Course curriculum

  • 1

    Setting Up Your Account

    • How to Complete This Course

    • Course Overview

    • Setup Checklist and Account Settings

    • Permissions Overview

    • Commission Plans Overview

    • Commission Plans Infographic

    • Test Your Knowledge on Permissions and Commissions
  • 2

    Setting Up Your Agents

    • Agent Onboarding

    • Agent Profiles

    • Billing Agents

    • Test Your Knowledge on Agent Info
  • 3

    Additional Setup Items

    • Adding Staff Users

    • Adding Additional Offices

    • Setting Up an ACH Account

    • Adding Vendors

    • Resources