This timeline is intended to be a guideline only. Each training will be different depending on availability, level of engagement and complexity.
The timeline chart provided below serves as a valuable tool for your trainer to review the eZmax essentials and effectively guide your training process.. Note that it does not consider time needed for potential homework, system configurations, or changes in process and workflow management. Collaborate with your trainer to discuss the time requirements for each milestone specific to your brokerage.
NOTE:
The duration of training can vary depending on the brokerage.
- Typically training essentials take approximately 2 to 3 weeks.
- After that, your trainer will continue to work with you through 2 month-end cycles.
- During this time, the training may involve ongoing sessions, reviews, or assistance in exploring different use cases of eZmax based on your specific broker team's needs.
|
WHEN |
|
WHAT |
TIME |
|
Week 1 |
Day 1 |
System overview Confirm access (credentials) to database Data validation/Date Entry
|
2 hours |
|
|
Day 2 |
Transaction Lifecycle - Listing Transaction Lifecycle - Deal Transaction Lifecycle - Trust Deposit Agent - Commission Deduction Table |
2-3 hours |
|
|
Day 3 |
Transaction Lifecycle - Payout Staff Payroll
|
2-3 hours |
|
|
Day 4 |
Required Documents Electronic Document Management
|
2 hours |
|
|
Day 5 |
Review Transaction Lifecycle Review Day 1-4 |
2 hours |
|
Week 2 |
|
Agent - Invoicing Table Agent Monthly Billing*
eZsign (Administrator) Other Income Transaction Lifecycle - Miscellaneous
Accounts Payable Accounts Receivable *may be trained at another time due to timing |
8-12 hours |
|
As Needed or as Required Week 3 and beyond |
|
FINTRAC Bank reconciliation Month End Routine
Financial & Accounting Reports Agent Portal - Administrative Review Agent Portal - Agent Training |
8-12 hours |