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How do I explain Preclose GO! to my agents, and get them using the platform?

Get your agents GO-ing and save time!

You want to save time and make it easy for your agents to submit files to you online. At the same time, you know that agents don't want to do one more thing that takes them away from generating business. 

With Preclose GO! your agents can submit their transaction to you in an easy way via chat!

The first thing you'll want to do before you share access to Preclose GO! with your agent, is to make sure you are set up as the Default Coordinator on your account. As a Default Coordinator, whenever your agents submits a file to you, you'll instantly be notified. 

Next, you really want to get the agent excited about the possibility of giving them transparency into the status of the transaction. Communicating the value to the agent is critical to getting them to bookmark Preclose GO! on their phone and beginning using the Intake Workflow to send you files instantly!


Sample Email:

Hi <Agent Name>

I'm super excited to partner with you on managing your transactions and providing a superior client experience. As you know, I use the most innovative software on the market to coordinate your transactions. It allows me to provide a personal touch to each of your transactions, as well as provide you with insight into how the transaction is going.

Well, good news, you can now hand-off your file to me using Preclose GO! Using their super easy chat-like experience, you can send me the details I need to jump on the file. We'll avoid the back and forth that comes with our current process and give us both time to focus on getting more deals done. 

Look at how easy it is!

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Please expect an invite from me shortly to get logged in. From there, you'll be able to see your files and easily submit files to me. 

And, best of all it is mobile friendly. Bookmark Preclose GO! on your iPhone or Android, and voila you are all set.

The bottom line is the faster you transfer a file, I can get to work quickly and efficiently. And we all know that equals a better experience for everyone. Let me know if you have any questions!



If you have any questions, reach out to our support team! Let's get your agents submitting files through your new Intake Experience!