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Description
The SureClose® transaction management system simplifies your workflow and enhances collaboration with our team. This platform allows all involved parties to work together online, ensuring that information is accessible swiftly and providing several advantages. You can review and electronically sign documents that do not need a notary before the closing takes place. Additionally, you will receive Weekly Summary Reports outlining the activities from the past week. Clients can access their documents securely through a password-protected website or via an emailed secure link to their SureClose account. Moreover, you can archive closing files within the SureClose platform for easy document storage or opt to receive a CD containing all relevant documents at the closing. This streamlined process ultimately improves efficiency and communication throughout the transaction.
Description
Hurry up and get started, as you won't want to spend time creating a sandbox site manually. Of course, if you're exceptionally skilled, you might want to adjust a few additional settings, which we will discuss further down. Provide your clients with access to their developing site through a web-based URL that they can view from their own devices. However, you can maintain confidentiality by utilizing our password-protection feature, ensuring that unintended visitors do not mistakenly interact with the wrong site for transactions or other actions. Since your live site is secured with SSL, it's essential that your staging site is similarly protected. Perhaps you’re considering switching your live site to SSL and would like to test the waters first; whatever the case, we've got you covered. SSL is included for all staging sites. One of the standout features of our staging plugin, which is not available elsewhere, is its ability to merge databases seamlessly. This means that when you transfer your staging site to your live domain, your existing content will remain intact. With this functionality, you can confidently iterate on your projects without the fear of data loss.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$99 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Stewart Realty Solutions
Website
www.sureclose.com
Vendor Details
Company Name
WP Stagecoach
Country
United States
Website
wpstagecoach.com
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Web Design
Autocompletion
Collaborative Editing
Content Management
Drag & Drop
Element Libraries
Programming Language Support
Syntax Highlighting
Templates
