Lone Wolf software training
Back Office
Discover everything you need to know from fundamentals to year-end with our training sessions to get you started with Back Office and BrokerWolf.
Back to training menuExplore our training sessions
Admin webinar: An introduction
[30 minutes]
Learn how to navigate the basics of your Back Office account like a pro in no time.
Learn how to add and customize agent and staff member profiles in your Back Office account.
Admin webinar: Managing your listings
[30 minutes]
Learn about the importance of listings and how to enter and manage them in Back Office.
Admin webinar: Closing deals and paying agents
[30 minutes]
Learn the process of closing deals, including recording deposits, dispursing funds, and paying your agents, in Back Office.
Admin webinar: Billing agents—monthly expenses
[30 minutes]
Learn the steps of agent billing, including setting up chargeable items, creating agents' statements, and processing payments in Back Office.
Learn how to manage vendor files, set up recurring accounts payable, and cut checks for brokerage bills in Back Office.
Learn how to load payroll taxes, customize your employee payroll, and pay employees in Back Office.
Learn how to load payroll taxes, customize your employee payroll, and pay employees in Back Office.
Admin webinar: Common reports
[38 minutes]
Learn about some of the most important reports available to you in your Back Office account.
Admin webinar: Best practices for end of month
[30 minutes]
Learn about the best practices to take on a monthly basis when managing your account in Back Office.
Admin webinar: Best practices for end of year
[30 minutes]
Learn about the best practices to take when closing out your year-end numbers in Back Office.
Admin webinar: Preparing your tax forms (U.S.)
[30 minutes]
Learn how to prepare and generate 1099s and W2s in Back Office.
Admin webinar: Preparing your tax forms (Canada)
[30 minutes]
Learn how to prepare and generate T4s and T4As in Back Office.
Learn how to assess your brokerage's overall performance, including revenue, expenses, and profitability.
Discover how to conduct audits on your firm's deals and spot trends in your transaction history.
Discover how to utilize agent reports to mentor and attract agents who can drive higher revenue.
Admin webinar: Opening balances
[41 minutes]
Learn the process for adding your opening balances into your Back Office account, including processing your opening bank reconciliation.
