Example Curriculum
Scripts and the system
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days
days
after you enroll
Using Genesis
Available in
days
days
after you enroll
- Locating or adding new client (4:44)
- Third party
- Lodging an event (9:24)
- Booking a bucket and transferring a hot lead (4:32)
- Client Identification (4:01)
- Adding another person to the file (5:11)
- Updated Privacy consent for Credit report April 2025
- Credit report tab (3:36)
- Editing wrong numbers (2:49)
- Viewing if an event is on file (7:01)
- Questionnaire step 1 (7:10)
- Questionnaire step 2 (7:15)
- HEM-Questionnaire (4:42)
- Viewing if the client has a ban on Equifax
Example Featured Learning
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