Description

Instructor: Richard Ortiz

This course has been designed to train real estate agents in the fundamentals of a transaction management system. Training consists of learning to input and assign data plus manage and track the workflow related to pending and current real estate transactions. This training will provide attendees with instruction on program functionality and its application in real estate. This will include general system navigation, uploading and distributing documents, adding notes to the activity log and completing tasks within the program. They will learn how to improve time management, develop organizational skills designed to increase efficiency and productivity. This creates more time for prospecting, lead generation and client relationship building. This course will help the real estate license holder understand some current and effective ways to store, edit and retrieve data; to work efficiently in the electronic age of real estate when conducting transactions. Making effective use, the real estate professional can deliver exceptional service to clients, while offering greater transparency and control throughout the entire transaction process.

PLEASE NOTE: It is required that you establish your free ZipForm account at www.TexasRealEstate.com BEFORE class.