ICON U

How To Create A Slack Channel

Downloading Files From The Backend

Adding Contacts Into Command

Adding Transactions Into Command

Reviewing Client Information In Follow Up Boss (FUB)

Adding Tasks In FUB

Sending Emails to Clients in FUB

Creating Calendar Invites For Conditional Offers

Creating Trade Records

Communication With Lawyer & Mortgage Brokers

Ordering Status Certificates

Receipt of Funds

Buyer Representation Form(s)

Saving Files in Our Drive (Buyer)

Adding Purchase Transactions Into Faltour (Hamilton Deals)

Listing Agreement Form(s)

Saving Files in Our Drive (Sellers)

How To Order A For Sale Sign

Brokerloading Listings On Matrix

Adding Square Footage into Brokerload

Brokerloading Listings On TREB

Saving A Listing In Matrix (as a PDF)

How To Set Up Broker Bay

Advertising Open Houses On Matrix

Creating A Kijiji Ad

Adding Listings Into Faltour (Hamilton Deals)

Faltour Training

Reviewing Conditions In Offers

Recording Conditions In Matrix

Recording Conditions in TREB

Finding Monthly Stats

Adding Contacts to Constant Contact

Sending Stats to Team Leaders (Slack Channels)

Team Anniversaries / Birthdays

Sourcing "Hot New Buys"

Creating a New Page on ICON Backend

Creating a New Submit Form on MikeCRM

Editing Existing Submit Forms on MikeCRM

Creating Zoom Link & Creating Linktree Training Event

Creating Marketing Material for Team Training

Editing/Adding New Resources to ICON Landing Page

Adding Sources to CTE - My Business

Updating ICON's Weekly Numbers

Update Expansion Transaction Spreadsheets with KW Trade Record

Finding the Award Winners - All Team Meeting Prep

Finding the ICON Cloud CMA Link

Uploading Call Lists in CallTools - Step One

Uploading Call Lists in CallTools - Step Two

How to Execute the Onboarding Call for New Agents

Preparing and Sending ICON Weekly Pending Sheet

Client Services Onboarding Call