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.

Select Your Lone Wolf Product

  • TransactionDesk
  • brokerWOLF

brokerWOLF Training Webinars

Live Online Training

All Phases
Phase I: New User
Phase II: Intermediate
Phase III: Advanced
Phase IV: Broker Path

brokerWOLF Advanced Training

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.

Day One

Suggested Requirements:
6 Months Experience using brokerWOLF

In the Day One Advanced brokerWOLF training, we will discuss setup and features of the brokerWOLF solution. Our brokerWOLF expert will walk you through customizing your brokerWOLF, managing agent/staff profiles, automating your commission fee structure and much more.

Day Two

Suggested Requirements
6 Months Experience using brokerWOLF

(Day 1 training is not mandatory.)

During the Day Two Advanced brokerWOLF training you will learn how to use features and reporting capabilities within your system. This will help streamline your operations and gain greater insight into the financial health of your brokerage.

Upcoming Events

  • brokerWOLF - Nanaimo, BC

    Nov 5 - Nov 6
    Registration opening soon...
  • brokerWOLF - Orlando, FL

    Nov 19 - Nov 20
    Registration opening soon...

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
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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
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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
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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

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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.