
About Your Presenter

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.
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How transaction management can improve operations |
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This WebEx 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.
 Full details
Event Date
01/20/2009 
Discussion Topics
Reduce Costs
- Move documents online once and then never pay for another copy, fax, courier or FedEx again
- Reduce shipping costs
- “Go Green”: aside from paper and shipping costs and trees saved along the way, SureClose also allows brokers to save money on office overhead costs with the ability to work remotely or anywhere with 24/7 internet access
Increase Efficiency
- SureClose helps you improve back office efficiencies
- Streamline processes by moving information digitally in the organization
Reduce Liability
- Protect your business with the ability to monitor for compliance (possibly reducing E&O insurance costs)
Increase Customer Satisfaction
- Offer an elevated level of service for both your agents and their clients
Enhances communication and collaboration between all parties
- Your agents and staff can communicate and collaborate through the Internet with all the parties involved in the real estate transaction online 24/7.
- All authorized parties involved in the transaction can view documents, perform tasks, view the schedule of events to take place, as well as track the status of the transaction.
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Going paperless – are you ready? |
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This WebEx is designed to outline the benefits of paperless real estate, identify the necessary steps to becoming paperless, and to determine whether or not becoming paperless fits within your current business plans and practices.
 Full details
Event Date
03/11/2009
Discussion Topics
Benefits to being paperless
Whether it is cutting your expenses or increasing your productivity, operating paperlessly can bring innumerable benefits. We’ll identify several of these benefits and how they may be realized.
Steps to being paperless
Becoming paperless is a process. We’ll outline the steps you will need to take as you progress toward a paperless business model.
Hardware
There are plenty of tools available to enable you to run a paperless operation. We’ll explore these products and identify which are necessities and which are niceties.
Software
The real estate industry offers several different types and brands of software that can meet your business needs. We’ll identify differences in several of these real estate software programs to assist you in deciding which ones are right for your business.
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Liability and limitations |
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This WebEx is designed to illustrate how SureClose can provide to increase documentation and overall compliance within your real estate transactions reducing your liability.
 Full details
Event Date
05/06/2009 
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
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Agent recruitment |
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This WebEx is designed to provide you with creative ways to use SureClose as an agent recruitment tool. A good transaction management system should provide more than just internal organization, it should elevate your marketing capabilities and overall visibility, as well as increase agent effectiveness.
 Full details
Event Date
07/15/2009 
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
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Building customers for life |
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This WebEx is designed to outline key factors of customer satisfaction and retention with SureClose used as the primary means of document delivery both throughout the transaction process and beyond the close of escrow.
 Full details
Event Date
09/16/2009 
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
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