Lone Wolf Learning Lab

Empower your members and staff to succeed.

You want your members and staff to fully understand the technology you provide—but that can be challenging.

With the Learning Lab, it’s easier than ever to ensure your member benefits are being adopted and used to their fullest potential.

Welcome to the Lone Wolf learning lab.

Get ready for a tailored training experience designed to empower your organization and its members. Our comprehensive training programs ensure everyone receives the specialized knowledge to maximize the member benefits you’re proud to provide.

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Who do you want to train?

Our training programs offer you the flexibility to educate your membership through two methods: by training your staff or by directly training your members.

Members

Here are our most popular training programs.

3 sessions

Lone Wolf Transactions
(zipForm Edition)

This program has three annual webinar training sessions:

  1. How to: Listing transactions.
  2. How to: Purchase transactions.
  3. How to: Authentisign packets.

3 sessions

Lone Wolf Transactions
(TransactionDesk Edition)

This program has three annual webinar training sessions:

  1. How to: Listing transactions.
  2. How to: Purchase transactions.
  3. How to: Authentisign packets.

3 sessions

Cloud CMA

This program has three annual webinar training sessions:

  1. How to: CMA reports.
  2. How to: Listing presentations.
  3. How to: Buyer engagement resources.

Staff

Choose from our suggested training paths below, or reach out to create your own!

2 sessions

Lone Wolf Transactions
(zipForm Edition)

This program offers two training sessions that show internal staff and trainers the basics of:

  1. Creating transactions
  2. Navigating the system

2 sessions

Lone Wolf Transactions
(TransactionDesk Edition)

This program offers two direct training sessions and promotional material that show internal staff and trainers the basics of:

  1. Creating transactions
  2. Navigating the system

2 sessions

Cloud CMA

This program offers two direct training sessions and promotional material that show internal staff and trainers the basics of:

  1. Listing tools
  2. Tools for buyer’s agents

Build your custom path with your choice of these sessions:

  • zipForm Edition
  • TransactionDesk Edition
  • Transact
  • Boost
  • Connect
  • CMA

Product spotlight

timer20 minutes

A high-level overview of the product for your next vendor showcase.

Create purchase transactions

timer1 hour

Everything a buyer agent needs to know about creating transactions, including:

  • Creating a purchase transaction
  • Adding purchase parties
  • Adding documents and checklists
  • Setting up an eSignature packet with Authentisign
  • Adding signing parties with Authentisign
  • Preparing documents for eSignatures with Authentisign
  • Sending eSignature packets with Authentisign

Create listing transactions

timer1 hour

Everything a listing agent needs to know about creating transactions, including:

  • Creating a listing transaction
  • Adding listing parties
  • Adding documents and checklists
  • Setting up an eSignature packet with Authentisign
  • Adding signing parties with Authentisign
  • Preparing documents for eSignatures with Authentisign
  • Sending eSignature packets with Authentisign

Templates and checklists

timer1 hour

See how to create and use templates and checklists, including:

  • Creating a template
  • Setting up initial settings
  • Managing checklists in a template
  • Using task due dates in a template
  • Managing documents and forms in a template
  • Adding a template to a new transaction
  • Adding a template to an existing transaction

Authentisign

timer1 hour

See how to set up and send eSignature packets—and understand the client experience.

  • Preparing and setting up packets
  • Selecting forms and documents
  • Selecting signing parties with Authentisign
  • Adding signature blocks with Authentisign
  • Checking signature progress with Authentisign
  • Seeing the client perspective (signer and reviewer) with Authentisign
  • Managing completed documents and emails

Product spotlight

timer20 minutes

A high-level overview of the product for your next vendor showcase.

Create purchase transactions

timer1 hour

Everything a buyer agent needs to know about creating transactions, including:

  • Creating a purchase transaction
  • Using the wizard
  • Using the transaction dashboard
  • Adding purchase partners
  • Setting up an eSignature packet with Authentisign
  • Adding signing parties with Authentisign
  • Preparing documents for eSignatures with Authentisign
  • Sending eSignature packets with Authentisign

Create listing transactions

timer1 hour

Everything a listing agent needs to know about creating transactions, including:

  • Creating a listing transaction
  • Using the wizard
  • Using the transaction dashboard
  • Adding purchase partners
  • Setting up an eSignature packet with Authentisign
  • Adding signing parties with Authentisign
  • Preparing documents for eSignatures with Authentisign
  • Sending eSignature packets with Authentisign

Authentisign

timer1 hour

See how to set up and send eSignature packets—and understand the client experience.

  • Introduction to Authentisign
  • Preparing and setting up packets
  • Adding forms and documents
  • Working with review tools
  • Adding and arranging pages
  • Saving custom notes
  • Exploring the client signing journey

Templates and checklists

timer1 hour

See how to create and use templates and checklists, including:

  • Setting up checklists
  • Adding manual and automated tasks
  • Creating a template
  • Managing checklists in a template
  • Managing documents and forms in a template
  • Adding a template to a new transaction
  • Adding a template to an existing transaction

Product spotlight

timer20 minutes

A high-level overview of the product for your next vendor showcase.

Create purchase transactions

timer1 hour

Everything a buyer agent needs to know about creating transactions, including:

  • Creating a purchase transaction
  • Adding purchase parties
  • Adding documents and checklists
  • Setting up an eSignature packet
  • Adding signing parties
  • Preparing documents for eSignatures
  • Sending eSignature packets

Create listing transactions

timer1 hour

Everything a buyer agent needs to know about creating transactions, including:

  • Creating a listing transaction
  • Adding listing parties
  • Adding documents and checklists
  • Setting up an eSignature packet
  • Adding signing parties
  • Preparing documents for eSignatures
  • Sending eSignature packets

Authentisign

timer1 hour

See how to set up and send eSignature packets—and understand the client experience.

  • Preparing and setting up packets
  • Selecting forms and documents
  • Selecting signing parties
  • Adding signature blocks
  • Checking signature progress
  • Seeing the client perspective (signer and reviewer)
  • Managing completed documents and emails

Templates and checklists

timer1 hour

See how to create and use templates and checklists, including:

  • Setting up checklists
  • Adding manual and automated tasks
  • Creating a template
  • Managing checklists in a template
  • Managing documents and forms in a template
  • Adding a template to a new transaction
  • Adding a template to an existing transaction

Product spotlight

timer20 minutes

A high-level overview of the product for your next vendor showcase.

Fundamentals

timer1 hour

Get new agents up and running with Boost and share resources for further training.

  • Introduction to Boost
  • Accessing Boost
  • Exploring the dashboard
  • Creating a listing ad
  • Creating an agent promo ad
  • Managing account settings
  • Accessing training and support resources

Product spotlight

timer20 minutes

A high-level overview of the product for your next vendor showcase.

Fundamentals

timer1 hour

Get new agents up and running with Connect and share resources for further training.

  • Downloading the mobile app
  • Signing in
  • Navigating the user menu
  • Searching for listings
  • Saving searches
  • Using in-app tools
  • Accessing training and support resources

Product spotlight

timer20 minutes

A high-level overview of the product for your next vendor showcase.

Cloud CMA:
Demonstrate value to your buyers.

timer29 minutes

Learn what tools are available to support your buyers in Cloud CMA.

  • Create a buyer tour
  • Create a buyer CMA

Cloud CMA:
Pages that help you win.

timer1 hour

Discover what pre-built pages are available for your CMA report and create templates in Cloud CMA.

  • Pre-built pages
  • Telling the story (PDF)
  • Telling the story (Live CMA)
  • Custom Pages

Cloud CMA:
Fundamentals

timer1 hour

Get new agents up and running with Cloud CMA and share resources for further training.

  • Introduction to Cloud CMA
  • Accessing Cloud CMA
  • Navigating the homepage
  • Creating a CMA
  • Viewing live reports
  • Viewing PDF reports
  • Managing account settings
  • Accessing training and support resources

Cloud MLX:
Searching for listings

timer30 minutes

See how to search and share listings with buyers and sellers with Cloud MLX.

  • Introduction to Cloud MLX
  • Managing account settings
  • Searching and sharing listings
  • Using area tabs
  • Using collections tabs
  • Accessing training and support resources

Cloud Streams:
Creating a stream

timer35 minutes

See how to create listing alerts for buyers with Cloud Streams.

  • Introduction to Cloud Streams
  • Managing account settings
  • Creating a stream
  • Using the activity tab
  • Using the streams tab
  • Using the clients tab
  • Managing email notifications
  • Accessing training and support resources

Build your custom program with your choice of these sessions:

  • zipForm Edition
  • TransactionDesk Edition
  • Transact
  • Boost
  • Connect
  • CMA

Train the trainer package

timer4 hours

Set up your in-house trainer for success with Transactions (zipForm Edition). Trainer resources will be provided.

  • Navigation and transactions
  • eSignatures via Authentisign
  • Templates
  • Checklists

Train the trainer package

timer3 hours

Set up your in-house trainer for success with Transactions (TransactionDesk Edition). Trainer resources will be provided.

  • Navigation and transactions
  • eSignatures via Authentisign
  • Templates

Train the trainer package

timer3 hours

Set up your in-house trainer for success with Transact. Trainer resources will be provided.

  • Navigation and transactions
  • Authentisign fundamentals and layouts
  • Templates

Train the trainer package

timer1 hour

Set up your in-house trainer for success with Boost. Trainer resources will be provided.

  • Introduction to Boost
  • Accessing Boost
  • Exploring the dashboard
  • Creating a listing ad
  • Creating an agent promo ad
  • Managing account settings
  • Accessing training and support resources

Train the trainer package

timer1 hour

Set up your in-house trainer for success with Connect. Trainer resources will be provided.

  • Downloading the mobile app
  • Signing in
  • Navigating the user menu
  • Searching for listings
  • Saving searches
  • Using in-app tools
  • Accessing training and support resources

Cloud CMA: Train the trainer package

timer3 hours

Set up your in-house trainer for success with Cloud CMA. Trainer resources will be provided.

  • Fundamentals
  • Generating new leads
  • Creating pages that convert prospects

Cloud MLX: Train the trainer package

timer1 hour

Set up your in-house trainer for success with Cloud MLX. Trainer resources will be provided.

  • Introduction to Cloud MLX
  • Managing account settings
  • Searching and sharing listings
  • Using area tabs
  • Using collections tabs
  • Accessing training and support resources

Cloud Streams: Train the trainer package

timer1 hour

Set up your in-house trainer for success with Cloud Streams. Trainer resources will be provided.

  • Introduction to Cloud Streams
  • Managing account settings
  • Creating a stream
  • Using the activity tab
  • Using the streams tab
  • Using the clients tab
  • Managing email notifications
  • Accessing training and support resources

Get started on the path to tech success today.

Fill out the form below to connect with our team today and get your Learning Lab program underway!

 

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While using our software, users can easily access help content and step-by-step walkthroughs to guide them through every feature and process.