SURECLOSE TRAINING
COMPLETE PAPERLESS OFFICE
SureClose makes it easy to go "paperless" and manage closing files more efficiently than ever before, for both the single office and the multi-branch company. With breakthrough simplicity for the digital transformation and management of real estate transactions, SureClose is rapidly becoming the industry standard for the paperless office. Using SureClose, title professionals can send files and documents to the secure SureClose Web site for safe storage. Files are then available for review and management from any location, at any time, by authorized parties. Users need only an Internet connection and Web browser to connect. While all software and data storage is centrally hosted and administered for your convenience, each SureClose customer receives a Web site uniquely created for their brand and business process.

SureClose also makes it easy to standardize file processing workflow, and implement best practices in the office. Your office can cut costs by sharing a single real-time file and document set, a shared file calendar and a communication log. At closing, files are easily archived onto a computer or CD-ROM for permanent digital storage. Using SureClose, you'll exceed customer expectations by keeping them informed at all times through online communication, and providing them with a company branded consumer CD-ROM at closing.

SureClose Features

• Fully customized and branded to your business
• Web-wide file access 24/7 access from any computer
• Able to process more than 2,500 new transactions and 40,000 documents daily
• Distributes documents, forms and messages by fax or e-mail
• Manages workflow with task assignment and calendar views
• Auto alerts and notifications sent to e-mail or fax
• Fax or e-mail orders to affiliates with forms and documents
• Deliver superior service with branded consumer site and closing CD
• Real-time reports by users, branches, or across enterprise
• Dissolve long-term storage costs with digital archiving
• Mission critical security measures protect your data and clients
• Electronic Signature capabilities
• Affordable to use for large and small customers alike

SureClose Course Outline
This is a hands-on class on how to setup and use SureClose. In this class the user learns how to setup and configure the application. It will involve setting up users, assigning security profiles, creating and using templates, branding your company's Web site and how to manage your production files in SureClose.

Day 1

• SureClose Introduction
• Creating a Process Flow
• Basic View: The lender, realtor, consumer interface
• Professional View: The title agent interface
  • Creating Files
  • Summary Page
  • Status Page
  • Managing Your Calendar and tasks

Day 2

• Professional View Continued - The title agent interface
  • Managing Documents
  • Your Inbox
• Managing SureClose System Setup
• The ?Corporate? tab
  • Company Information
  • Security Profiles
  • Users
• Understanding Your Profile
• Contacts
• Templates
  • Creating Templates
  • Parties
  • Tasks
  • Documents

Day 3

• Managing SureClose System Setup Continued
  • Templates
    • Creating Templates
    • Parties
    • Tasks
    • Documents
  • SureClose Integration
  • Document Libraries
  • ECOR
  • AIM for Windows Send Docs Setup
  • On-site visit to see SureClose Live Office Environment

Day 4

• Branding SureClose
• Getting Started Strategies
  • Office Implementation
  • Equipment Recommendations
• Marketing Strategies
  • Getting your organization enthusiastic and behind the project
  • Marketing to your lenders, agents and consumers