Lone Wolf Software Training

Whether you’re just getting started with your Lone Wolf software or are an experienced user looking to train new staff, we have a variety of training options available to ensure you are getting the most out of your systems. Check them out below.

brokerWOLF Training Essentials

Whether you are new to brokerWOLF or an experienced user, our courses are designed to help you get the most out of your back office solution.
Essentials Training Session

Are you a newer
brokerWOLF user?

At the Essentials training session, specifically designed for newer users, you will learn the basics of your brokerWOLF solution as an expert walks you through the system configuration, managing agent and staff profiles, accounts payable setup and options, listing management and much more. 

Advanced Training Session

Are you an experienced
brokerWOLF user?

Attend the Advanced Back Office Efficiency training to learn how to use features and reports within your system to streamline your operations and gain greater insight into the financial health of you company.

Upcoming Events

Training Webinars

  • brokerWOLF
  • TransactionDesk
  • Remitting HST/GST and Payroll (Canada Only)

    November 14, 2018
    2:00 - 2:30 PM EST

    This webinar will provide users with an overview of how to accurately record HST/GST payable and the steps to complete your remittance.

  • Creating an Agent Budget

    November 28, 2018
    2:00 - 2:30 PM EST

    Have you created Agent budget goals but have no idea how to easily track them?!?! Join this webinar for an overview of setting your agents' budget data and learn and how to generate comparison reports to evaluate if your agent's are on track with your set budget goals.

  • How to Keep a Clean Set of Books

    December 12, 2018
    2:00 - 2:30 PM EST

    Are your books clean - what does that even mean? Join this webinar to find out and review several valuable reports, how to read them and what to look for to ensure you are running a clean set of books. Your accountant will thank you!

  • Preparing for Year End

    December 19, 2018
    2:00 - 2:30 PM EST

    This webinar will provide you with an overview of reports and tasks that are recommended to users for preparing for your Year-End.

Additional Training Packages

brokerWOLF New Admin Package Includes 8 hours

All the training and tools your new staff needs to operate your brokerage. Your Professional Services Consultant will work with your staff to review proper setup and configuration, and will train them on everyday usage.

Package covers:
  • Company setup, including commission plans and fees
  • Listings module
  • Transaction processing
  • Accounts payable process
  • Financial statement formatting and reports
  • Bank reconciliation process
  • Agent billing process
ORDER NOW
Agent Billing Package Includes 2 hours

This package focuses on providing users with an in-depth understanding of the agent billing process in brokerWOLF.

Package covers:
  • Charge code creation
  • Charge code assignments/removal
  • Recurring charge assignments
  • Expense statements
  • Expense deductions
  • Interest charges and late fees
ORDER NOW
Financial Review & Reports Includes 3 hours

Know you’re getting the most valuable information for your brokerage with a Financial Review and Reports package. This package enables you to review configuration for all your applicable financial reports.

Package covers:
  • Balance sheet setup
  • Income statement setup and options
  • Trial balance options
  • G/L accounts
  • Annual income statements
  • Bank reconciliation process
ORDER NOW
Agent Adoption Package Includes 5 hours (*Max 50 agents)

This package focuses on improving your office’s use and adoption of TransactionDesk. It provides your agents with the tools necessary to increase usage.

Package covers:
  • How to log in
  • Agent dashboard management
  • Setup options, including preferences and clauses
  • Agent dashboard review and transaction creation
  • Transaction dashboard
  • Office checklist
  • Document signing
  • Document submission

*50-100 agents: Package includes 7 hours
*Add 2 more hours for every 50 agents above 100

ORDER NOW

Looking for something different? Custom Training Sessions.

Want to take your product knowledge to the next level? Looking to train new team members? Our specialists are available for a variety of additional training services. Join a specialist for a GoToMeeting or have them come directly to your office for a face-to- face experience.

Fill out the form to learn more about our training packages and custom training sessions.