New Back Office

Learn how to load payroll taxes, customize employee payroll, and pay employees.

Learn the basic navigation and resources for your Back Office account.

Learn the steps of agent billing, including setting up chargeable items, creating agents statements, and processing payments.

Learn how to manage listings within Back Office.

Learn the process of closing deals, including recording deposits, dispersing funds, and paying your agents.

Learn how to add and customize agent and staff member profiles in your Back Office account.

Learn how to manage vendor files, set up recurring accounts payable, and cut checks for brokerage bills.

Learn the process for adding your opening balances into your Back Office account, including processing your opening bank reconciliation.

Learn some of the most important reports available to you within your Back Office account.

Learn how to prepare and generate 1099s and W2s in Back Office.

Learn the best practices to take on a monthly basis when managing your account in Back Office.

Learn the best practices to take when closing out your year end numbers in Back Office.