SureClose Advantage Training Center
Welcome to the SureClose Advantage Training Center! We hope you find the information on this page useful as you begin or continue to use SureClose Advantage.
Did you Know?
When you are added as a party to a file, you are given access to that file and are sent a Welcome e-mail with your log in credentials. When you log in for the first time, the file you were added to displays in the Recent Files list. As you are added to additional files, you will need to perform a File Search to refresh the Recent Files list
Tip: Check back often for additional tips and shortcuts that could save you time and increase your productivity.
Visit Stewart University (For Stewart Associates only) for additional SureClose Advantage training.
For immediate training or a refresher on a specific topic, refer to the following training resources.
Streamline your operations and reduce cost by taking the paper out of your real estate transactions. Using SureClose Advantage, you can manage your business anytime, anywhere from any Windows based PC with Internet access. To learn more about SureClose Advantage, click the links below.
Easily manage documents associated with your transaction files using the tools available within SureClose Advantage. To learn more about documents, click the links below.
|Annotating PDF Documents||Tutorial||5 min|
|Getting Documents into SureClose Advantage||Tutorial||15 min|
|Splitting PDF Documents||Tutorial||5 min|
|Add a Document Placeholder||Quick Reference|
|Attach a Document to a Placeholder||Quick Reference|
|Distribute a Document||Quick Reference|
|Filing Documents for the SureClose Inbox||Quick Reference|
|Import a Document||Quick Reference|
|Split and File a Document||Quick Reference|
|Transfer a Document to a File||Quick Reference|
|Transfer a Document from a Message||Quick Reference|
|Transfer a Document to a Message||Quick Reference|
|Uploading Documents to SureClose Advantage||Quick Reference|
Adding parties to your transaction files is easy and secure. Using permissions, you determine which party is added, and what they can see and do on the file and in SureClose Advantage. To learn more about parties, click the link below.
Quickly look at which tasks and documents on a specified file have been scheduled and completed using the Activity Log. To learn more about the Activity Log, click the link below.
|Add Activity Log Entry||Quick Reference|
You can view, reply to, forward, or transfer email messages sent to your SC Messages Inbox and with SureClose Print Driver installed, you can also upload documents directly to your Inbox. To learn more about transferring messages, click the link below.
Simplify managing contacts added to both your Personal and Corporate Address books using the Contacts tab. To learn more, click the link below.
Enable barcoding and quickly auto-file your documents using barcode cover sheets. Create, print, distribute via email or save these cover sheets for future use. To learn more about barcoding, click the link below.
Easily manage, organize and complete tasks using options within the Calendar tab. You can display tasks in a calendar or list view or create your own custom view. To learn more about calendar options, click the link below.
|Using Calendar Features||Demo||15 min|
If you are a user with SureClose Admin permissions, you have the option to customize certain features and functionality within the system. To learn more about Admin options, click the link below.
|Branding Reference Guide||Document|
To learn more about the reporting tools available in SureClose Advantage, click the link below.
|SureClose Weekly Summary Report||Document|
SureClose Print Driver is a utility program used to upload documents directly to your SC Messages Inbox or to a specified placeholder on a file. To learn more about the installing and using the SureClose Print Driver, click the links below.
Stewart affiliate staff will benefit from a basic understanding of how Stewart's core products work together, best practices, and proven production time savers. To learn more about these time-saving benefits, click the links below.
|Create SureClose Files in AIM+||Recorded Webinar||30 min|
Learn more about each release by reading the Release Notes/Release Communications, or if available, by watching the New Features demonstration. Read through Release Notes to learn about everything included in the release. Watch the New Features demonstration for an overview of exciting new features added to the release. Click the version you want to view, print or watch.