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Support Center
Intake Workflow
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
Calendar
Email & Communication
Email
Chat
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
Intake Workflow
Learn how to transform your Intake process, including customizing your workflow.
How do I add a transaction in Preclose GO?
What happens if I skip a question on the intake form?
How do I customize my intake questions?
