Course curriculum

  1. 1
    • 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. 2
    • Agent Onboarding

    • Agent Profiles

    • Billing Agents

    • Test Your Knowledge on Agent Info

  3. 3
    • Adding Staff Users

    • Adding Additional Offices

    • Setting Up an ACH Account

    • Adding Vendors

    • Resources