Канал: Open To Close

Workshop Wednesday - July 31, 2024

Workshop Wednesday - July 31, 2024

Workshop Wednesday - July 24, 2024

Workshop Wednesday - July 24, 2024

Workshop Wednesday - July 17, 2024

Workshop Wednesday - July 17, 2024

Workshop Wednesday - July 10, 2024

Workshop Wednesday - July 10, 2024

Workshop Wednesday - July 03, 2024

Workshop Wednesday - July 03, 2024

Workshop Wednesday - June 26, 2024

Workshop Wednesday - June 26, 2024

Workshop Wednesday - June 19, 2024

Workshop Wednesday - June 19, 2024

Workshop Wednesday - June 12, 2024

Workshop Wednesday - June 12, 2024

Workshop Wednesday - June 05, 2024

Workshop Wednesday - June 05, 2024

Workshop Wednesday - May 29, 2024

Workshop Wednesday - May 29, 2024

Workshop Wednesday - May 22, 2024

Workshop Wednesday - May 22, 2024

Workshop Wednesday - May 15, 2024

Workshop Wednesday - May 15, 2024

Product Tour

Product Tour

Workshop Wednesday - May 08, 2024

Workshop Wednesday - May 08, 2024

Workshop Wednesday - May 01, 2024

Workshop Wednesday - May 01, 2024

Workshop Wednesday - April 24, 2024

Workshop Wednesday - April 24, 2024

Workshop Wednesday - April 17, 2024

Workshop Wednesday - April 17, 2024

Workshop Wednesday - April 10, 2024

Workshop Wednesday - April 10, 2024

Workshop Wednesday - April 03, 2024

Workshop Wednesday - April 03, 2024

Workshop Wednesday - March 27, 2024

Workshop Wednesday - March 27, 2024

Workshop Wednesday - March 20, 2024

Workshop Wednesday - March 20, 2024

Documents on a Property

Documents on a Property

Task Pipeline

Task Pipeline

Reviewing an Intake Form Property

Reviewing an Intake Form Property

Property Tables & Segments

Property Tables & Segments

Dashboard Widgets

Dashboard Widgets

Smart Blocks in Email Templates

Smart Blocks in Email Templates

Email Templates Review

Email Templates Review

Intake Forms Settings

Intake Forms Settings

Intake Form Triggers

Intake Form Triggers

Intake Form Conditions

Intake Form Conditions

Intake Form Fields, Documents & Contacts

Intake Form Fields, Documents & Contacts

Tasks on a Property

Tasks on a Property

Task Templates

Task Templates

Task Card Options

Task Card Options

Pushing Tasks to Follow Up Boss

Pushing Tasks to Follow Up Boss

Document Templates & Settings

Document Templates & Settings

Review & Create File Roles

Review & Create File Roles

Contact Records, Connections & Properties

Contact Records, Connections & Properties

Contact Roles, Businesses & Groups

Contact Roles, Businesses & Groups

Adding Contacts to Properties, Emails, Texts & Smart Blocks

Adding Contacts to Properties, Emails, Texts & Smart Blocks

Navigating the Field Editor

Navigating the Field Editor

Field Types & Strategy

Field Types & Strategy

Workshop Wednesday - March 13, 2024

Workshop Wednesday - March 13, 2024

Workshop Wednesday - March 06, 2024

Workshop Wednesday - March 06, 2024

Workshop Wednesday - February 28, 2024

Workshop Wednesday - February 28, 2024

Workshop Wednesday - February 21, 2024

Workshop Wednesday - February 21, 2024

Workshop Wednesday - February 14, 2024

Workshop Wednesday - February 14, 2024

Workshop Wednesday - February 07, 2024

Workshop Wednesday - February 07, 2024

Workshop Wednesday - January 31, 2024

Workshop Wednesday - January 31, 2024

Workshop Wednesday - January 24, 2024

Workshop Wednesday - January 24, 2024

Workshop Wednesday - January 17, 2024

Workshop Wednesday - January 17, 2024

Workshop Wednesday - January 10, 2024

Workshop Wednesday - January 10, 2024

Workshop Wednesday - January 03, 2024

Workshop Wednesday - January 03, 2024

Workshop Wednesday - December 27, 2023

Workshop Wednesday - December 27, 2023

Workshop Wednesday - December 20, 2023

Workshop Wednesday - December 20, 2023

