Join us to gain a comprehensive understanding of Open to Close!
On this call we will:
-Cover the key features of the system
-Review our pricing plans
-Review the resources available for both setup and ongoing support
Timezone: America/Denver
Duration: 60 minutes
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Timezone: America/Denver
Duration: 60 minutes
Group Setup Morning Session: Fields 101
Discover how to efficiently manage your fields in Open to Close!
Features included in the training:
-Field Editor
-Date Templates
-Commission Templates
-Field Reporting
Timezone: America/Denver
Duration: 60 minutes
Group Setup Afternoon Session: Emails, Texts & Messaging 101
Master the art of communication in Open to Close!
Features included in the training:
-Email Templates
-Text Templates
-Message Templates
-Smart Blocks
-One Sheets
Timezone: America/Denver
Duration: 60 minutes
Group Setup Morning Session: Contacts 101
Learn how to effortlessly manage your contacts in Open to Close!
Features included in the training:
-Contacts
-Connections
-Businesses
-Groups
-Contact roles
-Lead sources
Timezone: America/Denver
Duration: 60 minutes
Group Setup Afternoon Session: Tasks & Triggers 101
Maximize your productivity and streamline your business in Open to Close!
Features included in the training:
-Task Templates
-Property Triggers
-Task & Trigger Pipelines
Timezone: America/Denver
Duration: 60 minutes
Group Setup Morning Session: Documents 101
Transform the way you manage your documents in Open to Close!
Features included in the training:
-Document templates
-File roles
-File buttons
-Document management
Timezone: America/Denver
Duration: 60 minutes
Group Setup Afternoon Session: Settings & Integrations 101
Optimize your workflow through integrations in Open to Close!
Features included in the training:
-Skyslope Overview
-Dotloop Overview
-Brokermint Overview
-Follow Up Boss Overview
-Docusign Overview
-Organization & User
Timezone: America/Denver
Duration: 60 minutes
Group Setup Morning Session: Creating Properties 101
Revolutionize the way you create transactions in Open to Close!
Features included in the training:
-Intake Forms
-Property Templates
-Outside Intake Forms
Timezone: America/Denver
Duration: 60 minutes
Group Setup Afternoon Session: Using Open to Close 101
Learn how to effortlessly manage transactions in Open to Close!
Features included in the training:
-Creating New Properties
-Managing Your Properties
-Managing Your Tasks
-Managing Your Triggers
-Managing Your Documents
Timezone: America/Denver
Duration: 60 minutes
Group Setup Morning Session: Emails, Texts & Messaging 101
Master the art of communication in Open to Close!
Features included in the training:
-Email Templates
-Text Templates
-Message Templates
-Smart Blocks
-One Sheets
Timezone: America/Denver
Duration: 60 minutes
Group Setup Afternoon Session: Fields 101
Discover how to efficiently manage your fields in Open to Close!
Features included in the training:
-Field Editor
-Date Templates
-Commission Templates
-Field Reporting
Timezone: America/Denver
Duration: 60 minutes
Group Setup Morning Session: Tasks & Triggers 101
Maximize your productivity and streamline your business in Open to Close!
Features included in the training:
-Task Templates
-Property Triggers
-Task & Trigger Pipelines
Timezone: America/Denver
Duration: 60 minutes
Group Setup Afternoon Session: Contacts 101
Learn how to effortlessly manage your contacts in Open to Close!
Features included in the training:
-Contacts
-Connections
-Businesses
-Groups
-Contact roles
-Lead sources
Timezone: America/Denver
Duration: 60 minutes
Group Setup Morning Session: Settings & Integrations 101
Optimize your workflow through integrations in Open to Close!
Features included in the training:
-Skyslope Overview
-Dotloop Overview
-Brokermint Overview
-Follow Up Boss Overview
-Docusign Overview
-Organization & User
Timezone: America/Denver
Duration: 60 minutes
Group Setup Afternoon Session: Documents 101
Transform the way you manage your documents in Open to Close!
Features included in the training:
-Document templates
-File roles
-File buttons
-Document management
Timezone: America/Denver
Duration: 60 minutes
Group Setup Morning Session: Using Open to Close 101
Learn how to effortlessly manage transactions in Open to Close!
Features included in the training:
-Creating New Properties
-Managing Your Properties
-Managing Your Tasks
-Managing Your Triggers
-Managing Your Documents
Timezone: America/Denver
Duration: 60 minutes
Group Setup Afternoon Session: Creating Properties 101
Revolutionize the way you create transactions in Open to Close!
Features included in the training:
-Intake Forms
-Property Templates
-Outside Intake Forms
Timezone: America/Denver
Duration: 60 minutes
