There will be 4 phases to the implementation and training.
Let the adventure begin!
The initial two weeks of the training can be quite intense, but there's no need to worry! Together, we will create a plan to ensure your success.
The cadence of training sessions is based on the mutual availability of the trainer and the brokerage.
1. Pre-Installation
The pre-installation phase will begin shortly after the contract with eZmax is signed. A trainer will contact you to schedule a kick-off call. During the call, the trainer will introduce themselves, provide a high level overview of the next steps and answer any questions you have.
Also, the trainer will start to send out emails requesting information that is needed to set up the eZmax database. Examples of information we will request will be financial statements, copy of void cheques, logos, and company information.
Data Importation (if applicable)
If your data is being imported from another system, the trainer will discuss what that process entails and the read-only period.
2. Installation & Database Creation (clean slate vs importation)
This will begin one week prior to training. Our internal teams will create the database with the information provided and/or the imported data. The installation phase is one week as long as no significant issues occur.
3. Training
Training will begin after the installation phase is completed. The trainer will train with brokerage team in the new eZmax database. The brokerage will select which administrators and management or ownership that will participate.
TIP: We recommend meeting with your trainer at least once a day for 1-2 hours per day for the first two weeks.
Important: Training will be done using MS Teams. The workstation(s) used for training will need to have a microphone and speakers or connection to a Bluetooth headset. Audio capabilities are mandatory, video capabilities are optional, but recommended.
The training will include data validation, data entry, system testing and system functionality. Topics are trained in a progressive, foundational order to ensure a steady learning curve. We will be training in real time with real data. It is important to stay in sequence to avoid any data issues and to ensure the learning is effective and knowledge is retained.
Training topics will include:
| Introduction to eZmax | System Configuration & Data Validation |
| Agent Configuration & Set Up | EDM (Electronic Document Management) |
| Transactions (Listing/Deal/Deposit) | Transaction Payout |
| Accounts Payable | Accounts Receivable |
| Payroll | Financials & Reports |
| eZsign (Administrator) | FINTRAC |
| Agent Portal Review (brokerage) | Agent Portal Review (agent - optional) |
FYI: Additional training topics will be scheduled based on the operational cycles of the brokerage. For instance, training for monthly activities will be conducted when it is time to perform those specific tasks.
Graduation 🎓
Graduation from training typically occurs between 8-12 weeks of training (after 2 full month end cycles) has been completed. Once graduated, the client support team will become the first point of contact for all questions or issues
Future Action Items
There will be additional information needed to complete the eZmax database. The trainer will request the information during the pre-installation or installation phase. There will be checklists along the way that your trainer will share or assign as homework.
Here is a preview of some items that you will be asked to provide:
| List of Users | List of all the people that will be using eZmax (admins, etc. – not agents) |
| What is their current role in the brokerage | |
| What is the hourly rate or salary (if they will be paid out of eZmax) | |
| Financial Statements & Chart of Accounts | All bank reconciliations need to be up to date |
| We will need financial statements (trial balance) from last fiscal year end and last full month | |
| List of any outstanding cheques, outstanding A/R and A/P, list of held trust deposits for open transactions | |
| Bank Information | This will include bank name, account numbers |
| EFT information (if applicable) | |
| Company logo | Copy of the company logo that will be used on system generated letters, invoices, etc. |
| MLS Board Integration (RETS Feed) – if applicable | Listings will be able to appear in eZmax to streamline the process of working with a transaction |
| Note: there may be an additional cost charged by the board. Contact board for pricing details. |
TIP: You can find various checklists your trainer may share on your training journey under our Checklist category.