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Knowledge Base

New Agent On-Boarding Course

53

About our Technology
How to create a Transaction and get Paid at Closing

Xcellence Technology

How to create a Transaction and get Paid at Closing

ToolBox

VA Services
Seller Net Sheet
Title Quote
Cap Rate Caculator
ToolBox Intro
How to Login to the Toolbox
How to Update Your Toolbox Profile
Toolbox Dashboard

Xcellence Realty Hub

Teams Module Explained
Most Recent Agent Full Demo
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 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
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)

Dashboard

Dashboard Intro

Transactions

How to create a Transaction and get Paid at Closing

Getting Started with Xcellence Realty

Getting Started with Xcellence Realty

4

Broker, Company License & W9
How to add Reviews to your website
How To Add Email Signature In Gmail
Working Documents and Esign (Full Video)

Contract Training

Contract Training

10

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

Xcellence Brand Studio

12

XcellenceMarketing.com Overview
Xcellence Marketing – February 2022
Xcellence Marketing Class – August 2021
Xcellence Marketing Class – June 2021
Learn How To Create Designs In Xcellence Marketing 06-16-2021
Learn How To Design Marketing Material – 03-10-2021
New branded Xcellence Realty virtual backgrounds for Zoom- 11-19-2020
Xcellence Marketing – You can create “FREE” Lead Generation flyers and so much more – 10-21-2020
Xcellence Marketing – Create New Design – 05-26-2020
New Xcellence Realty For Sale Signs & How to Order – 03-24-2020
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

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

Realtor Training

Realtor Training

1

Florida Realtors Legal Update – August 2022

Mortgage Monday

Mortgage Monday

64

Meet XM Processor Barbie Harrison – 12-19-2023
United Wholesale Mortgage Partnership – 12-05-2023
Special Purpose Credit Program – 12-04-2023
Mortgage Updates – 10-16-2023
Mortgage Basics – 09-07-203
Hometown Heroes Update – 06-16-2023
Hometown Heroes down payment assistance program – 06-16-2023
Credit Score Changes – 05-15-2023
1% Conventional Down Payment Program – 05-01-2023
Adjustable Rate Mortgages – 03-20-2023
Mortgage Insurance Premium – 03-20-2023
the Hometown Heroes Program – 01-20-2023
The 3-2-1 Buydown program – 12-15-2022
The 2/1 Buydown – 11-07-2022
Debt Service Coverage Ratio – 10-14-2022
Let Xcellence Mortgage help your client today! – 09-30-2022
XM End of Year Update – Conventional / FHA Loan Limits Increased
Mortgage Monday – Depletion of Assets Program – August 22, 2022
3 Easy Ways to Apply for a Mortgage!
Loan Process Beginning to End
New Condo Regulations 03-15-22
Quick Turnaround Times
Broker Advantage 2.0 – 01-03-22
Asset Depletion
Non Traditional Financing Programs 10-25-21
Conforming Loan Limits are Increasing to 625K
Success Closing Loans in 2 Weeks – 9-27-21
Xcellence Mortgage App
The Broker Advantage
Stated Income Loans
Welcome to Xcellence Mortgage Kristina Suengas
Lots of Programs for your Buyers!
100% Conventional Loan
Introducing Rush Pre-Approvals with Xcellence Mortgage- 11-24-2020
Update on the current Mortgage Rates and Market- 01-04-2021
New FHA 💯% Financing Program- 01-25-2021
New FHA 💯% Financing Program, and a couple new updates- 02-08-21
Continuing with the new FHA 💯% Financing Program- 02-22-2021
The Community Mortgage Program is back- 03-22-2021
Agent Concierge for Xcellence Mortgage- 06-14-2021
Xcellence Mortgage Success Story- 03-08-2021
The V. O. E. Only Program is back- 04-19-2021
The new No Income Verification Program- 06-07-2021
Market Update- 06-21-2021
Why some Lenders take longer to close deals than others? – 10-26-2020
Success Stories with Xcellence Mortgage – 09-28-2020
XM is staying ahead of the competition when it comes to the Appraisal Process! – 08-31-2020
Loan Programs that are Making a Comeback to Xcellence Mortgage – 08-17-2020
Mortgage Monday: Current Mortgage Conditions/Updates!
The Broker Advantage with Xcellence Mortgage – 07-20-2020
Simple ways to get your Buyers Pre-Approved with Xcellence Mortgage – 07-06-2020
Ways to get your Buyers Pre-Approved with Xcellence Mortgage! – 06-01-2020
Success Stories with Xcellence Mortgage – 06-22-2020
Mortgage Monday: Current Updates on the Market and Rates! Please watch the short below. – 05-18-2020
Options for Self Employed Borrowers! – 02-24-2020
Options for Self Employed Borrowers! – 02-03-2020
The Easiest Ways to Pre-Qualify Your Buyers through Xcellence Mortgage! – 01-27-2020
Xcellence Mortgage explains the Broker Advantage! – 01-06-2020
Mortgage Monday! Xcellence Mortgage loan program for your Buyers that need Down Payment Assistance!
Xcellence Mortgage, explains the loan program for your investor clients! 09-30-2019
Our first ever Mortgage Mondays brought to you by Xcellence Mortgage – 09-16-2019
Xcellence Mortgage “KNOCKED IT OUT OF THE PARK – 08-12-2019
Xcellence Mortgage says YES when others say NO!” – 05-20-2019
Xcellence Mortgage says Yes, when others say NO! – 04-07-2019

