TypeOnline Course
PriceFree

When you first Join RE/MAX Elite you will have one on one training with our Bookkeeper Lisi.  She will go over the basics on how to upload and organize your transactions so you can get paid at closing.

For more Q& A on appFiles, reach out to Lisi or Darlene.  They manage our appFiles system.

Below are more videos on the basics of appFiles.

Section 1appFiles Basics
Lecture 1The BasicsFree Preview

An explanation of what appFiles is, its benefits and what you can do in the system

 

What is appfiles from appFiles Videos on Vimeo.

Lecture 2Copy an appFileFree Preview

During this video you will learn how to copy an appFile.

Topics covered in this video include:

• Copy this appFile into a new appFile
• Copy this appFile into an existing appFile

 

Copy an appFile from appFiles Videos on Vimeo.

Lecture 3Merging FormsFree Preview

Learn how to merge forms using the Merge Forms link in appFiles Tools

 

Merging Forms from appFiles Videos on Vimeo.

Lecture 4Using the Help SeriesFree Preview

During this video you will learn how find and use our videos and Quick Reference Guides built into and throughout your appFiles account

 

Using the Help Series from appFiles Videos on Vimeo.

Lecture 5appFile Work Flow ReviewFree Preview

During this video you will learn how an appFile moves through the system.

Topics covered in this video include:

* Understand how an appFile moves to different drawers in the Virtual Filing Cabinets
* Learn who moves the appFile depending on the location
* Learn who is notified when an appFile is put in the Broker/Admin InBox
* Understand how an agent and broker work together during the workflow process

appFile Work Flow Reveiw from appFiles Videos on Vimeo.

Lecture 6appFiles Sections: How to Organize your DocumentsFree Preview

During this video you will learn about the different sections within your appFile account and why its important to organize your documents and forms.

Topics Included in this video include:

* Learn how sections will group your like documents and forms together
* Understand how sections make it easier for everyone to find specific documents

 

appFiles Sections: How to Organize your Documents from appFiles Videos on Vimeo.

Lecture 7Form ValuesFree Preview

During this video you will learn how to prefill data in the forms in your login account

Topics covered in this video include:

• How to prefill data into your forms that is always the same
• How prefilling data will save time completing forms

 

Form Values from appFiles Videos on Vimeo.

Lecture 8Print File InformationFree Preview

Learn how to create a Document (PDF) of File Info and File Description data

Lecture 9Change the File MailboxFree Preview

During this video you will learn how to change the File Mailbox name.

 

Change the File Mailbox from appFiles Videos on Vimeo.

Lecture 10Compose an EmailFree Preview

This video shows you how to compose and send an email from within an appFile

Topics covered in this video include:

* How to select or add the email address of the recipient
* How to verify a copy of the email goes in the Activity Log in the appFile
* How to add attachments and send as an attachment or a link (for large documents)

 

Compose an Email from appFiles Videos on Vimeo.

Lecture 11Submitting Your Completed appFile to your BrokerFree Preview

Submitting Your Completed appFile to your Broker (Changing the File Type/Name)

In this video you will learn how to move your appFile from the Agent Workspace to the Broker InBox

Topics in this video include:

* Understanding the movement of your appFile to different drawers (File Types)
* How to change the appFile name to follow the brokerage naming standard
* How to choose the correct drawer to move to
* Understand how an update is created when you change the file type

 

Submitting Your Completed appFile to your Broker (Changing the File Type/Name) from appFiles Videos on Vimeo.

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