Workshop Wednesday - December 13, 2023

Workshop Wednesday - December 13, 2023

Workshop Wednesday - December 6, 2023

Workshop Wednesday - December 6, 2023

Workshop Wednesday - November 29, 2023

Workshop Wednesday - November 29, 2023

Workshop Wednesday - November 15, 2023

Workshop Wednesday - November 15, 2023

Workshop Wednesday - November 01, 2023

Workshop Wednesday - November 01, 2023

Workshop Wednesday - October 25, 2023

Workshop Wednesday - October 25, 2023

Workshop Wednesday - October 18, 2023

Workshop Wednesday - October 18, 2023

Workshop Wednesday - October 11, 2023

Workshop Wednesday - October 11, 2023

Workshop Wednesday - October 04, 2023

Workshop Wednesday - October 04, 2023

Workshop Wednesday - September 27, 2023

Workshop Wednesday - September 27, 2023

Workshop Wednesday - September 20, 2023

Workshop Wednesday - September 20, 2023

Workshop Wednesday - September 13, 2023

Workshop Wednesday - September 13, 2023

Workshop Wednesday - September 6, 2023

Workshop Wednesday - September 6, 2023

Workshop Wednesday - August 30, 2023

Workshop Wednesday - August 30, 2023

Workshop Wednesday - August 23, 2023

Workshop Wednesday - August 23, 2023

Workshop Wednesday - August 16, 2023

Workshop Wednesday - August 16, 2023

Workshop Wednesday - August 9, 2023

Workshop Wednesday - August 9, 2023

Workshop Wednesday - August 2, 2023

Workshop Wednesday - August 2, 2023

Workshop Wednesday - July 26, 2023

Workshop Wednesday - July 26, 2023

Workshop Wednesday - July 19, 2023

Workshop Wednesday - July 19, 2023

Workshop Wednesday - July 12, 2023

Workshop Wednesday - July 12, 2023

Workshop Wednesday - July 5, 2023

Workshop Wednesday - July 5, 2023

Workshop Wednesday - June 28, 2023

Workshop Wednesday - June 28, 2023

Workshop Wednesday - June 21, 2023

Workshop Wednesday - June 21, 2023

Workshop Wednesday - June 14, 2023

Workshop Wednesday - June 14, 2023

Workshop Wednesday - June 7, 2023

Workshop Wednesday - June 7, 2023

Workshop Wednesday - May 24, 2023

Workshop Wednesday - May 24, 2023

Workshop Wednesday - May 31, 2023

Workshop Wednesday - May 31, 2023

Workshop Wednesday - May 10, 2023

Workshop Wednesday - May 10, 2023

Workshop Wednesday - May 3, 2023

Workshop Wednesday - May 3, 2023

Workshop Wednesday - April 26, 2023

Workshop Wednesday - April 26, 2023

Workshop Wednesday - April 19, 2023

Workshop Wednesday - April 19, 2023

Workshop Wednesday - April 12, 2023

Workshop Wednesday - April 12, 2023

Workshop Wednesday - April 5, 2023

Workshop Wednesday - April 5, 2023

Workshop Wednesday - March 29, 2023

Workshop Wednesday - March 29, 2023

Workshop Wednesday - March 22, 2023

Workshop Wednesday - March 22, 2023

Workshop Wednesday - March 15, 2023

Workshop Wednesday - March 15, 2023

Workshop Wednesday - March 8, 2023

Workshop Wednesday - March 8, 2023

Workshop Wednesday - March 1, 2023

Workshop Wednesday - March 1, 2023

Workshop Wednesday - February 22, 2023

Workshop Wednesday - February 22, 2023

Workshop Wednesday - February 15, 2023

Workshop Wednesday - February 15, 2023

Workshop Wednesday - February 8, 2023

Workshop Wednesday - February 8, 2023

Workshop Wednesday - February 1, 2023

Workshop Wednesday - February 1, 2023

Workshop Wednesday - January 25, 2023

Workshop Wednesday - January 25, 2023

Workshop Wednesday - January 18, 2023

Workshop Wednesday - January 18, 2023

Workshop Wednesday - January 11, 2023

Workshop Wednesday - January 11, 2023

Workshop Wednesday - January 4, 2023

Workshop Wednesday - January 4, 2023

Workshop Wednesday - December 21, 2022

Workshop Wednesday - December 21, 2022

How To Get Open To Close for FREE by Using MoveEasy!

How To Get Open To Close for FREE by Using MoveEasy!

