SureClose - MLS / Associations Webcast Series

About Your Presenters

Beth Young
Director of Account Management / Realty Segment

Carl Espy
Vice President, Business Development

Beth Young
Director of Account Management / Realty Segment

As Director of Account Management for the Realty Segment of PropertyInfo Corporation, a Stewart company, Beth is responsible for working with existing customers to maximize their benefits of using SureClose. Over the past year, Young has closely monitored the sales and realty implementation teams for added support as well as hosted monthly user group meetings to provide SureClose customers with system information and usage tips.

Beth has been a SureClose user since 2002 and has been involved in transaction management business for over 15 years with experience as an escrow officer and Operations Manager for a Northern California real estate brokerage. Prior to joining PropertyInfo Corporation, Beth co-founded and served as Vice President of Realt-eTransAct, providing transaction support to over 30 real estate offices in the western United States.

Young holds a bachelor of arts in business administration from Trinity University.

Carl Espy
Vice President, Business Development

Carl Espy has been a senior level executive within the real estate franchise and relocation industries, having been a founder of both the Coldwell Banker and Prudential residential real estate franchise networks. Within his various roles throughout his thirty year career, Espy has been an integral force in the development and deployment of industry-wide business management solutions and fully understands the issues and concerns of real estate practitioners.

Espy is responsible for building and managing a team to sell and to deploy SureClose® into the residential and commercial real estate marketplaces as well as to multiple listing services, lenders, home builders and other business lines that are dependent on reliable, high-volume business process/transaction management and document control.

Espy earned an MBA from the University of Alabama in 1975 and was a practicing CPA in Alabama and California until 1978 when he joined Coldwell Banker Corp. in Los Angeles. He then became one of a small group of entrepreneurs in 1980 to found Coldwell Banker Residential Affiliates, Inc. In 1987 he left CBRA to create Prudential Real Estate Affiliates, Inc. where he held the position of Senior Vice President of Operations. More recently, Espy held executive roles at GMAC Global Relocation Resources (a subsidiary of GMAC Home Services) and Weichert Relocation Resources, Inc. Espy is a Vietnam veteran having served in the U.S. Army from 1970 through 1972. Espy also holds a real estate license in the state of New Jersey.

Overview

Why your association or MLS should consider TM as a sponsored member benefit: This seminar is designed to explore the benefits of transaction management including cost reductions, increased efficiency, reduce liability and monitor for compliance, increased customer satisfaction and enhanced communication and collaboration between all parties in the real estate transaction.

Event Date
2/17/2009

	Benefits of Sponsorship
	Summary of what was covered in previous programs within this series Why sponsor a TM deployment? What are the benefits to the membership? What are the benefits to the association or MLS? How would your association or MLS succeed where others have failed? Event Date 4/15/2009 Discussion Topics System Security • How secure is your document and file storage? • Could your business survive if disaster strikes? • How quickly can you access closed files? Transaction File Compliance • Having the document in your file isn’t enough • SureClose can prove when you received the document, who you’ve sent it to, who has viewed it, and all modifications • Manually logging your conversations and correspondence isn’t practical and isn’t “bullet proof” Compliance Benefits • Satisfied clients feel protected and informed • Reduced E&O insurance costs close

	Deployment
	Summary of what was covered in previous programs within this series How would SureClose be deployed to our membership? What resources are required? What are the relationships needed to ensure success? What ongoing support programs should be implemented Event Date 6/17/2009 Discussion Topics System Security • How secure is your document and file storage? • Could your business survive if disaster strikes? • How quickly can you access closed files? Transaction File Compliance • Having the document in your file isn’t enough • SureClose can prove when you received the document, who you’ve sent it to, who has viewed it, and all modifications • Manually logging your conversations and correspondence isn’t practical and isn’t “bullet proof” Compliance Benefits • Satisfied clients feel protected and informed • Reduced E&O insurance costs close

	The Costs
	Summary of what was covered in previous programs within this series What are the costs? What are the alternatives in financing the deployment of TM? What’s the return on effort and on investment? Event Date 8/12/2009 Discussion Topics Establishing Your Company Image • What image do you want your company to represent? • SureClose can help you deliver that image to prospective agents • Support your agents to meet the standards of the image Attracting Agents That Fit with Your Image • Practice what you’ve preached • Earn your reputation through consistency Keeping Your Agents Satisfied • Support your agents through technology • Provide the tools that will enable your agents to succeed Helping Your Agents Satisfy Their Clients • Help your agents provide consistency • Your company’s reputation rests in the hands of your agent close

	Choosing a Provider
	Featuring Guest Speaker - Ron Lamee, Vice President Information Services, Arizona Association of REALTORS® Summary of what was covered in previous programs within this series Identifying and qualifying the product Identifying the provider Assessing the “staying power” of the provider Assessing the quality of the provider partnership Defining success Assessing your joint commitment to success The role of the brokerage in the partnership Download Case Study Event Date 10/14/2009 Discussion Topics Capturing the Client • Your company needs visibility in the places where it counts the most • Provide the tools that will allow your agents to put their best foot forward on presentations • First impressions set the tone for the client relationship Exceeding the Client’s Expectations Throughout the Transaction • Offer an elevated level of service • Consistently deliver what you’ve promised Keeping in Touch • Agent/Client doesn’t end at closing • SureClose can deliver contact with your client long after the transaction closes • Whether your client will be involved in a transaction now or well in the future, keep them coming back for more Gaining Repeats and Referrals • Establish your company as the client’s “go to” resource • Provide service they want to tell their friends about close


Click here to preview a demonstration of the topics covered in this webcast series.

About Your Presenters

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