you have any questions about using SureClose, any one at Realt-eTransAct would be happy to answer them for you.  I hope this helps!

Comments (2)

Randy Young
Greenwood King Properties - Rosenberg, TX

With the way I have to switch between closings and listings, this is definitely a time saver for me.

Jul 14, 2007 05:26 PM
Beth Young
Holler Law Firm - Milford, CT
Been there, Done that...
I'm glad this helped.  I have to give "props" to Krissy for this one.  Hey, I can't know everything all on my own!
Jul 14, 2007 05:59 PM