How to Onboard
Partner With Our Product Experts
We recognize the importance of each transaction in your business. Our team is committed to guiding you through every step of your Open To Close journey, ensuring your team is seamlessly set up for success!
Onboarding Options
See what path is best for you
DO IT YOURSELF
Start with our standard Pre-Built account and use our free resources to customize your account to your needs.
DO IT HOURLY
For users that are upgrading or implementing new features and need 1:1 training with our product experts.
DO IT WITH YOU
Work with our Implementation Team to customize your account together.
Per Hour Cost
$149 Per Hr
One-Time Payment
$5999 Grow & Pro Plans
Scale Plans Custom Quote
Task or Trigger Pre-Built Account
Knowledge Base & Support Center
Customization/Import Spreadsheet\
Technician Build Time
1:1 Training w/ Implementation
Customize the following together:
- Fields
- File Roles
- Contact Roles
- Team Roles
- Email and Text Templates
- Task Templates
- Date Templates
- Document Templates
- Intake Forms
- Add. Features
What to expect
Expert support that saves you time
Customize
Edit the base of your account to match the core of your processes for Listing and Transaction management.
Train
Test what you have built and make any final changes before you start using it on live transactions.
Refine
Now that you are using your processes live, continue to improve your account and implement additional features!