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Get to know Back Office.
Discover everything you need to know from fundamentals to year-end with our training sessions.
Admin webinar
An introduction
timer30 minutes
Learn how to navigate the basics of your Back Office account like a pro in no time.
Admin webinar
Organizing agent and staff profiles
timer30 minutes
Learn how to add and customize agent and staff member profiles in your Back Office account.
Admin webinar
Managing your listings
timer30 minutes
Learn about the importance of listings and how to enter and manage them in Back Office.
Admin webinar
Closing deals and paying agents
timer30 minutes
Learn the process of closing deals, including recording deposits, dispursing funds, and paying your agents, in Back Office.
Admin webinar
Billing agents—monthly expenses
timer30 minutes
Learn the steps of agent billing, including setting up chargeable items, creating agents' statements, and processing payments in Back Office.
Admin webinar
Paying brokerage bills with accounts payable
timer30 minutes
Learn how to manage vendor files, set up recurring accounts payable, and cut checks for brokerage bills in Back Office.
Admin webinar
Managing your payroll and paying employees (U.S.)
timer26 minutes
Learn how to load payroll taxes, customize your employee payroll, and pay employees in Back Office.
Admin webinar
Managing your payroll and paying employees (Canada)
timer22 minutes
Learn how to load payroll taxes, customize your employee payroll, and pay employees in Back Office.
Admin webinar
Common reports
timer38 minutes
Learn about some of the most important reports available to you in your Back Office account.
Admin webinar
Best practices for end of month
timer30 minutes
Learn about the best practices to take on a monthly basis when managing your account in Back Office.
Admin webinar
Best practices for end of year
timer30 minutes
Learn about the best practices to take when closing out your year-end numbers in Back Office.
Admin webinar
Preparing your tax forms (U.S.)
timer30 minutes
Learn how to prepare and generate 1099s and W2s in Back Office.
Admin webinar
Preparing your tax forms (Canada)
timer30 minutes
Learn how to prepare and generate T4s and T4As in Back Office.
Admin webinar
Broker analysis I: financial reports
timer28 minutes
Learn how to assess your brokerage's overall performance, including revenue, expenses, and profitability.
Admin webinar
Broker analysis II: transaction reports
timer25 minutes
Discover how to conduct audits on your firm's deals and spot trends in your transaction history.
Admin webinar
Broker analysis III: agent reports
timer29 minutes
Discover how to utilize agent reports to mentor and attract agents who can drive higher revenue.
Admin webinar
Opening balances
timer41 minutes
Learn the process for adding your opening balances into your Back Office account, including processing your opening bank reconciliation.
Find more answers here.
Need to find an answer quickly? Discover our quick-start video series for Back Office.
Introduction
Fees
Agents and staff
Listings
Closing deals and paying agents
Agent billing
Accounts payable
US payroll
Canadian payroll
Expand your product knowledge even more.
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The Community
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Support
Access product support and find answers to your questions.
