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
brokerWOLF - Kansas City, KS
Jul 17 - Jul 18
brokerWOLF - Philadelphia, PA
Aug 22 - Aug 23
brokerWOLF - Cambridge, ON
Sep 11 - Sep 12
brokerWOLF - Orlando, FL
Sep 25 - Sep 26
brokerWOLF - Phoenix, AZ
Oct 16 - Oct 17
brokerWOLF - Anaheim, CA
Nov 6 - Nov 7
brokerWOLF - Calgary, AB
Nov 20 - Nov 21
Training Webinars
Reading your 3.A for your Escrow/Trust Account
May 23, 2018
2:00 - 2:30PM ET
Is there more money in your trust account than you show in your liability for trust? Sometimes this is okay! Do you know why?! Join this webinar to find out how to read the Analysis of Trust Deposits report and determine if an item needs correcting.
What is the Shadow Sheet?
May 30, 2018
2:00 - 2:30PM ET
Have you ever discounted your brokerage fees to gain a high producer? Ever wander what that "discount" costs you? Join this webinar to learn how to properly track those "shadow" expenses without effecting your financial statement.
Property Management
June 6, 2018
2:00 - 2:30PM ET
Does your office manage properties for clients? This webinar will give you an overview of how to run those properties out of brokerWOLF and offer an invoice to owners.
Keeping your 2.P.1.2 Clean
June 13, 2018
2:00 - 2:30PM ET
This webinar will provide you tools necessary to review your sub-ledger accounts through report 2.P.1.2 and how to recognize, research and clean up incorrect items showing on this report
Using G/L Projects
June 20, 2018
2:00 - 2:30PM ET
This webinar will provide you with an overview of working with G/L Projects. This feature allows you to sub-divide your office accounting activity into reportable projects. Projects are typically used to track income/expenses generated from a common entity shared over several offices OR by one office with several income producing sources.
Fee Pre-Payment
June 27, 2018
2:00 - 2:30PM ET
This webinar will provide users with options for fee pre-payment such as an agent prepaying a transaction fee rather than having it deducted through a commission check.
Creating & Managing Showings
May 24, 2018
2:15 - 2:45PM ET
Join us to review the process and options for Creating & Managing Showings within your WOLFconnect solution.
WOLFconnect & MLS Integration Features
June 5, 2018
2:15 - 2:45PM ET
This webinar will discuss the key areas of the MLS Integration to streamline listings from MLS to WOLFconnect down to brokerWOLF. Join us and learn more about this powerful integration!
Creating & Managing Showings
June 7, 2018
2:15 - 2:45PM ET
Join us to review the process and options for Creating & Managing Showings within your WOLFconnect solution.
Authentisign and The Counter! They Offered What?
Authentisign and the Counter Offer will show the steps to Prepare a Counter Offer Form, Upload a 'Buyer Signed' Purchase Offer and prepare both for e-signing!
Multiple Dates Available
Paperless Files like a Pro
This session will cover How To Customize TransactionDesk to be more Consistent and Efficient using Templates, Clauses, Checklists and Setup options. The session will also cover How To manage Documents using Folders, Merging, Slicing, Email Upload, Moving and Mark-up.
Multiple Dates Available
Authentisign Like a Pro
Features such as in depth coverage of Step 2: Signing Participants: In-Person, In-line signers, Signing Groups and 'Private Email' and Step 4: Signature Layouts, Mark-Up Tools, Checkboxes/Radio Buttons, the design step.
Multiple Dates Available
Paperless Files For Beginners
Join us for an Essentials overview: MLS integrations (how to access), creating a transaction file, using integrated Authentisign for e-signatures and receiving signed documents back into the transaction file. Manage client files online with our web-based services.
Multiple Dates Available
Hidden Features of TransactionDesk
Find out even more things you did not know you could do with TransactionDesk along with tips and tricks to get the most of your member benefit!
Multiple Dates Available
CREA, WEBForms and Authentisign
Join us for an Overview of Authentisign! Our e-signature technology that works on Laptops and desktops as well as iPads, Tablets and Mobile devices.
Multiple Dates Available
Manage The Office Files Like a Boss
Find out how to Take Your Office Paperless with TransactionDesk. Transaction Files and Document Checklists!
Multiple Dates Available
Authentisign For a Beginner
Join us for an Overview of AuthentiSign! This session will cover How to: Create a New Signing, Add Participants, Import Forms / Upload Documents and plotting / locating the required Signatures, Initials and Date Stamps.
Multiple Dates Available
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
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
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
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
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.