Education and Training

SureClose Training Center

Welcome to the SureClose Training Center! Here you will find useful information to enhance your new or continued experience.

Announcements

SureClose 4.9 released on November 17, 2018.

Self-Paced Learning

For immediate training or a refresher on a specific topic, refer to the following training resources.

Overview

Streamline your operations and reduce cost by taking the paper out of your real estate transactions. Using Orders Gateway, you can manage your business anytime, anywhere from any Windows based PC with Internet access. To learn more about Orders Gateway, click here.

Files

Title
Type
Duration
Create a SureClose File from the Inbox
Quick Reference
ReTemplate a File
Quick Reference

Tasks

Tasks can be added to electronically manage those associated with your transaction files. To learn more about tasks, click the links below.

Title
Type
Duration
Add a Task
Quick Reference

Documents

Easily manage documents associated with your transaction files using the tools available within SureClose. To learn more about documents, click the links below.

Parties

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. To learn more about parties, click the link below.

Title
Type
Duration
Add a New Individual Party to a File
Quick Reference
Add an Existing Contact Party to a File
Quick Reference

Activity Log

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.

Title
Type
Add Activity Log Entry
Quick Reference

Messages

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.

Title
Type
Duration
Secure Messages
Quick Reference

Contacts

Simplify managing contacts added to both your Personal and Corporate Address books using the Contacts tab. To learn more, click the link below.

Title
Type
Contacts
Quick Reference

Barcoding

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.

Title
Type
Barcoding
Quick Reference

Calendar

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.

Title
Type
Duration

Admin

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.

Title
Type
Branding Reference Guide
Document

Reporting

To learn more about the reporting tools available in SureClose, click the link below.

Title
Type
SureClose Weekly Summary Report
Document

SureClose Print Driver

Affiliates

Title
Type
Installation Guide
Document
Product Information
Document

Affiliates

Releases

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.

Release Date
New Features
Version
Details
November 17, 2018
Forwarding Messages
4.9
Release Notes
September 22, 2018
Resetting Your Own Password
4.8
Release Notes