Title Tuesday

58

Title Tuesday Tax Prorations at Closing – 12-14-2024
The Probate Process Explained – 11-03-2023
Know before you Quit Claim Deed a Property – 10-11-2023
Restrictions on Associations – 09-19-2023
Title Tuesday estate planning – 08-21-2023
State Bill 264 Sales to Foreigners FARBAR Change – 07-24-2023
Hurricane Season and the Buyer’s and Seller’s rights – 06-06-23
Zombie Second Mortgages – 05-23-2023
Permits – Do’s and Don’ts! – 05-04-2023
Condominium and Cooperative Law Changes – 03-28-2023
Corporate Sellers – 03-27-2023
Title Tuesday Judgements and Liens – February 21st, 2023
Title Tuesday Multiple Lots – January 24th, 2023
Title Tuesday: Earnest Money Deposit (EMD) -12/5/22
Title-Tuesday- Short-Sales – September 2nd, 2022
Closing a Deal When it Comes to Probate – Part 1 of 2
Closing a Deal When it Comes to Probate – Part 2 of 2
Red Flags for Fraudulent Transactions 03-08-22
Disadvantage of Minors on Title – 02-23-2022
Importance of Having Title Insurance – 2-08-22
From Survey Appraisal Contingency – 01-25-2022
Financing Contingency and the Sellers Right to Cancel – 01-11-2022
Update on the new FAR BAR AS IS Contract / Title Closing
Xcellence Title Class – 10-20-2021
Foreign Investment Real Estate Tax Act (FIRPTA) – Part 2
Foreign Investment Real Estate Tax Act (FIRPTA) – Part 1
Xcellence Title Testimony from Eleni K Mclean
Appraisal Rider
Xcellence Title – Title Capture – 07-21-2021
Code Enforcement Liens- 05-11-2021
Agent Concierge for Xcellence Title- 06-14-2021
Covering the “Seller(s) obligation(s) when under Contract.”
Forbearance Agreements- 04-13-2021
Offering Above Appraisal Price- 05-25-2021
Life Estate Deed- 06-15-2021
Xcellence Title – Title Capture – 01-27-2021
Xcellence Title – Seller Net Sheet Tutorial Video
Xcellence Title Buyer Estimate Tutorial Video
Xcellence Title Monthly Affordability Tutorial Video
Important Issues in Regards to Closing Costs
Covering important issues in regards to why you need Title Insurance/”Claims”
Covering important Buyer issues that occasionally pop up during and after a Transaction (Encroaching Tree Law)
Covering important issues when it comes to Title fees
Protecting your Real Estate Investors
Today Paul Sardon is covering important issues in regards to Escrow Deposits
Open Permits
Property Taxes
Things to watch out for within the Financing Contingency portion of the Contract
Real Estate Fraud
Xcellence Realty Introduction with Javier Alvarez
Remote Closings with Xcellence Title
Different ways in which your Buyer can take Title
Contract contingency time periods on financing, inspections, and title defects.
Things to watch out for when selling properties that are currently Leased
Force Majeure section of the Contract
How to submit Title order & Deposit Escrow Monies with Xcellence Title
Title Tuesday – Foreclosures & Forbearance Info – 08-08-2022
Xcellence Title – August 19th, 2022

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Docs
Title Tuesday
From Survey Appraisal Contingency – 01-25-2022

From Survey Appraisal Contingency – 01-25-2022

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Updated on August 2, 2022

Importance of Having Title Insurance – 2-08-22 Financing Contingency and the Sellers Right to Cancel – 01-11-2022

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