Top Producer® 8i CRM: Editing a Closing
Once you’ve created a closing record, you can go back and edit any of its details. To open a closing record, go to the Listings & Closings main menu icon […]
Read More...Top Producer® 8i CRM: Adding and Removing Closing Parties
A single closing record can have multiple closing parties. Closing parties can include multiple buyers and sellers, listing and selling agents, and other parties such as insurance representatives or property […]
Read More...Top Producer® 8i CRM: Creating a Closing Representing the Buyer
If you’ve closed a deal and the seller is working with another agent, you can create a closing record without an existing seller or listing record. Go to the Listings […]
Read More...Top Producer® 8i CRM: Adding Contacts to the Common Closing Parties List
Choosing closing parties from the common closing parties list is a convenient way of selecting contacts frequently involved when you’re managing a closing. There are two places from which you […]
Read More...Top Producer® 8i CRM: Applying or Removing a Closing Plan
Closing plans are designed to assist you through the process of closing a deal and contain the steps agents use most of the time. Applying a plan to a closing […]
Read More...Top Producer® 8i CRM: Creating a Closing Representing the Buyer and Seller
The closing is where all your efforts come together to make the deal happen. Top Producer helps ensure no buyer or seller detail is overlooked. If you’re representing both the […]
Read More...Top Producer® 8i CRM: How to Email Closing Parties
The Closing Parties tab provides a centralized location to record the various parties involved in the sale of the property. This centralized place gives you quick access to the contact […]
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