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
There are currently no upcoming events scheduled. Please check back later for the 2018 schedule.
Training Webinars
Preparing for Year End
January 16, 2019
3:30 - 4:30 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.
Preparing Tax Slips - 1099/W2 (US)
January 23, 2019
3:00 - 4:00 PM ET
This webinar will provide you with an overview of how to generate your 1099/W2's.
Preparing Tax Slips - T4/T4A's (CDN)
January 30, 2019
2:30 - 3:30 PM ET
This webinar will provide you with an overview of to generate your T4/T4A's.
How to Keep a Clean Set of Books
February 6, 2019
4:00 - 5:00 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 Tax Slips - T4/T4A's (CDN)
February 13, 2019
2:30 - 3:30 PM EST
This webinar will provide you with an overview of to generate your T4/T4A's.
There are currently no upcoming WOLFconnect webinars scheduled. Please check back later.
There are currently no upcoming TransactionDesk webinars scheduled. Please check back later.
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.