Welcome to Our Help Center!
http://preclose.com/
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Client Experience
Getting Started
Setting Up Your Profile
Transaction Templates
Transaction Template Setup
Details, Dates & Document Templates
Milestones
Reminders
Client Experience
Client Experience
Sharing Settings
Decision Pages
Integrations
Dotloop
Skyslope
API
Email & Communication
Chat
Email
Working a Transaction
Task Management
Smart Views
Intake Workflow
Creating Your Team
Add a User
Roles & Permissions
Contacts
GO! FAQs & Upcoming New Features!
FAQs
Billing
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Welcome to Our Help Center!
Client Experience
Getting Started
Setting Up Your Profile
Transaction Templates
Transaction Template Setup
Details, Dates & Document Templates
Milestones
Reminders
Client Experience
Client Experience
Sharing Settings
Decision Pages
Integrations
Dotloop
Skyslope
API
Email & Communication
Chat
Email
Working a Transaction
Task Management
Smart Views
Intake Workflow
Creating Your Team
Add a User
Roles & Permissions
Contacts
GO! FAQs & Upcoming New Features!
FAQs
Billing
Client Experience
Engage your clients by showcasing the information that matters most to them during the transaction!
Client Experience
Is the Client Experience available on all plans?
What does the Client Experience look like?
How do I give a buyer or seller access to the Ultimate Client Experience?
I sent an invitation to my buyer/seller to access Preclose GO! What phone number displays to the client with the text invitation?
How do I update the branding (logo & colors) on the Ultimate Client Experience?
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Sharing Settings
How do I control what the buyer or seller has access to?
Decision Pages
What are Decision pages and how do I set them up?
