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
brokerWOLF Training Webinars
There are currently no upcoming brokerWOLF webinars scheduled. Please check back later.
There are currently no upcoming WOLFconnect webinars scheduled. Please check back later.
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
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.
