Before you start customizing your account, take some time to review the details below which will assist with your general navigation and setup of your account.

Revisit this setup once you are ready to invite your team and agents to the system!

Organization & Users Overview

We hold weekly FREE group sessions on Tuesdays and Wednesdays to train users on how to customize and use their accounts. Below are the registration links for each of our group sessions and the order that we typically recommend users attend, as this is the order that we recommend users take when customizing their accounts.

This is the foundation of your account. Fields are used throughout the system to create and power your property. The more applicable the fields are to your state contract and business, the easier it is to use your account. Take some time and start customizing these first.

Think of who you communicate with during the transaction timeframe; these are the types of contacts that you will track in your Open To Close account. There are many automations around your contact management in Open To Close so once you know who you will be working with, learn the strategies on how to manage them in your account.

Most users are not sure what documents they would want to track in Open To Close and why. If this is a document that you need to send to anyone during the transaction timeframe or a document that your team will need to reference as they process their transaction, you likely will want to track it in Open To Close. Learn how to manage your documents in your account before customizing your templates.

Whether you are coming from another transaction management software or spreadsheets, most users have a rough idea of what they should be doing for the listing and under contract transactions. Gather any information you have on your current processes so you can use it as a guide when making edits to your tasks and task triggers.
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What type of correspondence do you plan on sending out of your account? Do you already have templates for these touch points? Start gathering any details on these touch points so you can easily add them to your email and text templates.

Learn how to create your properties in Open To Close and add your templates to power your transaction. Most users are going to use our Intake Forms and the conditional logic to create their properties. Other users who create their properties manually or through our API will use Property Templates. Learn how to customize these templates to your business needs.

Now that you have gotten here, review Using Open To Close again knowing all the work you just did! Learn how to manage and run your transactions in Open To Close. We’ll also show you how to create Tables and Segments, best practices for using the Task Pipeline, and more!

There are times when you have more advanced questions or are looking for a general Q&A time to pick our experts' brains on how to set up and use your account. Every week we also have a Workshop Wednesday, which is an hour of open Q&A that all our users can attend.

After you complete the initial round of customization in your account, you will want to take time and test everything. When users get to this point of their setup, they should expect to see things that they like and some parts in their process that they want to adjust.

Use this time as you are testing to make notes on what you like and what is not working in your flow, so you can use these notes to improve your account. Most users will continue to improve things as they use their account over time!

During your testing and refinement, expect to spend time learning how to do the following:

Once your templates have been tested and refined, you are ready to start using your processes live! We recommend starting with one to two live transactions at a time, or per person, so your team can get used to the front end. As your team feels comfortable, start adding in the rest of your files.

Continue to attend any and all Group Sessions at this point, but make sure your team has attended our Group Sessions: Using Open To Close 101 to learn our best practices for the front end. Most clients will take these classes multiple times as we cover a lot of information; we also can provide previously recorded sessions if needed.

Now that you've customized your Open To Close account, lets take a quick moment to make sure we have all of your integrations connected and set up. We have many native integrations in Open To Close. Some are for your emails and others are for syncing data like your fields, contacts, and documents.

Determine which integrations your team will use and set up the connection to them under your Apps & APIs page in Open To Close. Once your integrations are connected, start testing how you will use them.