Description
Get 1-on-1 training! Share your screen and a phone call with the trainer. You'll be guided through everything from adding a client to completing a counter offer. Execute each step yourself with a trainer to point you in the right direction!
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Training Outline
1. General description of the walkthrough
2. Logon (Logon Through Board Button if Available)
3. Fill-out Profile
4. Review Tabs: Home, Calendar, Activity, Forms (Team View, Transaction Viewer)
5. Add Client (Client Details)
· Add Contact
· Copy Contact
· Additional Fields
· Delete, Active, Lead, Archive, Other
6. Add Transactions
· Info (Name/Type/Status/Delete)
· Trade Record
· Service Report
· Submission (if applicable)
7. Add File
· Search Computer
· Start Upload
8. Add Document
· Rename Document
· Archive Function
9. Launch Forms
· Select Forms
· Create 1-2 Templates
· Fill Forms (Mock Purchase Contract)
· Form and Preview view
· Save Editable (Autosave)
· Save PDF
· Rename/Delete Form
10. Ratify Documents
· Review tags
· Tag and send document for signatures
· Edit Session
· Counter-offer
· Sign Audit
11. Email
12. Submit [if applicable]
13. Trade
14. Support page review
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