Course curriculum

  • 1

    Module 1: Core 360 Program Overview & Performance Standards

    • Understanding Lead Success

    • Core 360 Agent Lead Playbook
  • 2

    Module 2: BoldTrail CRM Foundations

    • Understanding the BoldTrail Lead System

    • Bold Trail CRM Foundations Quiz
  • 3

    Module 3: Core 360 CRM Utilization & Documentation Standards

    • How to Work Leads within BoldTrail

    • How to Work Leads within BoldTrail Quiz
  • 4

    Module 4: Core 360 Metrics & Status Framework

    • Measuring Success Metrics

    • Lead Conversion & Retention Playbook

    • Ace the Call Playbook

    • Measuring Success Metrics Quiz
  • 5

    Module 5: Core 360 Lead Success Plan

    • Explaining Your Lead Success Plan
  • 6

    Module 6: Partnership with American Pacific Mortgage

    • Homes of Idaho's Partnership with American Pacific Mortgage

    • Partnership with American Pacific Mortgage Quiz
  • 7

    Module 7: Core 360 Tools & Lead Management Systems

    • Success Tools and Systems

    • Success Tools and Lead Management Systems Quiz
  • 8

    Module 8: Put Your Expertise to the Test

    • Live Call Certification
  • 9

    Module 9: Core 360 Certification Complete – Activation & Next Steps

    • Congratulations! You Have Completed Your Core 360 Lead Training!

    • Sign Your Lead Program Referral Agreement!