Webinars

Tuesday, March 5th, 2024
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
March 5th 10:00 am (America/Denver)
April 30th 10:00 am (America/Denver)
June 25th 10:00 am (America/Denver)
August 20th 10:00 am (America/Denver)
Wednesday, March 6th, 2024
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
March 6th 10:00 am (America/Denver)
May 1st 10:00 am (America/Denver)
June 26th 10:00 am (America/Denver)
August 21st 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
March 6th 12:00 pm (America/Denver)
March 13th 12:00 pm (America/Denver)
March 20th 12:00 pm (America/Denver)
March 27th 12:00 pm (America/Denver)
Tuesday, March 12th, 2024
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
March 12th 10:00 am (America/Denver)
May 7th 10:00 am (America/Denver)
July 2nd 10:00 am (America/Denver)
August 27th 10:00 am (America/Denver)
Wednesday, March 13th, 2024
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
March 13th 10:00 am (America/Denver)
May 8th 10:00 am (America/Denver)
July 3rd 10:00 am (America/Denver)
August 28th 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
March 6th 12:00 pm (America/Denver)
March 13th 12:00 pm (America/Denver)
March 20th 12:00 pm (America/Denver)
March 27th 12:00 pm (America/Denver)
Tuesday, March 19th, 2024
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
March 19th 10:00 am (America/Denver)
May 14th 10:00 am (America/Denver)
July 9th 10:00 am (America/Denver)
September 3rd 10:00 am (America/Denver)
Wednesday, March 20th, 2024
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
March 20th 10:00 am (America/Denver)
May 15th 10:00 am (America/Denver)
July 10th 10:00 am (America/Denver)
September 4th 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
March 6th 12:00 pm (America/Denver)
March 13th 12:00 pm (America/Denver)
March 20th 12:00 pm (America/Denver)
March 27th 12:00 pm (America/Denver)
Tuesday, March 26th, 2024
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
March 26th 10:00 am (America/Denver)
May 21st 10:00 am (America/Denver)
July 16th 10:00 am (America/Denver)
September 10th 10:00 am (America/Denver)
Wednesday, March 27th, 2024
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
March 27th 10:00 am (America/Denver)
May 22nd 10:00 am (America/Denver)
July 17th 10:00 am (America/Denver)
September 11th 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
March 6th 12:00 pm (America/Denver)
March 13th 12:00 pm (America/Denver)
March 20th 12:00 pm (America/Denver)
March 27th 12:00 pm (America/Denver)
Tuesday, April 2nd, 2024
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
April 2nd 10:00 am (America/Denver)
May 28th 10:00 am (America/Denver)
July 23rd 10:00 am (America/Denver)
September 17th 10:00 am (America/Denver)
Wednesday, April 3rd, 2024
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
April 3rd 10:00 am (America/Denver)
May 29th 10:00 am (America/Denver)
July 24th 10:00 am (America/Denver)
September 18th 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
March 6th 12:00 pm (America/Denver)
March 13th 12:00 pm (America/Denver)
March 20th 12:00 pm (America/Denver)
March 27th 12:00 pm (America/Denver)
Tuesday, April 9th, 2024
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
April 9th 10:00 am (America/Denver)
June 4th 10:00 am (America/Denver)
July 30th 10:00 am (America/Denver)
September 24th 10:00 am (America/Denver)
Wednesday, April 10th, 2024
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
April 10th 10:00 am (America/Denver)
June 5th 10:00 am (America/Denver)
July 31st 10:00 am (America/Denver)
September 25th 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
March 6th 12:00 pm (America/Denver)
March 13th 12:00 pm (America/Denver)
March 20th 12:00 pm (America/Denver)
March 27th 12:00 pm (America/Denver)
Tuesday, April 16th, 2024
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
April 16th 10:00 am (America/Denver)
June 11th 10:00 am (America/Denver)
August 6th 10:00 am (America/Denver)
October 1st 10:00 am (America/Denver)
Wednesday, April 17th, 2024
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
April 17th 10:00 am (America/Denver)
June 12th 10:00 am (America/Denver)
August 7th 10:00 am (America/Denver)
October 2nd 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
March 6th 12:00 pm (America/Denver)
March 13th 12:00 pm (America/Denver)
March 20th 12:00 pm (America/Denver)
March 27th 12:00 pm (America/Denver)
Tuesday, April 23rd, 2024
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
April 23rd 10:00 am (America/Denver)
June 18th 10:00 am (America/Denver)
August 13th 10:00 am (America/Denver)
October 8th 10:00 am (America/Denver)
Wednesday, April 24th, 2024
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
April 24th 10:00 am (America/Denver)
June 19th 10:00 am (America/Denver)
August 14th 10:00 am (America/Denver)
October 9th 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
March 6th 12:00 pm (America/Denver)
March 13th 12:00 pm (America/Denver)
March 20th 12:00 pm (America/Denver)
March 27th 12:00 pm (America/Denver)
Tuesday, April 30th, 2024
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
March 5th 10:00 am (America/Denver)
April 30th 10:00 am (America/Denver)
June 25th 10:00 am (America/Denver)
August 20th 10:00 am (America/Denver)
Wednesday, May 1st, 2024
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
March 6th 10:00 am (America/Denver)
May 1st 10:00 am (America/Denver)
June 26th 10:00 am (America/Denver)
August 21st 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
March 6th 12:00 pm (America/Denver)
March 13th 12:00 pm (America/Denver)
March 20th 12:00 pm (America/Denver)
March 27th 12:00 pm (America/Denver)
Tuesday, May 7th, 2024
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
March 12th 10:00 am (America/Denver)
May 7th 10:00 am (America/Denver)
July 2nd 10:00 am (America/Denver)
August 27th 10:00 am (America/Denver)
Wednesday, May 8th, 2024
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
March 13th 10:00 am (America/Denver)
May 8th 10:00 am (America/Denver)
July 3rd 10:00 am (America/Denver)
August 28th 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
March 6th 12:00 pm (America/Denver)
March 13th 12:00 pm (America/Denver)
March 20th 12:00 pm (America/Denver)
March 27th 12:00 pm (America/Denver)