Course curriculum

  • 1

    Welcome to CORE Back Office Admin Quick Start

    • Course Goals

    • How to Complete This Course

    • Welcome

  • 2

    Chapter 1: Orientation

    • Admin Login & Setup Checklist
  • 3

    Chapter 2: Setting Up Your Account

    • Fill Out Missing Company Information

    • Adding A Commission Plan

    • Set Up Your ACH Transfer Account
  • 4

    Chapter 3: Agent Set up

    • Agent On-boarding

    • On-boarding Template

    • Agent Billing

    • Set Agent Permissions
  • 5

    Chapter 4: Transactions

    • Entering Transactions Manually

    • Sync Transaction Data

    • Dotloop Integration

    • Zoho Reports Integration

    • EZ Coordinator Integration

    • Closing Out Transactions
  • 6

    Chapter 5: Complete Additional Setup Items

    • Add Staff Users

    • Add Your Offices
  • 7

    Next Steps

    • Congratulations!