Webinar: Practical Instanet Tips to Professionally Manage Your Office Files (QB Class)

Note: This class has been moved to remote only. 

Creating careful systems will help brokers maintain compliant files and reduce their liability. Additionally, creating systems to manage your office files will help you remain compliant managing your files in one place.

This class is for QB's who want to learn how to use Instanet to manage broker files for compliance. 

By the end of this course, learners will be able to:

• Compose transaction templates for AB use.

• Classify documents for approval using a case study.

• Indicate document changes using a case study.

• Choose systems to sort files for compliance.

• Review sharing files between QB/AB using file examples.

Class: Managing Brokers, QB's