Course curriculum

  • 1

    Preface: Configuration Webinar Recording

    • Configuration Webinar Recording

    • Sample websites and answers from the webinar
  • 2

    Chapter 1: Overview

    • Course Overview

    • Printable Course Outline

    • Overview of Your Dashboard
  • 3

    Chapter 2: Confirm Account Settings

    • Chapter 2 Configuration Checklist

    • Company Privacy Settings & How it Affects Adoption

    • Office Settings

    • Team Settings

    • Adding Agents (Can skip)

    • Adding Lenders

    • Accountability Settings

    • Resources
  • 4

    Chapter 3: Smart Settings

    • Chapter 3 Configuration Checklist

    • Web & IDX Settings

    • Smart Number Settings

    • Smart Campaigns

    • Resources
  • 5

    Chapter 4: Company Lead Settings

    • Chapter 4 Configuration Checklist

    • Lead Routing

    • Company Lead Import

    • Third Party Lead Integration ( Lead Dropbox)

    • Resources
  • 6

    Chapter 5: Additional Resources

    • Chapter 5 Configuration Checklist

    • CORE Listing Machine & Social

    • Recap of Platform Configuration

    • Resources