Workspace (BackOffice) Training with Kendra Barger
Workspace (BackOffice) Training with Kendra Barger
Navigating through BackOffice and policies and procedures to keep you compliant.
Navigating through BackOffice and policies and procedures to keep you compliant.
Agent Orientation Part 1 – The first in a two-part series, this information session is for agents new to All City or existing agents looking for a policy and procedure refresher. We will discuss agent/broker roles, expectations, important brokerage policies, procedures, and company updates. We will also cover the special services, training, and tech available […]
Agent Orientation Part 2 – Part two is focused on agent production, reporting, commission, taxes, and transaction management. We will discuss the information needed for us to process your funding requests, issue your CDA promptly, and keep our accounting 100% accurate. We will have an open Q&A at the end of the session. This is […]
Are you looking for ways to save money on your taxes? This class will teach you how to maximize your deductions and credits to reduce the amount of taxes you owe. Learn the strategies that could potentially save you thousands. Your Instructor: David Crumbaugh, CPA - Co-founder/CFO/Nspired Strategist III at Nspired Business Solutions - Training, […]
Navigating through BackOffice and policies and procedures to keep you compliant.
Agent Orientation Part 1 – The first in a two-part series, this information session is for agents new to All City or existing agents looking for a policy and procedure refresher. We will discuss agent/broker roles, expectations, important brokerage policies, procedures, and company updates. We will also cover the special services, training, and tech available […]
Agent Orientation Part 2 – Part two is focused on agent production, reporting, commission, taxes, and transaction management. We will discuss the information needed for us to process your funding requests, issue your CDA promptly, and keep our accounting 100% accurate. We will have an open Q&A at the end of the session. This is […]
1-4 Family Contract Updates Class with Dathon, Kevin, and Attorney Maggie Morgan. They will cover the 1-4 Family Contract and Forms Updates effective February 1, 2023.