---
title: Clean Slate Installation User Homework Checklist
description: Stay on track and be prepared for your training session with our helpful checklist.
---

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 Welcome to eZmax Onboarding

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1. [Training Guide](https://onboarding.ezmax.ca/migration?hsLang=en)
2. [Checklists](https://onboarding.ezmax.ca/migration/checklists?hsLang=en)

# 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](https://onboarding.ezmax.ca/hubfs/eZmax%20Onboarding/Clean_Slate_Installation_Checklist.pdf?hsLang=en). 

**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 |

 

- [Getting started](https://onboarding.ezmax.ca/migration/getting-started?hsLang=en)
- [Checklists](https://onboarding.ezmax.ca/migration/checklists?hsLang=en)
- [Learning Resources](https://onboarding.ezmax.ca/migration/learning-resources?hsLang=en)
- [Clean Slate Approach](https://onboarding.ezmax.ca/migration/clean-slate-approach?hsLang=en)
- [Support](https://onboarding.ezmax.ca/migration/support?hsLang=en)

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