Reduce Risk and Remain Compliant for Brokers with Form Simplicity (2CE)

June 8, 2023 2:30 PM - 4:30 PM (EDT)

Description

The class will cover Form Management, Agent Management, Brokerage Wide packages, Brokerage Wide Clauses, and Assistants Account using Form Simplicity's Broker Dashboard. The broker will learn how to use the Broker Submittal and the Broker Review process to set up digital checklists to approve and mark transactions as complete or send change notifications to agents.  After the transaction is marked complete by the broker, the transaction is automatically stored in the broker’s Form Simplicity’s online storage, complying with legal requirements. Brokers, Office Managers / Administrative Assistants with Broker Authority only should attend this class.

Instructor

Kaz Cisowski

Florida licensees will earn 2 hours of Specialty CE Credit upon successful course completion.