Property Info's SureClose

SureClose transaction management originated in the Title world and was designed to be used by transaction specialists. It is a very full-featured and powerful transaction management system but was not designed to be used primarily at the agent level. To make certain functionality available to both agents and consumers SureClose has been designed with two separate views, the Professional interface and the Basic (or Guest) interface. The Professional interface is used primarily by the internal title and settlement staff, such as the processor, escrow officer and/or transaction management coordinator, to manage the real estate transaction. The professional interface is the deepest product with all functionality enabled. The Basic interface is used to provide views and limited editing control in the transaction to the agents and their clients.

There are two methods to create a new file in SureClose. You can input all of the data directly into SureClose, or you can import the order data into SureClose from AIM+ or AIM for Windows. AIM is a production system widely used in the title and escrow industry for order entry, document preparation, escrow closing, escrow accounting and 1099-S reporting.

While SureClose was designed for use by transaction coordinators any user with reasonable technical skills could successfully navigate the system. There are various wizards that walk users through the different operations, such as adding contact information in which data and photos can be stored. The bigger issue for a product as deep as the SureClose system is understanding “how” to integrate the power of the transaction system into a company’s overall business procedures, which is likely to be more successful if managed by a dedicated staff person.

SureClose is offered with two separate views, the Professional interface and the Basic (or Guest) interface. The Professional interface is used primarily by the internal title and settlement staff, such as the processor, escrow officer and/or transaction management coordinator, to manage the real estate transaction. The professional interface is the deepest product with all functionality enabled.

There are two methods to create a new file in SureClose. You can input all of the data directly into SureClose, or you can import the order data into SureClose from AIM+ or AIM for Windows. AIM is a production system widely used in the title and escrow industry for order entry, document preparation, escrow closing, escrow accounting and 1099-S reporting.

In addition, information can be pulled into SureClose in a number of ways besides manual entry, including:

• RETS/MLS
  
• True Forms
  
• Top Producer
  
• Lone Wolf
  
• Profit Power
  
• Others not named

SureClose is a very deep and comprehensive system and provides for multiple levels of participants along with corresponding permissions as to viewing and/or editing a transaction. The following options are available for adding participants.

• General Access: Professional Interface with access to most SureClose features; intended for team members
  
• Guest – Affiliate: Basic Interface with limited features for “other” parties
  
• Guest – Agent: Basic Interface with select features for real estate agents
  
• Guest – Agent – Pro: Professional Interface with select features for real estate agents
  
• Guest – Consumer: Basic Interface with limited features for consumers (buyers/sellers)
  
• Guest – Consumer – Pro: Professional Interface with limited features for consumers (buyers/sellers)
  
• Guest – Lender: Basic Interface with limited features for lenders
  
• Site Admin: Professional Interface with full access to SureClose features

While SureClose was designed for use by transaction coordinators any user with reasonable technical skills could successfully navigate the system. There are various wizards that walk users through the different operations, such as adding contact information in which data and photos can be stored. The bigger issue for a product as deep as the SureClose system is understanding “how” to integrate the power of the transaction system into a company’s overall business procedures, which is likely to be more successful if managed by a dedicated staff person.

The following options are available for adding participants.

• General Access: Professional Interface with access to most SureClose features; intended for team members
  
• Guest – Affiliate: Basic Interface with limited features for “other” parties
  
• Guest – Agent: Basic Interface with select features for real estate agents
  
• Guest – Agent – Pro: Professional Interface with select features for real estate agents
  
• Guest – Consumer: Basic Interface with limited features for consumers (buyers/sellers)
  
• Guest – Consumer – Pro: Professional Interface with limited features for consumers (buyers/sellers)
  
• Guest – Lender: Basic Interface with limited features for lenders
  
• Site Admin: Professional Interface with full access to SureClose features

SureClose does include a number of wizards that walk users through the different operations, such as adding contact information in which data and photos can be stored. These wizards are very helpful in helping users get started.

When you are actively working with a transaction in SureClose all of the participants can be seen via a photo grid below the property information. We liked the way SureClose organized the overall transaction information, once entered, and also the way that you can send email to different participants by selecting them directly from the display grid.

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