Knowledge base

Roadmap To Success (Core Training) (5)

Week 1 (Mortgage): Launch Ads + CRM Training (6)

• Week 1 (Mortgage) - Ads & CRM Training (Quick Reference Guide
• Ads - Roadmap to Success
• Ads - How to Launch an Ad

View all 6

Week 1 (Real Estate): Launch Ads + CRM Training (4)

• Real Estate: Roadmap To Success
• Real Estate: Launching Your First Facebook Ad
• CRM - Real Estate: Daily Success Plan

View all 4

Week 2: Social Media Planner (1)

• Social Media Planner Setup Tutorial

Week 3: Online Reviews (1)

• Reputation Management Setup

Reactivation Campaigns (1)

• Setup and Run your Database Reactivation Campaign

General (1)

Account Settings (1)

• Setting up your notification preferences

Calendars & Scheduling (1)

Calendars (7)

• How to book an appointment
• How to update appointment status
• How to block out your calendar

View all 7

Phone & Email System (5)

Calling (3)

• Why are my Calls marked as Spam, and how can I avoid it?
• How to use the Power Dialer (Manual Actions)
• Use the power dialer to call any list of contacts

Messaging and Email (9)

• Why are my texts not sending?
• Why are my emails not sending?
• How to respond via email

View all 9

A2P (2)

• What is A2P?
• How to check your A2P status

Phone Numbers (1)

• How to buy a phone number

Email Troubleshooting (1)

• Update email settings after changing companies

Contacts and Opportunities (2)

Contacts / Smartlist (5)

• How to export contacts
• How to add contacts
• Adding notes to contacts

View all 5

Opportunities (2)

• Losing a Contact In Your Opportunities Pipeline
• Credit Repair

Facebook Ads (5)

General (8)

• How to add a valid location to a Facebook Page
• Setup your Facebook Dataset (Pixel)
• Update your daily ad budget and turn the ad on and off

View all 8

Mortgage Ads (4)

• Launch HELOC Ads
• Launch a Long Form Ad
• Our Facebook Ads Library (Templates)

View all 4

Reporting (3)

• Checking Your Cost Per Lead
• Understanding your Ad Report
• My ads report is not showing my ad campaigns

Billing (2)

• How to update your payment method in Facebook
• Understand how Facebook billing works

Troubleshooting (3)

• My ad stopped running
• My Leads Stopped Coming In / Ad is not working
• How to Handle Rejected Ads on Facebook

Automation (1)

General (3)

• Round Robin Leads
• Remove contacts from automated email/sms workflows
• Assign Spanish leads to a specific user / team member

Social Media Planner (1)

Setup (1)

• Social Media Planner Setup Tutorial

Affiliates (1)

Commissions (1)

• Set Up Your Payout Method for Affiliate Commissions

Settings (1)

Users | Team (1)

• How to add or remove users / team members

Live Trainings (2)

CRM Training (3)

• 2024-05-09 CRM Training
• 2024-12-9 CRM Training
• 2025-2-20 CRM Training

Strategy Calls (3)

• 2024-08-26 Strategy Call
• 2024-10-9 Strategy Call
• 2024-12-6 Strategy Call

Premium (1)

Google Ads (3)

• Google Ads: How to launch First Time Home Buyer (FTHB) Ads
• Google Ads: How to launch FHA Ads
• Google Ads: How to launch DSCR Ads