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 - 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
Lone Wolf Analytics
July 18, 2018
2:00 - 3:00PM ET
We’re excited to introduce you to Lone Wolf Analytics. With this new feature, you’ll be able to make your reporting work better for your brokerage, with better control over, access to, and understanding of your brokerWOLF data.
Team and Agent Groups - Setup and Reporting
July 25, 2018
2:15 - 2:45PM ET
This webinar will provide an overview of team and agent group reporting, what the difference is and how to set up both options correctly.
Fee Pre-Payment
August 1, 2018
2:15PM – 2:45PM EDT
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.
Keeping Your 2.P.1.2 Clean
August 8, 2018
2:15PM – 2:45PM EDT
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
Lone Wolf Analytics
August 15, 2018
2:00 - 3:00PM ET
We’re excited to introduce you to Lone Wolf Analytics. With this new feature, you’ll be able to make your reporting work better for your brokerage, with better control over, access to, and understanding of your brokerWOLF data.
brokerWOLF Tips & Tricks
August 22, 2018
2:15 - 2:45 PM ET
This webinar will provide users tips and tricks on how to save time in the brokerWOLF system and streamline efficiency! Shortcuts, keystrokes, reportings tools and much much more!
Staff Payroll - CDN Clients
August 29, 2018
2:15 - 2:45 PM ET
This webinar will provide you with an overview of processing your staff payroll within the brokerWOLF system. This session will also include payroll reporting.
Adding a Referral after Processing a Transaction
September 5, 2018
2:15 - 2:45 PM ET
Did I forget to tell you about that referral??? Learn how to process and payout a referral after previously closing a transaction in your brokerWOLF system.
Lone Wolf Analytics
September 12, 2018
2:00 - 3:00PM ET
We’re excited to introduce you to Lone Wolf Analytics. With this new feature, you’ll be able to make your reporting work better for your brokerage, with better control over, access to, and understanding of your brokerWOLF data.
Reading your Financials
September 19, 2018
2:15 - 2:45 PM ET
This webinar will provide you a better understanding of how to read your balance sheet and income statement as well as identify and eliminate discrepancies.
Creating & Managing Showings
July 17, 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
July 24, 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!
WOLFconnect & MLS Integration Features
August 21, 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
September 18, 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
September 25, 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!
Manage The Office Files Like a Boss
Find out how to Take Your Office Paperless with TransactionDesk. Transaction Files and Document Checklists! We will cover all of the Tools and Tricks to create content for the Agents to Use as well as the Reporting and Document Management.
Multiple Dates Available
Authentisign For a Beginner - E-Signatures For Paperless Files
Join us for an overview of AuthentiSign!
Multiple Dates Available
Hidden Features of TransactionDesk - Branding, Customizing, Client Dashboard
Join us for hidden features on TransactionDesk including tips and tricks, print driver or virtual printers, integrations (Google and Top Producers), customized dashboards and stand-alone services (InstanetFroms, DocBox, Tasks).
Multiple Dates Available
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
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
Authentisign Like a Pro: Learn All The features
In depth coverage of a number of advanced AuthentiSign features. We will highlight signing participants, signature layouts, and mark-up tools.
Multiple Dates Available
Paperless Files For Beginners - Essentials of Getting Started
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
Paperless Files like a Pro - Fast, efficient and consistent
Join us while we review the customization capabilities within TransactionDesk to achieve consistency and efficiency!
*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.