Training Room Courses
SOLD v6 Administration Essentials
This course has been specifically designed for new sales administration users or new administration staff members that have not used this software previously or need a basic brush up of their current skills. Attendees should have basic computer skills and some Real Estate knowledge.
Course Outline
Upcoming Training Sessions:
- Diary & Tasks
- Record a Phone Call
- How to add a client as a vendor
- How to add a client as a buyer
- Entering Enquiries, Inspections, Offers
- How to add a property
- Web Upload
- Property Contract Cycle; Appraisal, Listing, Deal, Exchange, Settlement
- Creating a Sales Advice
- Word Processor – Merging letters
- Print & Email Flyers and Letterdrops
- Print Financial Reports & Vendor Activity Statements
- Entering and Printing OFI Lists
- Add Documents to Document Storage
- Print Match Lists
SOLD v6 Administration Advanced
This course has been specifically designed for current users of the SOLD v6 program who would like to improve upon their basic skills to better utilize all features available. Attendees should have basic computer skills, real estate knowledge and be confident with basic functions of SOLD v6 or have completed the Essentials course.
Course Outline
Upcoming Training Sessions:
- Diary & Tasks
- Emails
- SMS
- Advertising
- Slideshow
- Create schedules
- Create Letter Templates
- Property Contract Cycle; Appraisal, Listing, Deal, Exchange, Settlement
- Receipting
- Daily banking
- Bulk Emailing
- Prospecting
SOLD v6 Sales Trust Accounting
This course has been specifically designed for current SOLD v6 users who will be performing the accounting procedures for accounting and audit requirements. Attendees should have basic computer skills, real estate knowledge, trust accounting experience and/or knowledge and be confident with basic functions of SOLD v6 or have completed the Essentials course.
Course Outline
Upcoming Training Sessions:
- Sales trust Setup in Admin
- Receipting Deposits from the Property Contract Cycle.
- View and Process Banking.
- Reverse a receipt.
- Sundry Cheque Disbursements.
- Add a creditor manually.
- Manual Sales receipt.
- EFT Payments.
- Reports, Ledgers, Statements.
- Bank Reconciliation.
- End of Month.
- Referring back to last month.
SOLD v6 Salesperson Essentials
This course has been specifically designed for new salespeople or sales staff members that have not used this software previously or need a basic brush up of their current skills. Attendees should have basic computer skills and some Real Estate knowledge.
Course Outline
Upcoming Training Sessions:
- Diary & Tasks
- Quick Match
- Client Match
- Record a Phone Call
- How to add a property
- How to add a client as a vendor
- How to add a client as a buyer
- Entering Enquiries, Inspections, Offers
- Property Contract Cycle; Appraisal, Listing, Deal, Exchange, Settlement
- Creating a Sales Advice
- Print Flyers and Letter drops
- Prospecting
SOLD v6 Management Essentials
This course has been specifically designed for Management staff. As this session outlines how to set up of the program to work in the way which is best suited to the office. Attendees should have basic computer skills, real estate knowledge and be confidant with basic functions of SOLD v6
Course Outline
Upcoming Training Sessions:
- Diary & Tasks
- Setting up SOLD Users
- Setting up Email & SMS
- Setting up Options & Settings
- Setting up Web Upload Portals
- Setting up Letter Templates
- Setting up Schedules
- Team Control
- Reporting