Course curriculum

  • 1

    Transactions and Disbursements

    • Course Goals

    • How to Complete This Course

    • Course Overview

    • Transactions Overview

    • Transaction-Related Permissions

    • Disbursements Overview

    • Test Your Knowledge on Transactions and Disbursements
  • 2

    Integrations

    • Integrating Dotloop, Skyslope, DocuSign, and MLS Listings

    • Integrating EZ Coordinator, Realogy, Dropbox, Google Drive, or QuickBooks
  • 3

    Reports and Teams

    • Accessing Admin Reports

    • Zoho Reports and Tax1099

    • Adding Teams

    • Test Your Knowledge on Reports

    • Resources