Course curriculum

Time to complete: 1 hour 20 minutes

    1. How to Complete This Course

    2. Welcome!

    3. User Roles, Entities, and Scope Levels

    4. Introduction to Lead Duplication and Lead Privacy

    5. Knowledge Check

    6. Managing your Agents, Lenders, Teams, and Offices

    7. Setting Up Lead Routing Rules

    8. Knowledge Check

    1. Contacts Overview and Introduction to Pond Accounts

    2. Why Smart Campaigns are Integral to Success

    3. Utilizing Automation Tools

    4. Your Website and How Visitors Use It

    5. Knowledge Check

    6. Integrating your Existing Lead Generation

    7. What 'Done for You' Advertising Offers

    8. Knowledge Check

    1. Why It's Important to Plan for Your Agents’ Adoption

    2. Supporting and Championing the Platform Internally!

    3. Using your Dashboard as an Admin

    4. Knowledge Check

    5. Closing Remarks & Next Steps

    6. Before you go...

    7. Ready To Get Admin Mastery Certified?

About this course

  • Free
  • 23 lessons
  • 1 hour of video content