eZmax Additional Training Information

Has your brokerage hired a new administrator?

Has your brokerage hired new a new agent and want them using the eZmax agent portal?

Is there something in eZmax you have basic knowledge of but wanting more knowledge?

Your brokerage has been with eZmax for some time and you want a refresher?

Are there some issues with the accounting in eZmax that you require assistance with?

Hourly Rate	$145.00 + tax
½ Day (4 Hour) Package	$522.00 + tax 10% discount
¾ Day (6 Hour) Package	$739.50 + tax 15% discount
Full day (8 Hour) Package	$928.00 + tax 20% discount

How does it work ?

1. Your brokerage needs to send in a support ticket to support@ezmax.ca indicating the name and email of the person authorizing the training.

2. eZmax will send you the Additional Training order form. You’ll select your training package option and select the topic or topics you would like to be trained.

3. In order to qualify for the discounted rates, pre-payment is required.

4. The Additional Training order form will be processed and you will be invoiced.

5. eZmax will contact you to schedule the training session(s).

6. All training sessions must be completed within 60 days of payment being received.

7. Minimum training session duration is 30 minutes.

8. Any purchase of additional training is non-refundable.

On-site training

Would you like an eZmax trainer to come to your brokerage?

The hourly rate or training package rates will apply along with and all trainer expenses*. A quote would be provided to the brokerage and will need to be signed-off before training sessions are scheduled.

_*_trainer travel expenses include, but not limited to, transportation expenses (airfare, mileage, travel time), accommodation, food per diem, etc.

Available Training Topics

System Configurations (1 or 2 hours)	Setup users/user permissions, add external brokerages/agents, lawyers, add required documents, etc.
Agent Configuration & Setup (1 or 2 hours)	Add agents, agent teams, agent commission deductions/office fees, monthly expenses, etc.
Transactions (1 hour)	Create/modify listings/deals, add trust deposits
Electronic Document Management (1 hour)	Add documents, send documents, electronically sign documents, etc.
Transaction Payouts & Corrections (2 heures)	Payout transaction, make payout corrections/reversals
Accounts Payable (1 hour)	Add suppliers, enter purchases, invoice purchase/supply to agents, etc.
Accounts Receivable (1 hour)	Receive payments/funds, create, monthly agent invoicing, etc.
Payroll (1 or 2 hours)	Add employees, create payroll, etc.
Financials & Reports (1 or 2 hours)	Bank reconciliations, financial statements, financial reports, general ledger, etc.
eZsign (1 hour)	send document for signature, personal folders, shared folders, etc.
FINTRAC (1 hour)	Questions, Business Relationship, ID verification, reports, etc.
Agent Portal Training – Brokerage (1 hour)	Review agent portal and how it relates to the admin portal
Agent Portal Training - Agent (1 hour)	Review functionality, etc. with agent(s)