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Zoom: Reduce Risk and Remain Compliant for Brokers Using Form Simplicity (2 CE)

January 11 @ 2:30 pm - 4:30 pm


Instructor: Kaz Cisowski

This class will cover Form Management, Agent Management, Brokerage Wide packages, Brokerage Wide clauses, and Assistants Account using Form Simplicity’s Broker Dashboard.  The broker will learn how to use the Broker Submittal and the Broker Review process to set up digital checklists to approve and mark transactions as complete or send change notifications to agents.  After the transaction is marked complete by the broker, the transaction is automatically stored in the broker’s Form Simplicity’s online storage, complying with legal requirements. 

Brokers, Office Managers/Administrative Assistants with Broker Authority only should attend this class.

If you have a disability and may require a reasonable accommodation to fully participate in this event please contact the Education Team at 305-468-7066 or for a reasonable accommodation at least 48 hours before the class.


January 11
2:30 pm - 4:30 pm
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