Beth's Online Transaction Management Blog

When we begin our work with real estate agents, we build their transactional templates in our online transaction centerand then process their files according to those templates.  In order to maintain control of the transaction, we process the online transaction while giving the agent full access....

Have you ever been in an appointment and found your mind wandering with worry of how many people are trying to reach you and how long it is going to take you to answer all of their voicemails?  I have found over time that the more accessible you can be, the better you will ultimately manage your ...

When working with a team it is imperative that you work together through the thick and the thin of all circumstances.  We have a saying in our office that is the first rule that new team members learn and are expected to practice from the moment they start: NEVER throw a team member under the bus...

I write about online transaction management all the time.  It is what I do.  It is what I know.  For the past few years, it has become a huge part of what I am.  Most of the time, when I write about online transaction management, I fear that most agents are just reading blah, blah, blah with thei...

Today, I am sitting on my living room couch enjoying pure chaos around me.  My 13 year old niece is visiting from Texas and watching her with my kids is pure joy.  What, time with the family??  But IT IS A WORK DAY!! Ah, this takes me back to the days where I was completely overwhelmed managing 2...

Did you know that you can email the Summary page and the Terms page from your file as an attachment?  I would love to think that all parties to each transaction diligently log in to SureClose to find the information that we have so carefully entered into the file.  I am a realist, though.  Many y...

I don't like to rant.  I like to stay positive, I like to educate, I like to contribute to the betterment of the people around me.  Some days that is harder than others.  We currently have a transaction that my transaction team is processing that I was called in to assist on.  That usually means ...

Have you ever completed a paint-by-numbers picture?  Until it is entirely filled in, it isn't complete.  It just doesn't look right until all the numbers with their corresponding colors are shaded.What if your transaction were a paint-by-number picture?Realtors = 1-BlueEscrow Officer = 2-RedLende...

I am happy to report that we currently have 21 transactions in escrow. (We've already closed 12 others this month).  We also have around 70 listings on our current inventory.  Guess what we did today....We spent a beautiful and fun day out in the sun at hole number 13 at the Santa Clara South Cou...

This is one of my favorites:  If you have a listing that sells (we all hope for these) and you convert your listing file to a closing file, SureClose will keep these files linked to each other.  I love that the listing file stays intact so that if the closing transaction falls through, you can re...