We have a few ways to help you get started.
Get started with Preclose GO! These 4 videos will help you get your system set up and ready to add your first transaction!
1 - Getting Started: Creating a Transaction Template
2 - Preclose GO! Email Templates using Smart Token @token
3 - Preclose Intake Workflow Process
4 - Setup your User Profile, Email Integration and Add Users on Preclose GO!
If you are a visual learner, more videos can be found on the Preclose GO! YouTube channel!
Facebook Mastermind Community
Join the Preclose Mastermind community on Facebook and surround yourself with Preclose GO! power users. The recently launched group will connect you with transaction coordinators, brokers, agents, and team leaders that are looking for best practices in coordination and client experience.
When logged into Preclose GO! follow the slide-out prompts to help you get started.
You can always reach out to support via email firstname.lastname@example.org.