Product Review: SureClose®
A brief look at this transaction management solution
Posted by: RET Staff
You’re probably familiar with Stewart Title, but do you know that they have an associated technology company, PropertyInfo Corporation? Better yet, did you know that PropertyInfo has created an advanced solution for transaction management? They gave us a demo of SureClose® and we’ll share some of the highlights with you here.
SureClose® is a transaction management solution that was built with brokers in mind. The top goal was to help brokers manage documents and workflow to ensure that they could be compliant with legal requirements. However, the needs of the agents that would also be using the product were also considered at every step of the process.
I was able to walk through a demo brokerage account, as well as observe the product from an agent’s perspective. The key difference between the two is the permission levels – brokers can customize their settings to adjust what their agents can edit, change, etc., whereas the broker always has full visibility. Agents must be a party to a transaction in order for that transaction to appear.
When a user first logs-in to the SureClose® platform, they can navigate to a quick search, create a new file, view their 10 most recent files, and other commonly-used functions.