Workshop Wednesday - November 30, 2022

Workshop Wednesday - November 30, 2022

Workshop Wednesday - November 2, 2022

Workshop Wednesday - November 2, 2022

Workshop Wednesday - November 23, 2022

Workshop Wednesday - November 23, 2022

Workshop Wednesday - October 19, 2022

Workshop Wednesday - October 19, 2022

Workshop Wednesday - December 14, 2022

Workshop Wednesday - December 14, 2022

Workshop Wednesday - December 7, 2022

Workshop Wednesday - December 7, 2022

Open To Close & Follow Up Boss

Open To Close & Follow Up Boss

Workshop Wednesday - September 28, 2022

Workshop Wednesday - September 28, 2022

Workshop Wednesday - September 21, 2022

Workshop Wednesday - September 21, 2022

Workshop Wednesday - August 31, 2022

Workshop Wednesday - August 31, 2022

Assistantly VA Hiring Partnership

Assistantly VA Hiring Partnership

Workshop Wednesday - August 24, 2022

Workshop Wednesday - August 24, 2022

Workshop Wednesday - August 17, 2022

Workshop Wednesday - August 17, 2022

Using Forms Outside of OTC With Daniel Poston

Using Forms Outside of OTC With Daniel Poston

Workshop Wednesday - August 3, 2022

Workshop Wednesday - August 3, 2022

Workshop Wednesday - July 27, 2022

Workshop Wednesday - July 27, 2022

Workshop Wednesday - July 20, 2022

Workshop Wednesday - July 20, 2022

Workshop Wednesday - July 13, 2022

Workshop Wednesday - July 13, 2022

Workshop Wednesday - June 29, 2022

Workshop Wednesday - June 29, 2022

Workshop Wednesday - June 22, 2022

Workshop Wednesday - June 22, 2022

Workshop Wednesday - June 15, 2022

Workshop Wednesday - June 15, 2022

Workshop Wednesday - June 8, 2022

Workshop Wednesday - June 8, 2022

Workshop Wednesday - June 1, 2022

Workshop Wednesday - June 1, 2022

Webhooks & DocuSign - May 2022

Webhooks & DocuSign - May 2022

Trigger Pipeline

Trigger Pipeline

005: Connect TCWorkflow and Open to Close to Google Workspaces

005: Connect TCWorkflow and Open to Close to Google Workspaces

Loom, Nimbus, and Monosnap - recording and screen captures

Loom, Nimbus, and Monosnap - recording and screen captures

Smart Block with Categories

Smart Block with Categories

004: Setting up Your Organization & Users

004: Setting up Your Organization & Users

003: Navigating the Resources & Settings

003: Navigating the Resources & Settings

002: Setting up a Trial Account

002: Setting up a Trial Account

Adding a Field to API Calendar

Adding a Field to API Calendar

Contact Loops

Contact Loops

Task Triggers

Task Triggers

Transaction Default & Settings

Transaction Default & Settings

Connections

Connections

Document Templates

Document Templates

Triggers for FB

Triggers for FB

OTC Pricing

OTC Pricing

Smart Block Groups

Smart Block Groups

Getting Started Webinar

Getting Started Webinar

Task Triggers Webinar

Task Triggers Webinar

Intro to Intake Forms Webinar

Intro to Intake Forms Webinar

Advanced Intake Forms Session

Advanced Intake Forms Session

Email Templates, Merge Fields and Smart Blocks

Email Templates, Merge Fields and Smart Blocks

New Documents Features

New Documents Features

Tasks and Task Triggers

Tasks and Task Triggers

Task Pipeline

Task Pipeline

Follow Up Boss Contact Widget

Follow Up Boss Contact Widget

Follow Up Boss Deal Sync

Follow Up Boss Deal Sync

Follow Up Boss Connection and Content Sync

Follow Up Boss Connection and Content Sync

Smart Blocks and Smart Block Groups

Smart Blocks and Smart Block Groups

Contact Table

Contact Table

Property Table

Property Table

Fields Overview

Fields Overview

Onboarding #5: Email Templates with Merge Fields, Smart Blocks & Smart Groups

Onboarding #5: Email Templates with Merge Fields, Smart Blocks & Smart Groups

Adding Dates to API Calendar

Adding Dates to API Calendar

Managing Documents

Managing Documents

Managing Fields

Managing Fields

Managing Tasks

Managing Tasks

Wrapping Up

Wrapping Up

Assigning Document File Roles

Assigning Document File Roles

Date Contingency Options

Date Contingency Options

Managing Transactions

Managing Transactions

Health Bar Queue

Health Bar Queue

Assigning Contact Roles

Assigning Contact Roles

Assigning and Creating Contacts

Assigning and Creating Contacts

Text Messaging and Phone Numbers

Text Messaging and Phone Numbers

Manually Creating a One Sheet

Manually Creating a One Sheet

Creating Custom Fields

Creating Custom Fields

Managing Emails

Managing Emails

Creating One Sheet Templates

Creating One Sheet Templates

Splitting and Merging Documents

Splitting and Merging Documents

Create a New Property Transaction

Create a New Property Transaction

Field Templates

Field Templates

Property Templates

Property Templates