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Clean Slate Installation User Homework Checklist

Stay on track and be prepared for your training session with our helpful checklist.

Homework checklist items are listed below.  You may also download a PDF version here. 

Pre-installation Homework:

  • Provide void cheque for each bank account
  • Provide bank account numbers
  • Provide EFT information (if applicable):
    • Processing Center number
    • Originator ID or Issuer Identity
    • Company Name (as it is at the bank)
    • Company Short Name (as it is at the bank)
    • NOTE: contact the bank to get information if unknown
  • Provide company logo(s) (PNG or JPG)
  • Provide basic brokerage information (i.e. current spreadsheet) 
  • Provide list of users (not agents) 
  • What level of access (permissions) will user have 
  • Provide payroll info (payroll frequency, dates, etc.) 
  • Scanned copy of void cheques for all bank accounts (computer printed, in PDF) 
  • Provide last completed bank reconciliation (if needed & determined by back office team)

 

During Installation Homework:

  • Enter deal conditions
  • Enter lawyers
  • Enter external brokerages/agents
  • Enter agents:
    • Enter commission deductions
    • Enter invoicing table
    • Create Teams (if applicable)
  • Create list of required documents
  • Enter reasons to reject documents
  • Create suppliers
  • Create supplies (non-reoccurring expenses)
  • Create employees