Backoffice Resources

Here, you'll find all the essential guides and resources to efficiently use the Backoffice Tools within the Iluminai platform.

Account Management:

• Account Configuration
• Agent Teams
• Bulk Inviting Users
• Form Notifications
• Forms and Workflows
• Tailoring to Your Brokerage
• Update Your Notification Settings
• User Management
• User Roles and Permissions

Reporting:

• Generating Reports

Profiles:

• Profile Activity Feed

Additional Resources:

• Data Management Best Practices in Lone Wolf and Third Party Systems
• Importing Data from Third Parties
• Exporting Data from Environmint's Deal Manager
• Exporting Data from Lone Wolf