Onboarding new team members and keeping your team sharp is one of the biggest challenges for growing brokerages. Our Training Academy solves this with structured courses, progress tracking, and certifications.
Available Courses
Platform Fundamentals - Navigating the workspace - Managing contacts and deals - Using the pipeline effectively - Setting up automations
Advanced CRM - Custom fields and data modeling - Advanced search and filtering - Report building and analytics - API and integration setup
Compliance & Regulations - Data privacy best practices - Record-keeping requirements - Provincial/state regulatory overview - Audit preparation
Sales Mastery - Lead qualification techniques - Pipeline management strategies - Closing techniques for brokers - Client relationship management
AI & Automation - Using AI agents effectively - Document OCR workflows - Deal scoring interpretation - Automated follow-up sequences
How It Works
- Assign courses to team members from the Training tab
- Track progress — see who's started, in-progress, and completed
- Certifications — team members earn badges upon completion
- Custom courses — create your own training content for your team
For Admins
The Training Academy dashboard shows: - Team-wide completion rates - Individual progress per course - Time spent on training - Certification status
Training is available on Professional and Enterprise plans. Start training your team today.