- Karen Rogers
The Best Features of 2021: A Preclose Year In Review
What do you get when you cross an overzealous team of software developers with a hot real estate market? Tons of new features!
This past year has been absolutely wild for the real estate community. With no signs of slowing down in 2022, we've made it our mission to proactively focus on building new features that help you elevate the client experience and close better.
In case you missed anything, here are some of our favorite feature launches from 2021!
Test drive the new features and see them in action! Find out how Preclose GO! makes the closing experience unforgettable with a free 14-day trial.
Our Top 5 Features of 2021
Top Product Releases of 2021
It’s no secret that success in real estate begins and ends with happy clients.
In this industry, transactions require a ton of steps and details to get through the process, often leaving both clients and professionals struggling to stay organized and on task.
Our team has spent the last year working hard to understand the needs of both your business and your clients to proactively create a client-first transaction coordinator system that meets everyone’s needs.
With this, comes new features! 🎉
There were so many great new releases in 2021, it’s hard to pick favorites! But we gave it a try and here are our team’s top picks on the new Preclose features you definitely don’t want to miss.
1. The Ultimate Client Experience
With the Ultimate Client Experience, you can control all of your client's deadlines and needs throughout the entire transaction. Clients will have access to everything in one place, with full access to view their progress whenever they want to.
Transaction Progress Reports
Real estate transactions have a ton of steps. Our transaction progress report will help empower your clients to stay informed and on track throughout the entire process. Clients can quickly log in whenever they want and see any new progress, action items, and more!
It’s important to keep your communications on-brand with your clients. Customize color schemes, logos, and more to help reassure your clients they are getting communications from people they can trust.
It’s easy to feel like a broken record when dealing with multiple clients. You’re constantly sending the same information, articles, service providers, etc. Decision pages are a great place to share content via text or video, so you can get your message across without having to repeat yourself.
2. The New Chat Experience
The feeling of being constantly interrupted with emails, texts and phone calls can be really distracting.
With at least 15 people involved in a single transaction, organization is key to creating meaningful conversations without making people feel like you’re rushing them off the phone.
Keep everything in one place with the new Chat Experience, so you can keep the focus on developing meaningful relationships with clients.
Combine Communication Channels
Communication preferences are going to vary client to client. Some will only answer phone calls, while others will avoid the phone like the plague.
Preclose’s chat experience combines all your conversations in one place. Easily jump between transactions with a slick, “Slack-like” experience.
Your clients are going to be sending you lots of sensitive information.
Social security numbers, bank information, the occasional overshare about their cousin who went to Hawaii last spring, etc. Sharing this information over email or text leaves you and your clients vulnerable to cyber attacks.
Preclose keeps everything safe and secure, so your clients can confidently send you documentation (and gossip 😉) without concern.
Did Someone Say Gifs?
Real estate transactions are exciting! These are major milestones in your clients’ lives.
The more your communication reflects a real connection, the stronger the bond will be between your clients and your business. Try spicing up conversations with videos of something fun happening in a new neighborhood. Send photos of a home as you drive past. Celebrate milestones with gifs, and of course, attach documents.
3. A Better Way to Manage Contacts
With our recent updates, you can now access and manage your contacts easier than ever before!
We know how important it is to be able customize your contact information, so we've been working on giving you more control.
Here are some of the changes we’ve implemented with contact management:
Clicking on the “Contacts” link in your top navigation bar will take you to a list of all contacts, where they can be viewed and managed all in one place.
In order to make it easier, we reorganized the top-level navigation bar by putting transaction-related items on the left, and communications settings towards the right.
Now you can easily search for both contacts and transactions from global search!
The new contact profile page is a great way to see all of your transaction details with a specific contact, in one place. You can access it from either the contacts list or global search.
4. New and Improved Calendar Integration
When you’re juggling between your work to-do list, inbox and calendar, it's easy for things to get messy.
Updates to our calendar integration help you manage your upcoming meetings, appointments, deadlines, and tasks in one place.
Our Calendar View allows you to filter all of your data — including deadlines, tasks and appointments. You'll be able to quickly identify any important events or tasks that may otherwise get lost in the mix.
Quickly Send an Invite
Being able to connect multiple email accounts and calendars makes scheduling easy, but we take it a step further and allow you to send an invite right from the app.
Connect your email and calendars
Whether you use Google, Yahoo, or Outlook, we have you covered. You can connect your email and calendar accounts in as little as 3 steps. Once your accounts are connected, they will default to a “private” setting unless you decide to change it. Watch the video to learn how!
5. Features to Prioritize (and Auto-calculate) Deadlines
Missing even a single deadline in real estate can be devastating to the entire transaction.
Things running even a week off can be the difference between a family moving into a new home and having to spend another week with the in-laws waiting to move in. We’ve put additional resources into helping you better manage deadlines and expect the unexpected.
We know that you can't always get a hold of who you need to on the weekends, so we've introduced an option called "Safe Calendar" to more accurately calculate deadlines when they fall onto Saturday or Sunday and need push-to Monday. This allows a bit of a buffer with important deadlines.
With sorting status, you decide what tasks you want to see first. Completed tasks will sort to the bottom of your checklist either by status or date sorting. This keeps the tasks that need to stay top-of-mind at the top of your list.
Real estate is an ever-changing industry, so we have to be too!
With PrecloseGO! you don’t just get tools that are helpful right now, you gain access to a transaction coordination system that’s going to evolve with your needs. Our team is constantly conducting research to stay on top of new trends in the industry and proactively create solutions to help you deliver a better experience for clients.
Finally, we’d like to thank our own amazing clients. So many of these updates have come directly from suggestions you made and we simply couldn’t have done it without you.
If you have feedback to share on updates you’d like to see in the future, be sure to let us know! And here’s to another amazing year!
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