Course curriculum

  • 1

    Configuring Your Account

    • How to Complete This Course

    • Welcome!

    • User Roles, Entities, and Scope Levels

    • Introduction to Lead Duplication and Lead Privacy

    • Knowledge Check

    • Managing your Agents, Lenders, Teams, and Offices

    • Setting Up Lead Routing Rules

    • Knowledge Check

  • 2

    Getting Familiar with the Platform

    • Why Smart Campaigns are Integral to Success

    • Utilizing Automation Tools

    • Your Website and How Visitors Use It

    • Knowledge Check

    • Integrating your Existing Lead Generation

    • What 'Done for You' Advertising Offers

    • Knowledge Check

  • 3

    Selecting Your Agent Adoption Strategies

    • Why It's Important to Plan for Your Agents’ Adoption

    • Supporting and Championing the Platform Internally!

    • Using your Dashboard as an Admin

    • Knowledge Check

    • Closing Remarks & Next Steps

    • Before you go...

    • Ready To Get Admin Mastery Certified?