Course curriculum

  • 1

    Intro - 3 Main Ways to do a Closing

    • Intro - 3 Main Ways to do a Closing
  • 2

    1. Mobile Notary Closings

    • 1. Mobile Notary Closing Intro

    • 2 Hour Rapid Start Mobile Notary Training - Get up and Running Quick

    • 3 Hour Mobile Notary Training

    • Notary Docs and Signatures Needed Format
  • 3

    2. UPS STORE Closings

    • 2. UPS Store Closing - Intro

    • Live Training Session - UPS Store and Mobile Notary closings
  • 4

    3. USPS Priority Mail Package Closings

    • 3. USPS Priority Mail Package Closing - Intro

    • USPS Priority Mail Closing with Promissory Note

    • Mailing Docs via USPS with Prepaid Envelope Instructions
  • 5

    Close.io - CRM

    • Close.io Overview

    • Connecting 3 Main Emails in Close.com

    • Task - Add 3 Emails to Add to Close.io

    • Close.io - Adding a New Lead

    • Close.io Email Templates
  • 6

    Seller Smart View Order in Close.com

    • Seller Smart View Order in Close.com and P&S Agreement
  • 7

    Seller - Inbox

    • Managing Seller - Inbox
  • 8

    Seller - Follow Up

    • 4 Hour Seller Follow Up Training
  • 9

    Seller - P & S Agreement Needed

    • P & S Agreement Training for Acquisitions

    • Purchase and Sale Agreement Training - Acquistions
  • 10

    Seller - Waiting for Title Docs

    • Seller - Waiting for Title Docs
  • 11

    Getting Started - Daily Checklist

    • Transaction Coordinator - Daily Checklist and Overview

    • Daily Items Checklist - Download
  • 12

    Updates to Acquistions - Team Meeting

    • Updates to Acquistions
  • 13

    Drainage Lot Training and Due Diligence

    • Drainage Lot Training and Due Diligence Questions