Wednesday, September 27th, 2023
Group Setup (Wednesday): 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
Available Date and Times
September 27th 10:00 am (America/Denver)
November 22nd 10:00 am (America/Denver)
January 17th 10:00 am (America/Denver)
March 13th 10:00 am (America/Denver)
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Available Date and Times
September 27th 12:00 pm (America/Denver)
October 4th 12:00 pm (America/Denver)
October 11th 12:00 pm (America/Denver)
October 18th 12:00 pm (America/Denver)
Tuesday, October 3rd, 2023
Group Setup (Tuesday): 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 & Users Overview
• Global Settings & Profile Overview
Available Date and Times
October 3rd 10:00 am (America/Denver)
November 28th 10:00 am (America/Denver)
January 23rd 10:00 am (America/Denver)
March 19th 10:00 am (America/Denver)
Wednesday, October 4th, 2023
Group Setup (Wednesday): 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
Available Date and Times
October 4th 10:00 am (America/Denver)
November 29th 10:00 am (America/Denver)
January 24th 10:00 am (America/Denver)
March 20th 10:00 am (America/Denver)
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Available Date and Times
September 27th 12:00 pm (America/Denver)
October 4th 12:00 pm (America/Denver)
October 11th 12:00 pm (America/Denver)
October 18th 12:00 pm (America/Denver)
Tuesday, October 10th, 2023
Group Setup (Tuesday): 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
Available Date and Times
October 10th 10:00 am (America/Denver)
December 5th 10:00 am (America/Denver)
January 30th 10:00 am (America/Denver)
March 26th 10:00 am (America/Denver)
Wednesday, October 11th, 2023
Group Setup (Wednesday): Intake Forms & Property Templates 101
Revolutionize the way you create transactions in Open to Close!
Features included in the training:
• Intake Forms
• Outside Intake Forms
• Property Templates
• Field Templates
Available Date and Times
October 11th 10:00 am (America/Denver)
December 6th 10:00 am (America/Denver)
January 31st 10:00 am (America/Denver)
March 27th 10:00 am (America/Denver)
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Available Date and Times
September 27th 12:00 pm (America/Denver)
October 4th 12:00 pm (America/Denver)
October 11th 12:00 pm (America/Denver)
October 18th 12:00 pm (America/Denver)
Tuesday, October 17th, 2023
Group Setup (Tuesday): Fields 101
Discover how to efficiently manage your fields in Open to Close!
Features included in the training:
• Field Editor
• Date Templates
• Overview of Commission Templates
• Overview of Field Reporting
Available Date and Times
October 17th 10:00 am (America/Denver)
December 12th 10:00 am (America/Denver)
February 6th 10:00 am (America/Denver)
April 2nd 10:00 am (America/Denver)
Wednesday, October 18th, 2023
Group Setup (Wednesday): 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
Available Date and Times
October 18th 10:00 am (America/Denver)
December 13th 10:00 am (America/Denver)
February 7th 10:00 am (America/Denver)
April 3rd 10:00 am (America/Denver)
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Available Date and Times
September 27th 12:00 pm (America/Denver)
October 4th 12:00 pm (America/Denver)
October 11th 12:00 pm (America/Denver)
October 18th 12:00 pm (America/Denver)
Tuesday, October 24th, 2023
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
Available Date and Times
October 24th 10:00 am (America/Denver)
December 19th 10:00 am (America/Denver)
February 13th 10:00 am (America/Denver)
April 9th 10:00 am (America/Denver)
Wednesday, October 25th, 2023
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
Available Date and Times
October 25th 10:00 am (America/Denver)
December 20th 10:00 am (America/Denver)
February 14th 10:00 am (America/Denver)
April 10th 10:00 am (America/Denver)
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Available Date and Times
September 27th 12:00 pm (America/Denver)
October 4th 12:00 pm (America/Denver)
October 11th 12:00 pm (America/Denver)
October 18th 12:00 pm (America/Denver)
Tuesday, October 31st, 2023
Group Setup (Tuesday): 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
Available Date and Times
October 31st 10:00 am (America/Denver)
December 26th 10:00 am (America/Denver)
February 20th 10:00 am (America/Denver)
April 16th 10:00 am (America/Denver)
Wednesday, November 1st, 2023
Group Setup (Wednesday): 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 & Users Overview
• Global Settings & Profile Overview
Available Date and Times
November 1st 10:00 am (America/Denver)
December 27th 10:00 am (America/Denver)
February 21st 10:00 am (America/Denver)
April 17th 10:00 am (America/Denver)
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Available Date and Times
September 27th 12:00 pm (America/Denver)
October 4th 12:00 pm (America/Denver)
October 11th 12:00 pm (America/Denver)
October 18th 12:00 pm (America/Denver)
Tuesday, November 7th, 2023
Group Setup (Tuesday): Intake Forms & Property Templates 101
Revolutionize the way you create transactions in Open to Close!
