Agent documentation

Training and guides for agents on listings, deals, clients, transaction room, and earnings.

• Agent Basic Training

  Seven-module agent training program: navigation, clients, listings, deals, office review, lawyer info, and financials.

• Module 1 — Navigate the Platform

  Module 1: dashboard widgets, left navigation, and where to find clients, listings, deals, and financial tools.

• Module 2 — Add Clients

  Module 2: add a client from Transaction Room, corporate and linked clients, and finding clients later.

• Module 3 — Add and Update Listings

  Module 3: create and update listings from Transaction Room, FINTRAC, drafts, and office review.

• Module 4 — Add and Update Deals

  Module 4: create and update deals from Transaction Room, AI wizard, commissions, agents, conditions, drafts, and firm status.

• Module 5 — Work With Your Office

  Module 5: track office review, read feedback, fix incomplete submissions, and resubmit from Transaction Room.

• Module 6 — Lawyer Info and Commission Confirmation

  Module 6: send lawyer/notary info from Transaction Room, confirm commissions and TRS, and save.

• Module 7 — Financial Statistics and Reports

  Module 7: review agent earnings, expense tracker, deduction tracker, and T4A tax documents.