Welcome to Our Help Center!
http://preclose.com/
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Creating Your Team
Getting Started
Setting Up Your Profile
Templates
Client Experience
Ultimate Client Experience
Decision Pages
Branding
Permissions
Integrations
Dotloop
Working a Transaction
Intake Workflow
Milestones and Tasks
Email & Communication
GO!
Creating Your Team
GO!
Contacts
GO! FAQs & Upcoming New Features!
Billing
Back to home
Welcome to Our Help Center!
Creating Your Team
Getting Started
Setting Up Your Profile
Templates
Client Experience
Ultimate Client Experience
Decision Pages
Branding
Permissions
Integrations
Dotloop
Working a Transaction
Intake Workflow
Milestones and Tasks
Email & Communication
GO!
Creating Your Team
GO!
Contacts
GO! FAQs & Upcoming New Features!
Billing
Creating Your Team
Add your team to Preclose and choose when to collaborate.
How to Add a User
How do I add my agents to GO?
Can I set a default coordinator for my files?
Can my agent see my files?
Can I resend an invitation to a user?
GO!
How do I allow my agent to view information but restrict them from being able to edit any of the information?
What are the various roles that I can assign to my users?
