Training Tasks Group 07 - People for Properties
In darwin, all Buyers and Sellers, Title Companies, Co-offices and agent information is entered and found in the People menu. Training Tasks for Certification of Training Task Group 7 will show users how to navigate different submenus of the People menu that will be used when adding a new Seller or Buyer to a transaction, or using an existing Seller or Buyer to add to a transaction. Where to add or edit existing partners that may be involved in a transaction like a Title company or Co-Broke office.
Due to recent updates of the darwin software, some screens have changed. Please know that the written steps will be accurate, what you see on the video may show a slightly different screen.
It is important to note: Never use the same property or person record for different tests. If a property or person record has already been used by yourself or a co-worker, select a different record to perform your Training Task. Failure to follow these rules will keep either you or one of your co-workers from getting full credit for completing the Training Task.
Recorded and written instruction for each Training Task in Group 07 - People for Properties are found below.
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- 7.10 Add a new Buyer/Seller
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- 7.11 Edit an existing Buyer / Seller
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- 7.12 Add a new Title Company
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- 7.13 Add a new Referral Company
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- 7.14 Add a new CoBroke office
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- 7.15 Add a new CoBroke Agent
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