Getting Started
By popular request, we've created the step by step process you need to take to get started using Preclose GO!, including articles and videos.
See all articlesSetting Up Your Profile
Quick tips for setting up your account profile.
- How to Set up Your User Profile
- How do I add my headshot or logo to my profile?
- Can I add the profile picture for my agents?
Templates
Streamline your process through templates.
- Can I create templates for my milestones, tasks, and dates?
- Can I add custom date calculations and emails into my Transaction Templates?
- Does GO! offer transaction templates?
Client Experience
Engage your clients by showcasing the information that matters most to them during the transaction!
- Is the Client Experience available on all plans?
- How do I give a buyer or seller access to the Ultimate Client Experience?
- How do I update the branding (logo & colors) on the Ultimate Client Experience?
- What are Decision pages and how do I set them up?
Integrations
Easily connect your existing software with Preclose GO!
- How do I activate the Dotloop integration?
- What can I do with the Dotloop integration?
- Do you have any videos on the Dotloop integration?
Working a Transaction
Use the simplicity of Preclose to easily work a transaction with filters, block and tackle, and customizations.
- How do Smart Views help me customize my workflow?
- Can you assign more than one transaction coordinator to a company or file?
- How do I add a property photo to my transaction?
- Can I manage a listing in GO?
Intake Workflow
Learn how to transform your Intake process, including customizing your workflow.
See all articlesEmail & Communication
Manage all your communications in one place, including emails and chats.
- What are @tokens and how do I use them in an email?
- How do I fix the error when I try to set up my Gmail email integration?
- How do I add an email template?
- How do I add my email signature?
Creating Your Team
Add your team to Preclose and choose when to collaborate.
- Can my agent see my files?
- Can I resend an invitation to a user?
- Can I set a default coordinator for my files?
- How to Add a User
GO! FAQs & Upcoming New Features!
Frequently Asked Questions and Upcoming New Features
- Does Preclose GO! have a YouTube channel?
- How do date calculations work?
- Can you text from Preclose GO?
- How do I explain Preclose GO! to my agents, and get them using the platform?