

Lone Wolf Transact for Admins & Transaction Coordinators with Noel Marrero
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 -->