Interest Schedules

Guides to updating, exporting & sharing Interest Schedules

11 articles in this collection
Written by Michael Avery

▶︎ 1 minute overview of Interest Schedules

Written by Michael Avery
Updated over a week ago

Quick-start Guides

Updating an Interest Schedule

2 minute quick-start guide

Written by Michael Avery
Updated over a week ago

Sharing a schedule with your clients online

2 minute guide to sharing a schedule with your clients

Written by Michael Avery
Updated over a week ago

Collaborate with your Joint Agents

1 minute guide on Joint Agent Interest Schedules

Written by Michael Avery
Updated over a week ago

Full training sessions

Joint Agents Interest Schedules

5 mins initial training session for new users of the Schedules

Written by Michael Avery
Updated over a week ago

FAQs

Add requirements directly to Interest Schedules

Written by Michael Avery
Updated over a week ago

▶︎ Export Interest Schedules to Word or Excel

How-to guide of exporting Interest Schedules to Word or Excel

Written by Michael Avery
Updated over a week ago

▶︎ What are Interest Schedule Live Presentations?

1 minute overview of Interest Schedule Presentations

Written by Michael Avery
Updated over a week ago

What are Discounted Matches? [guide for Disposal Agents]

What they are and how you can use them

Written by Michael Avery
Updated over a week ago

Hide matches from my report

Take control of your report, hide matches from the report

Written by Michael Avery
Updated over a week ago

Interest Schedule Upgrade: FAQs

FAQs regarding hidden and discounted matches

Written by Michael Avery
Updated over a week ago