Agentbox Training Topics
See details of some of our most frequently used training topics below. If you are interested in proceeding with training have a chat with one of our friendly trainers around building a bespoke training package.
Please click here to reach our training team.
| Topic | Content |
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The Agentbox App Suitable for all |
This session is focused primarily on Prospective Buyer & Tenant Management in the App. |
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Client Management & the Activity Report Suitable for all |
This session demonstrates how to manage your inspection and enquiry feedback, send contracts/documentation, log offers, communicate with your prospective buyers/tenants and produce a market-leading report that showcases all the feedback to your vendors or landlords. |
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Properties, Appraisals & the Pipeline Suitable for all |
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Contact Management Suitable for all |
This session demonstrates the importance of data integrity, the single view of a contact & the value that this can bring, how a handful of carefully thought through classes are invaluable to your database and the power client specific requirements play when managing both buyers and prospective vendors. |
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e-Newsletters Suitable for all |
Agentbox has a range of dynamic eNewsletter templates. Learn how to create targeted marketing lists, create Just Listed, Just Sold and build impactful and effective Market Updates using our General eNews Template. |
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Listings and the Sales Process Suitable for all |
The session details how to create and manage listings for portal feeding, exchanges and the settlements process. Strong and seamless processes will strengthen the buyer and vendor relationship ensuing they will turn to you next time they want to sell another property. |
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Templates: SMS, Email & Letters Suitable for all |
Templates reduce work time, allowing you to perform quick actions on the go, provide consistency and uniformity of content that accurately represents your brand and streamline administrative processes and compliance best practices. This session provides insights into how to create letter, email and SMS templates to support your business and individual needs. |
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Suitable for agents, managers & business owners |
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Prospector Suitable for agents |
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Suitable for Leasing staff / Property Managers
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The unsung heroes of Real Estate! In this session, we will cover off how to create new lease listings, prepare them for marketing & export them to the portals, mark them as leased and clone listings for re-lets! |
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Suitable for administrators |
In this session, you will learn how to effectively create & manage suppliers, supplier items, marketing packages & invoices. |
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Time Management: Tasks and Activity Schedules Suitable for all |
How many times have you missed an opportunity because you forgot to follow up with the client? If the answer is more than one, then you need this session! It will cover off how you can create & manage your daily tasks & reminders, build & tailor your activity schedules and never an opportunity again!
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Suitable for admin, managers & business owners |
Data is the key to making good business decisions – which is why the most successful businesses use reporting and data insights to drive positive change. This session demonstrates how to manage listing, agent and office commissions and external conjunctions. Plus how to monitor the key sales metrics that it produces that will allow you to forecast future business results and analyse and implement different sales strategies for your business. |
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System Configuration & Permissions Suitable for administrators, managers & business owners |
System Configuration and Permissions serves as the essential building blocks of the system and form the foundation of the way a business interacts with Agentbox. This session takes a detailed look at how to configure Agentbox to your business needs and manage staff through a comprehensive suite of permissions that connects staff to the operational strategies of the business.
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Projects - Listings Suitable for agents |
Learn how to effectively create & manage your projects, add, clone & manage listings and export them to portals. |
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Projects - Contacts Suitable for agents |
In this session, we will focus on how to manage your enquiries for your projects, update feedback, manage offers & generate a project report for your clients. |
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Debits & Credits Suitable for administrators that manage payroll |
Learn how to review & update commissions, set up commission profiles, ad-hoc debits & credits & submit your first report! |
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Sales Trust Suitable for business owners and those with access to the trust module |
This is a consultative session only. Please note that we are not sales trust professionals, we can only train you on how to use the sales trust in Agentbox such as Receipts, Payments & Reconciliation. Compliance & legislation requirements are solely the responsibility of the office or the licensee in charge. |
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Agentbox Proposals Suitable for all |
Learn how to effectively create & manage digital proposals through Agentbox Proposals - a fully branded, interactive, and customisable digital proposal solution. |
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Quickstart Suitable for all |
Join our Agentbox trainers for this 90-minute online workshop as we provide foundational information, key tips, and useful tools as you get started with Agentbox.
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The Expert Buyer Guide Suitable for experienced users |
In this session we drill down in the Buyer database, identify opportunities to update and refresh our contact records and learn to leverage our saved searches. |
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Appraisal to List Accelerator Suitable for experienced users |
In this session we focus on finding, prospecting, and winning past, current, and potential appraisals.
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Prospecting Roadmap - Area Expert Suitable for experienced users |
In this session we focus on multi-channel marketing in a target location. Find new prospects, book appraisals and potential clients all with Agentbox Prospector. |