Scheduling a Welcome Call

This document explains how to schedule an appointment with one of our Product Coaches for a software introduction.

Document 1009  ¦  Last updated:  11/17/2017 RR2

If you're new to a la mode, booking a Welcome Call with one of our expert technicians is one of the best ways to get up and running!  We offer two free 45‑minute sessions, because we understand that sometimes you just need to talk one‑on‑one with a real person.  Choose a time to fit your schedule, and a dedicated Product Coach will contact you for a live, customized introduction.

Because our Welcome Calls are personalized to your needs, our Product Coaches will cover any topic that you request.


Some common topics on our Welcome Calls include:

  • Getting started with TOTAL
    • Contacts
    • Creating reports
    • Merging with templates
    • QuickLists and Recent Responses
    • SmartAdjust
    • The Comps Database
    • SmartAddress
    • The MLS Text Importer
  • Getting started with Titan Analytics
    • Creating an MLS export file
    • Filling out your 1004MC
  • Getting started with TOTAL for Mobile
    • Syncing to the cloud
    • Uploading and downloading reports

Remember, our technicians will cover any topic that you request.  Or, if you just need a general intro to the software, that's fine too!

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