Course curriculum

    1. How to Complete This Course

    2. Course Overview

    3. Setup Checklist and Account Settings

    4. Permissions Overview

    5. Commission Plans Overview

    6. Commission Plans Infographic

    7. Test Your Knowledge on Permissions and Commissions

    1. Agent Onboarding

    2. Agent Profiles

    3. Billing Agents

    4. Test Your Knowledge on Agent Info

    1. Adding Staff Users

    2. Adding Additional Offices

    3. Setting Up an ACH Account

    4. Adding Vendors

    5. Test Your Knowledge on Additional Items

    6. Resources

About this course

  • Free
  • 17 lessons
  • 1 hour of video content