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PERIOD, REPORTS AND LISTS - 2 HOURS
Upon completion of this session, trainees know how to print a variety of Manager and Broker/Owner reports regarding office transactions and ARE able to print lists of Agents, resources, commission plans and rules, transaction fee rules and interest rules. 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 deals and their management.  The Trainer will focus specifically on Closing the Transaction and verifying and/or understanding the integration between the two programs.

  • Period
    • Agent Anniversary Reset
    • Recalculate Open Transactions
    • Start of Day Reports
  • Reports / Accounting Reports
    • Agent Expense Receipts
    • Closing Audit Master
    • Trust Detail/Summary
    • Trust Ledger
    • Agent Expense Report
    • Accounting Info
  • Reports / Management Reports
    • Profit Analysis
    • Combined Commission
    • Office Volume
    • Office Production
    • Agent Production
    • Agent Profitability
    • Closed Transaction Report (Summary/Total)
    • Transaction Income Statement
    • Agent Activity Summary
    • Agent Advances
    • Agent Sales Activity
    • Pending Sales Report (Summary/Total)
    • Manager Override
  • Reports / Transaction Reports
    • Transaction Information
    • Transaction Resource
    • Agent Transaction Information
    • Transaction Master
    • Transaction by Broker
    • Transaction by Agent
    • Transaction by User Defined
    • Transactions by Demographics
  • Reports / Franchise Reports
  • Reports / 2007 Reports
  • Lists
    • Agents
    • Resources
    • Table Look-Ups
    • Commission Rules
    • Commission Plans
    • Transaction Fee Rules
    • Interest Rules