Features included in the training:
• Intake Forms
• Outside Intake Forms
• Property Templates
• Field Templates
Available Date and Times
November 7th 10:00 am (America/Denver)
January 2nd 10:00 am (America/Denver)
February 27th 10:00 am (America/Denver)
April 23rd 10:00 am (America/Denver)
Wednesday, November 8th, 2023
Group Setup (Wednesday): 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
Available Date and Times
November 8th 10:00 am (America/Denver)
January 3rd 10:00 am (America/Denver)
February 28th 10:00 am (America/Denver)
April 24th 10:00 am (America/Denver)
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Available Date and Times
September 27th 12:00 pm (America/Denver)
October 4th 12:00 pm (America/Denver)
October 11th 12:00 pm (America/Denver)
October 18th 12:00 pm (America/Denver)
Tuesday, November 14th, 2023
Group Setup (Tuesday): 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
Available Date and Times
November 14th 10:00 am (America/Denver)
January 9th 10:00 am (America/Denver)
March 5th 10:00 am (America/Denver)
April 30th 10:00 am (America/Denver)
Wednesday, November 15th, 2023
Group Setup (Wednesday): 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
Available Date and Times
November 15th 10:00 am (America/Denver)
January 10th 10:00 am (America/Denver)
March 6th 10:00 am (America/Denver)
May 1st 10:00 am (America/Denver)
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Available Date and Times
September 27th 12:00 pm (America/Denver)
October 4th 12:00 pm (America/Denver)
October 11th 12:00 pm (America/Denver)
October 18th 12:00 pm (America/Denver)
Tuesday, November 21st, 2023
Group Setup (Tuesday): 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
Available Date and Times
November 21st 10:00 am (America/Denver)
January 16th 10:00 am (America/Denver)
March 12th 10:00 am (America/Denver)
May 7th 10:00 am (America/Denver)
Wednesday, November 22nd, 2023
Group Setup (Wednesday): 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
Available Date and Times
September 27th 10:00 am (America/Denver)
November 22nd 10:00 am (America/Denver)
January 17th 10:00 am (America/Denver)
March 13th 10:00 am (America/Denver)
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Available Date and Times
September 27th 12:00 pm (America/Denver)
October 4th 12:00 pm (America/Denver)
October 11th 12:00 pm (America/Denver)
October 18th 12:00 pm (America/Denver)
Tuesday, November 28th, 2023
Group Setup (Tuesday): 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 & Users Overview
• Global Settings & Profile Overview
Available Date and Times
October 3rd 10:00 am (America/Denver)
November 28th 10:00 am (America/Denver)
January 23rd 10:00 am (America/Denver)
March 19th 10:00 am (America/Denver)
Wednesday, November 29th, 2023
Group Setup (Wednesday): 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
Available Date and Times
October 4th 10:00 am (America/Denver)
November 29th 10:00 am (America/Denver)
January 24th 10:00 am (America/Denver)
March 20th 10:00 am (America/Denver)
Open to Close Workshop Wednesday
Open Q&A for users to ask our experts questions on Open to Close!
Available Date and Times
September 27th 12:00 pm (America/Denver)
October 4th 12:00 pm (America/Denver)
October 11th 12:00 pm (America/Denver)
October 18th 12:00 pm (America/Denver)
Tuesday, December 5th, 2023
Group Setup (Tuesday): 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
Available Date and Times
October 10th 10:00 am (America/Denver)
December 5th 10:00 am (America/Denver)
January 30th 10:00 am (America/Denver)
March 26th 10:00 am (America/Denver)
