Agent Portal - Each agent that you add to your Open To Close account will have their own free Agent Portal. This allows them to submit Intake Forms and keep track of any transactions they are a part of.

API Key - These are specific keys that allow you to integrate other software with Open To Close.

Client Portal - Anyone that you want to have limited access to Open To Close can have a free Client Portal. This will let them see any transaction they are a part of.

Conditions - These are for specific actions that have to be met before the trigger, task, or smart block can be processed.

Contact - A Contact is anyone in the system that you want to be a part of the transaction. This can be the buyer, seller, home inspector, etc.

Contact Role - You will assign a role for each contact. Roles are used in the transaction to determine who the emails go to, who the tasks are for, what contacts are on the different transactions, etc.

Contingency - This means that the trigger or task is relying on another action before it can be completed. For example, send an email to the home inspector two days after the inspection date.

Dashboard - The Dashboard is your home base where you can see the Property History, Contact History, Intake Form Submissions, Unapproved Documents, and Triggers By Priority.

Default Organization Settings - These settings are for the entire organization. Making changes to them will change the settings for all users.

Field - A Field is used to show the different information in a transaction. These can include the street address, city, state, and zip code or things like the earnest money amount, inspection date, type of transaction for the property, etc.

Field Editor - The Field Editor is where you will go to edit the Fields. You can also put fields into sections inside of groups.

File Role - The File Role is used to identify the different types of files needed in a transaction. For example, you can add the File Role of Inspection Report so the user working on the transaction knows they need to get that report and assign it to that File Role.

Filters - This is where you can create or delete Contact Roles, File Roles, Businesses, Groups, Lead Sources, Contact Tags, and Message Tags.

Global Settings - The Global Settings is where you can update any of your settings. These include the following: Personal Settings, Task Settings, Note Settings, Text Settings, Calendar, Gmail Settings, Google Drive Settings, and any setting for our integrations.

Health Bar - This appears next to any property listed on the Dashboard if you are using the Property History widget. It also appears on the Property page and in the upper right corner when you're in a specific transaction.

Intake Form - This is a form you create using fields, documents, and contacts that your agent's fill out when they have a new transaction. You can also automate the intake form by using conditions and triggers.

Integration - An integration is when one software connects to another software. Currently, Open to Close integrates with the following softwares:

Merge Field - A merge field is a placeholder that automatically pulls in the information needed for that field. This is helpful when sending emails and you don't want to have to type out the property address each time. You can use the merge field for the that instead.

One-Sheet - One-Sheets are a great way to keep all of your contacts in the loop with where the transaction is at. You can customize the One-Sheet to show the specific information you want the contact to see and even have it set up to send out automatically.

Parent/Child - This refers to tasks or conditions that rely on another task or condition in order for it to be completed.

Portal - Portal refers to the access that agents and contacts have so they can keep up to date with the transaction.

Property - A property is a transaction. You can either create one manually or create one through an intake form.

Tables - If you need to create a filtered list of properties or contacts, you can do so by creating a Table. This can be used at any time to see the information you filtered down.

Task - Tasks are what keep the transaction moving forward. They are used to prioritize what needs to be done and when.

Teams - You can assign users to different teams so they can be a part of the various transactions you have.

Templates - There are a number of different templates that are used to help automate the different parts of Open To Close. Here is a list of those templates:

Triggers - Triggers allow you to set up automation throughout the transaction. They can send an email or text, add or remove a field, a field section, or a template. Here are the different types of triggers:

Segments - Segments are used with Tables. You can create a Table and then further funnel it down to create a new Segment.

Smart Block - Think of this like a merge field but for a group of text that helps fill in missing information based on a condition. For example, you can have a smart block to add all of the lender's information based on the condition that the contact role of lender is present in the property. If the lender is present, the smart block will be used on the email.

Snapshots - These are used when filtering down your tasks or triggers. Once you have filtered down what you need, you can click on the Snapshot button to save it as a filtered list you can view at a later time.

User - These are team members that have access to the features in Open To Close under their own profile. You can set different permissions for your users based on what they need to see. User seats cost an additional fee depending on the pricing plan you are on.