Docs Category: Dashboard

New Agent On-Boarding Course

51

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

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

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

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

Agent$hare

8

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$HARE – Revenue Share Program and Recruiting.- 06-04-2020
We have Agents that earn THOUSANDS of dollars per month in our Revenue Share program – 07-17-2020
New recruitment flyer – 05-02-2019
Discussing AGENT$HARE and Recruiting with Danny Barnes – 03-26-2019

Realtor Training

1

Florida Realtors Legal Update – August 2022

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New Agent On-Boarding Course
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Dashboard

Dashboard Intro