Vault CRM: Getting Started for Admins - Video

Learn to navigate Vault CRM’s administration features, including property appraisals, listings, marketing, and sales processing, to streamline tasks and enhance efficiency.

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About this course

This video is designed to help admins get up and running with key features in MRI Vault CRM. You’ll learn how to efficiently add and manage appraisals, convert them into listings, match buyers, and process sales from start to finish. Whether you’re new to the platform or need a refresher, this session will equip you with the tools to manage your admin tasks with ease.

Upon completion of this video, you will be able to:

  • Add appraisals and convert them into listings with a clear and efficient process
  • Match buyers to suitable properties
  • Process sales from start to finish, managing all key stages with ease and confidence
  • Handle agent deductions, and allocations, and ensure a smooth transition from conditional to settlement sale status

Curriculum1 hr 9 min

  • Vault CRM: Getting Started for Admins - Video 1 hr 9 min
  • Survey

About this course

This video is designed to help admins get up and running with key features in MRI Vault CRM. You’ll learn how to efficiently add and manage appraisals, convert them into listings, match buyers, and process sales from start to finish. Whether you’re new to the platform or need a refresher, this session will equip you with the tools to manage your admin tasks with ease.

Upon completion of this video, you will be able to:

  • Add appraisals and convert them into listings with a clear and efficient process
  • Match buyers to suitable properties
  • Process sales from start to finish, managing all key stages with ease and confidence
  • Handle agent deductions, and allocations, and ensure a smooth transition from conditional to settlement sale status

Curriculum1 hr 9 min

  • Vault CRM: Getting Started for Admins - Video 1 hr 9 min
  • Survey