Docs Category: Realtor Training

Getting Started with Xcellence Realty

5

How to create a Transaction and get Paid at Closing
Working Documents and Esign (Full Video)
How To Add Email Signature In Gmail
How to add Reviews to your website
Broker, Company License & W9

Contract Training

7

AS IS Residential Contract For Sale And Purchase – 01-13-2021 (Watch First)
Lease Training – 05-16-2019
Listing Agreement – 02-10-2021
Vacant Land Contract – 06-09-2021
Tallahassee Contract For Sale and Purchase – 09-15-2021
Highlights of 2021 Changes to the Florida Realtors/Florida Bar AS IS Contract (Watch After)
Changes to 2021 Residential Contract Financing Explained

Xcellence Realty Hub

41

How to add an Office Announcement
How to Autocomplete Contact Information In People
How to autocomplete data when filling out forms
Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
Customer E-sign Experience
File Number Field and Filter
Filling out forms in RBO & E-sign tips & Tricks
Forms Library Features Options
Having Issues Saving A Transaction Into RBO – Part 1
Having Issues Saving A Transaction Into RBO – Part 2
How To Add a Co-Agent/Team Member To A Transaction
How To Add A Comment to A Transaction Task
How to Add a Contact Into RBO
How to assign a signed doc into a transaction
How To Assign Documents To A Task
How to create a transaction
How to create a Transaction and get Paid at Closing
How To Delete A Signer From A Document When Status is Awaiting
How To Edit Office Announcements
How to email docs from RBO
How to Fill out Docs & Prepare for e-sign
How To Fill Out Docs Using RBO
How to Filter Through Transactions In RBO
How to integrate RBO with G-Suite
How To Make A Template
How To Make Changes To a Documents Awaiting Signatures
How To Merge Documents From The Company Library
How to Narrow Down The Transactions By The Listing Expiration Date
How To Pay A 3rd Party Contact Or Referring Agent
How To Print Or Email A Document With Text Saved On Document
How to Reset Your RBO Password
How to Search For A Transaction By the MLS Number
How To Search For Contacts by Birthday
How To Send Emails From RBO
How to verify non completed fields by signers
Most Recent Agent Full Demo
People Birthday Filter
Pre-Offer and Pre-Listing Transaction Stage
RBO Tasks and Action Plans Basics – 06-04-2019
Working Documents and Esign (Full Video)
Teams Module Explained

Xcellence Brand Studio

12

XcellenceMarketing.com Overview
Learn How To Design Marketing Material – 03-10-2021
Learn How To Create Designs In Xcellence Marketing 06-16-2021
Xcellence Marketing – February 2022
Xcellence Marketing Class – August 2021
Xcellence Marketing Class – June 2021
Xcellence Marketing – You can create “FREE” Lead Generation flyers and so much more – 10-21-2020
New Xcellence Realty For Sale Signs & How to Order – 03-24-2020
Xcellence Marketing – Create New Design – 05-26-2020
New branded Xcellence Realty virtual backgrounds for Zoom- 11-19-2020
New Flyers added to Xcellence Marketing! – 10-29-2019
New to Xcellence Marketing💥: Video Tutorials if you need help while using the Platform! – 09-19-2019

Agent$hare

9

Discussing AGENT$HARE and Recruiting with Danny Barnes – 03-26-2019
New recruitment flyer – 05-02-2019
We have Agents that earn THOUSANDS of dollars per month in our Revenue Share program – 07-17-2020
AGENT$HARE – Revenue Share Program and Recruiting.- 06-04-2020
AGENT$HARE – Revenue Share Program and Recruiting.- 04-25-2019
You can earn 12 extra paychecks a year by joining our Revenue Share program – 08-22-2019
Want to earn more 💵💵 money every month? – 06-21-2019
Happy Revenue Share Day- 01-07-2021
Want to earn xtra 💵💵 every month? By sponsoring Agents that join our Family 02-05-2020

Realtor Training

1

Florida Realtors Legal Update – August 2022

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Realtor Training

Florida Realtors Legal Update – August 2022