Course curriculum

Time to complete: 1 hour

    1. Course Goals

    2. How to Complete This Course

    3. Course Overview

    4. Setup Checklist and Account Settings

    5. Permissions Overview

    6. Commission Plans Overview

    7. Commission Plans Infographic

    8. 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. Resources

About this course

  • Free
  • 17 lessons
  • 1 hour of video content