Cover Image for Lone Wolf Transact for Admins & Transaction Coordinators with Noel Marrero
Cover Image for Lone Wolf Transact for Admins & Transaction Coordinators with Noel Marrero
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Presented by
EtoP Success
Events for all of KW EtoP!

Lone Wolf Transact for Admins & Transaction Coordinators with Noel Marrero

Zoom
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About Event

Lone Wolf Transact for Admins & Transaction Coordinators with Noel Marrero

Whether you're supporting one Agent or an entire team, this class is designed to help you confidently manage transactions in Lone Wolf Transact from start to finish.

We'll cover the essential workflows every Admin and Transaction Coordinator needs to know, including setting up transactions, preparing documents, collecting signatures, submitting files for compliance, and managing multiple Agent or team accounts. You'll also learn the best practices for accessing and working within multiple Lone Wolf accounts, helping you stay organized while supporting your Agents efficiently.

You'll learn:

  • Navigate Lone Wolf Transact with confidence

  • Best practices with preparing documents and collecting e-signatures

  • Make corrections and update documents after they've been sent for signatures

  • Access and manage multiple Agent or team accounts

  • Streamline your workflow to better support your Agents

Bring any questions and you'll leave with the answers you need to effectively use the system and support your agents.

When: Thursday, July 30th at 1pm

Where: ZOOM -->

Avatar for EtoP Success
Presented by
EtoP Success
Events for all of KW EtoP!