SCR Meetings and Education Calendar

Save the Date – Upcoming SCR Events:

January 21, 2021
  •  

    Transactions (zipForm Edition) with Back Office Link Integration
    Starts: 12:00 pm
    Ends: January 21, 2021 - 1:00 pm


    Description:

    Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF)

    Objectives:
    1) Profile & Settings
    2) Navigation Bar/Dashboard/Admin Tab
    3) Templates (Document Tools, Placeholders, and Checklists)
    4) Transaction Creation
    5) Both sides of the Approval Process for Transactions, Documents, and Tasks
    6) Understanding the Back Office Integration
    7) Managing Back Office notifications and classifications
    8) Key fields and financial milestones
    9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition)  

    Register Now!

    Register for this SIMULATED Webinar

January 28, 2021
  •  

    Transactions (zipForm Edition) with Back Office Link Integration
    Starts: 12:00 pm
    Ends: January 28, 2021 - 1:00 pm


    Description:

    Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF)

    Objectives:
    1) Profile & Settings
    2) Navigation Bar/Dashboard/Admin Tab
    3) Templates (Document Tools, Placeholders, and Checklists)
    4) Transaction Creation
    5) Both sides of the Approval Process for Transactions, Documents, and Tasks
    6) Understanding the Back Office Integration
    7) Managing Back Office notifications and classifications
    8) Key fields and financial milestones
    9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition)  

    Register Now!

    Register for this LIVE Webinar