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TRANSACTION & LETTER MAINTENANCE. TRUST MONEY AND ADVANCES - 3 HOURS
Upon completion of this session, trainees will be able to independently enter the necessary files and transactions and back them 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 creating the letters and entering the transactions. The Trainer will focus specifically on the Transaction, Trust Maintenance and Agent Advances.

  • Letter Maintenance
    • Modify and Customize Letters
    • Add Letters to Company Profile to auto-populate correct fields on transaction
    • Print Letters from Transactions and/or Resources
  • Transaction & Trust Maintenance
    • Enter Transactions
    • Record Trust Deposits, including interest, G.I.C.’s and/or term deposits
    • Overview Trust Disbursements and Adjustments
  • Agent Advances
    • Process an Advance
    • Generate Advance Reports for Agents