Our Pro Gold i2 training video clips are not meant to replace the full online live
training sessions, but to be used as a supplement only.
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Topic Covered
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Description
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Length
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Play Video
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Topic - Orientation
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The orientation provides a brief overview of all of the training
topics to be covered in future sessions.
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8.5 mins
7 mins
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Topic 1 - System Setup
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System Setup covers default Seller Progress Report Activity, setting up Financial
Periods, and Chart of Accounts.
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4.7 mins
6.5 mins
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Topic 2 - Bank Account Setup / Misc.
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This topic covers Bank Account Setup, Main Operating Checkbook(s), Escrow Checkbook(s),
Database Default Settings, and Commission Plan Setup.
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5.8 mins
6.7 mins
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Topic 3 - Agent Setup
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This topic covers Agent Deductions, Company Deductions, franchise reporting imports
(such as CREST EDG imports), Office Setup, Agent Setup, and Agent Settings in ViewMyListing.com
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8.7 mins
7.7 mins
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Topic 4 - Properties - Listings and Pendings
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Properties - Listings & Pendings covers how to enter a new property (Property,
Agent, Buyer, Seller), a brief overview of the Escrow functionality, Property Marketing,
Checklist Functions, and Properties in ViewMyListing.com.
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8.2 mins
7.5 mins
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Topic 5 - Properties - Showings
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This topic covers Entering a Showing, Adding a Showing Agent, Adding a Co-op Office,
and Showings in ViewMyListing.com.
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6.2 mins
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Topic 6 - Agent Productions / Starting Balances
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Agent Productions / Starting Balances covers Creating Production History, Bulk Property
Entry, and Reports to Verify.
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7.9 mins
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Topic 7 - Accounts Payable
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The Accounts Payable seminar covers Creating Vendors, Entering a Bill, Vendor Beginning
Balances, and Paying Bills(s).
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9.9 mins
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Topic 8 - Accounts Receivable
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The Accounts Receivable topic covers Establishing Agent A/r Beginning Balances,
Creating Agent Recurring Charges and Creating Agent Invoices.
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7.8 mins
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Topic 9 - Accounts Receivable
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The second Accounts Receivable topic covers how to Charge an Agent, Receive Payments,
Print Invoices, and Invoices within ViewMyListing.com.
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8.4 mins
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Topic 10 - Closing a Transaction
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Closing a Transaction covers the Processing a Closing, the Commission Tree, Processing
Commission Check, Processing Cash Disbursement Statements, and Closing Information
within ViewMyListing.com.
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8.4 mins
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Topic 11 - Payroll Setup
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The Payroll Setup session covers Payroll Tax Setup, Payroll Earnings and Deductions,
Employee Setup (Earnings, Setup, Vacation Tracking), and Starting Balances.
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4.6 mins
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Topic 12 - Processing Payroll
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The Processing Payroll topic will Calculate Time Cards, Processing Payroll Checks
and Reports.
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7.1 mins
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Topic 13 - Establishing Escrow Checkbook Balance
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This session will showcase how to Establish Escrow Checkbook Balance, Create a escrow
check, Create a escrow deposit, Create a escrow adjustment, Posting Transaction
to General Ledger and Reports.
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5.9 mins
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Topic 14 - Establishing Operating Checkbook Balance
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The Establishing Operating Checkbook Balance training session will elaborate on
Creating Checks, Deposits, Adjustments and Posting Transaction to General Ledger.
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5.3 mins
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Topic 15 - Reconciling your Checkbook(s)
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Reconciling your Checkbook(s) and Reconciling Reports are covered.
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4.2 mins
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Topic 16 - Contact Manager Professional
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The Contact Manager Professional topic covers the Sources of call setup, Contact
Type Setup, Outbound Call Plan Setup, Entering a New Contact, Entering Call History,
Assigning a Contact to an Agent, Tickler and Contacts within ViewMyListing.com.
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8.7 mins
4.6 mins
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Topic 17 - Letters
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Letters will cover how to Create Letters, Print Letters, and the White Paper Seller
Progress Reporting.
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7.7 mins
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Topic 18 - Database Utilities
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Database utilities will cover the Backup / Compacting and Repairing procedures,
Security, CREST EDG/MLS Import, and ViewMyListing.com Sync.
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5.3 mins
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Topic 19 - General Ledger Beginning Balances
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General Ledger Beginning Balances session covers Posting General Ledger Beginning
Balances, Module Batch Posting, Printing Financials (Income Statement) and Printing
Financials (Balance Sheet).
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2.3 mins
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