Webinar.ClosersChoice

Fantastic Contacts and how to Add/Find them in your File

Everyone knows what an Address Book is; in this webinar, we cover why using the address book in Closers' Choice will speed up your order entry process and ensure you always have the contact information in your file readily accessible.

All About the Main Screen

Ever wonder why there are so many buttons on the main screen of CC or how the systems know what options you see? In this webinar, we will cover the flow of the main screen in CC and office/personal settings, and using lists can help your overall workflow.

Generating and Building Reports in Closers’ Choice

Do you want to know what reports you can generate in Closers’ Choice? We covered how to generate the reports that are already in the system and also how to create your reports in Closer’s Choice.

Is your Closers’ Choice Secure?

This webinar covers the various ways in Closers’ Choice that you can have added security to have peace of mind that your system is protected from unauthorized log-in attempts. We will walk through added security to limit users to certain program areas and Web Clients Multifactor Authentication (MFA), adding another layer of protection when accessing the program. (MFA is an add-on feature to Closers’ Choice).

Using Templates for Emails and
Text Message in Closers’ Choice

Learn how to create email and speed text templates in Closer's Choice to save you time using these features in the program.

Setting Defaults and using Lists

We will cover in this webinar how to use office defaults and the lists menu to cut down on data entry in Closers’ Choice.

Ask Closers' Choice

Do you have a question you have always wanted to ask but didn't know how? Or is there an area of the program you have always wondered about? This Webinar will answer some of the questions you might have had about the program.

Help Us Help You

When you need help with Closer's Choice, do you know the best way to request it? In this webinar, our special guest Morgan Hunter, our Lead Client Services Rep, will be joining us to discuss how to reach out to our support team so that they can assist you most productively and efficiently.

Closers' Choice Dashboard

Are you looking for a quick and easy way to keep up with your files in Closers’ Choice? This webinar will cover the benefits of using the Dashboard to track required items on a file and how you can build a customized task list to keep up with the file closing process.

Automatic Review feature with Closers’ Choice

Do you understand the value of online reviews but are too busy to ask for them? This webinar will cover a new feature that allows the system to send an automated review request to the parties on your file.

Data Call Report in Closers’ Choice

In this webinar we will cover what is needed in your files to be able to generate a report in Closers’ Choice to assist you in compiling your numbers for the Data Call Report.

Processing 1099-S in Closers’ Choice

To be able to submit your 1099's to Closers' Choice this webinar will walk you through the steps of generating the 1099 in the system, running 1099 missing information reports, and submitting them to Closers' Choice so we can file on your behalf.

Creating Base Files in Closers' Choice

Do you charge different fees for different types of closings? Do you have customers that you work with and you're tired of typing in their information multiple times? This webinar will walk you through how to create and use Base Files to cut down on the data entry process.

Closers' Choice Cloud Based Software

Do you house your own data and wonder what the difference is if you migrated up to the Closers' Choice cloud-based software? This webinar will explain the difference and the advantages of moving to the cloud.

Staying Informed with Reports

There are so many reports that you can run in Closers' Choice. The sky is the limit on the information you can pull from the system. This session will show you what reports are already available and how to customize your own.

Emailing out of Closers' Choice

This session will walk you through emailing out of Closers' Choice as well as attaching files to those emails. This feature will save you time and keep all your emails in one place.

Ask Closers' Choice!

In depth Q&A session with our clients on various areas of Closers' Choice.

It's 1099 Season! How to Create and Transmit your 1099s to Closers' Choice

Learn how to generate 1099s, work with 1099 reports, and transmit 1099s. Plus, Closers' Choice will submit them to the IRS on your behalf.

Dashboard Revisited

This webinar will demonstrate how to use the Dashboard in Closers' Choice to keep up with your file process and important critical dates in the system.

Closers' Choice & Safe Escrow

In this webinar, we will demonstrate the integration with Safe Escrow to make your life easier.

Closers' Choice Address Book

Learn our tips on the best way to maintain your address book and also how it will benefit you when entering in contacts/payees into the system.

Emailing Out of Closers' Choice

Did you know you can email out of Closers' Choice? In this session we will walk you through setting up your email and the advantages of emailing out of system.

Running Reports

Learn how to run reports that are already in Closers' Choice and how to generate your own reports.

Closers' Choice Workup

This webinar will walk you through the process of using your Workup to make sure that your file will be balanced.

Using Lists Can Really Speed Things Up

This webinar will walk you through how to edit your drop down menus in Closers' Choice and explain why it is so important.

Closers' Choice File Creation

This webinar will walk you through opening a new file, copying files, and renaming files.

Creating and Submitting Your 1099s