Chapter 11: Courses & Memberships (Agent Training or Client Resources)

Close Master includes a powerful Memberships feature that allows your real estate agency to create and host private, secure online content areas. While commonly associated with selling online courses, this feature is incredibly versatile and can be strategically leveraged by agencies for various valuable purposes beyond direct sales, such as:

  • New Agent Onboarding & Training: Create structured online courses covering essential topics like agency policies & procedures, using Close Master effectively (CRM, Workflows), sales scripts & techniques, compliance training (local/national regulations), local market knowledge modules, technology tool tutorials, etc. Streamline your onboarding process and ensure consistency.
  • Continuing Education & Skill Development for Agents: Host a library of training videos, resource documents (contracts, checklists), advanced sales strategy modules, or recordings of past team meetings or training sessions for your existing agents to access on demand.
  • Exclusive Client Resource Hubs: Provide significant added value to your active clients by creating private portals containing helpful resources relevant to their transaction. Examples:
    • Seller Hub: Checklists for home preparation, vendor recommendations (stagers, photographers, contractors), market reports, guides on the selling process, copies of their listing documents.
    • Buyer Hub: Step-by-step guides to the buying process, mortgage calculators/information, neighborhood guides, vendor lists (inspectors, lenders), copies of their buyer agreement or offer documents.
  • (Optional) Selling Paid Training or Premium Resources: If your agency offers specialized coaching programs, advanced investor training, paid market analysis subscriptions, or other premium educational resources, you can use the Memberships feature along with the Payments integration to sell access online.

This chapter covers the key components of the Memberships feature: building your content structure (Products), creating access rules and links (Offers), managing your members (agents/clients), using assessments like quizzes or assignments, issuing completion certificates, tracking engagement (Analytics), and configuring the overall Client Portal environment where users access this content.

Sections in this Chapter: