Introduction to btPRO OnDemand Training
How to Complete This Course
Welcome to btPRO!
What to Expect: Onboarding Process Overview
What Are User Roles, Entities, and Scope Levels in btPRO?
Introduction to Lead Duplication and Lead Privacy
Test Your Knowledge on the Basics
Managing Your Agents, Lenders, Teams, and Offices
How to Set Up Lead Routing Rules
Test Your Knowledge on Entity Management
Smart CRM Overview and Introduction to Ponds
Why Are Smart Campaigns Integral to Success?
Understanding btPRO’s Automation
Where Is Your btPRO Website and How Do Visitors Use It?
Test Your Knowledge on btPRO’s Tools
How to Integrate Your Existing Lead Generation
Leverage btPRO’s Landing Pages for Recruiting
What “Done for You” Advertising Does btPRO Offer?
Test Your Knowledge on Lead Generation
Why Is It Important to Plan for Your Agents’ Adoption of btPRO?
Supporting and Championing btPRO Internally!
Using Your Dashboard as an Admin
Tracking Agents’ Success in Business Analytics
Test Your Knowledge on Adoption Strategies
Closing Remarks & Next Steps
Before you go...
Ready To Get Admin Mastery Certified?
