Agency training rollout plan

Start by training the team on properties, units, owners, tenants, and leases. Do not start with analytics or AI before the team understands source records.

Choose one real property or a training sample and run the full path from property to collection.

Move to listings, images, inquiries, expenses, owner wallets, reports, permissions, and alerts. Make sure each role knows what to review daily.

After two weeks, the team should be able to enter a property, unit, and lease, record a payment, publish a listing, review an owner wallet, and raise a clear support ticket.

Train each person on their core role, then give general read-only understanding of other workflows. This is better than broad permissions and shallow training on everything.

Before applying this article, verify that property, unit, tenant, lease, and collection records are connected inside the agency dashboard. Most operational errors start from a missing link in this chain.

When a number or status looks wrong, return to the source record first instead of editing the report or listing directly.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.