1-hour Training, Seminar, Class

05 Dec

TransactionDesk - Set-up Features (advanced)

TransactionDesk - Set-up Features (advanced)

Thursday, December 5, 2019 (1:00 PM to 2:00 PM)
1 CE Hours

Join us for hands-on Transaction Desk training with Dean Strong.

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This class will be specific on 'how to create content in your account.' CLIENT Benefit -- Client benefits from agent use of Standard Procedures (templates/checklists/e-signature layouts) and terminology including a complete history and audit trail of the transaction process to reduce risk of errors and omissions. AGENT objective -- Use Set-up: Customize features of their TransactionDesk member benefit account. Create Transaction Templates, Authentisign Signature Layouts, process Checklists, custom 'Types', standard provisions (clauses), service providers, sharing and more...