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Skyslope/Fintrac Training with Heather Hayes & Kendra Baines – LV 1-4

July 29 @ 12:00 pm - 1:00 pm

Free

Master SkySlope & Fintracker: Streamline Your Workflow & Compliance

Ready to spend less time on paperwork and more time closing deals?

Join us for a hands-on training session designed to simplify your transaction management and FINTRAC compliance.

We’ll show you how to efficiently manage your deals in SkySlope while making your FINTRAC obligations fast and simple using Fintracker.ca.

In this session, we will cover:

  • SkySlope Forms: How to quickly prepare and send documents
  • DigiSign: Getting your clients to sign remotely in seconds
  • File Management: Submitting documents for broker review with ease
  • Fintracker.ca: Completing FINTRAC requirements quickly and accurately

Work smarter, stay compliant, and keep your transactions moving smoothly.

Event Details: 

Date: Recurring on the 4th Wednesday, monthly

Time: 11:00am – 12:00pm

Location: Carling, Training Room

Host(s): Heather Hayes & Kendra Baines

Virtual: In Person Only

Cost: FREE!

Recommended Level: 1-4 (Everyone)

Open to everyone. No registration required—just show up ready to learn.

 

2148 Carling Ave unit 5 6, Ottawa, ON K2A 1H1, Canada

View Venue Website

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