Leading Edge Software Inc.

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SET UP COMMANDER BACK OFFICE - 3 to 4 HOURS
The main purpose of this session is to ensure all aspects of quick!Office Commander Back Office (Master files etc.) are set up. REQUEST THIS COURSE HERE

• OVERVIEW

•

• TRAINING
   INTRODUCTION
   LOCATION
   FRONT OFFICE
   BACK OFFICE
    - SESSION 1
    - SESSION 2
    - SESSION 3
    - SESSION 4
    - SESSION 5
    - SESSION 6
    - SESSION 7
• RELATIONSHIP PLAN
• WEBSITE DEVELOPMENT
• EVENT CALENDAR

This course is for Administrators full or part time responsible for the deals and their management. The Trainer will focus specifically on quick!Office Commander Back Office Program and it's set-up.

System Overview
Set Up File Maintenance
- Enter Users and Define Security Levels
- Enter Branch Location information
- Enter GL Accounts information
- Enter Transaction Fee Rules
- Enter Interest Rules (variable and/or fixed)
- Enter Commission Plans (including any Other Fees, such as franchise or head office type fees)
- Enter Commission Rules
- Modify and Enter Additional Table Look-Up information
- Enter Resources (Other Brokers, External Agents, Attorneys, Advance Companies, Miscellaneous)
- Enter Agents, including any garnishments, personal or other withholdings including their year to date commission history, if applicable
Set Up your Company Profile
- Enter Company Information
- Enable Multiple Branch Locations functionality
- Password Protection
- Enter System Defaults
- Enter Other Fees
- Select criteria for Start of Day Reports
- Enter Transaction Defaults
- Enter GL accounts as required for closing and processing transactions