Educational Classes

Learn with Levelset

Before these training sessions please make sure you’ve logged into your Levelset account because we’re going to hit the ground running. Each training class will focus on a different set of tools or settings in your Levelset account. Whether you’re new to Levelset or looking to level up your account use, we can’t wait to work with you!

We’re really looking forward to working together to empower you get what you earned!

Training & Onboarding Class Schedule:

Levelset 101: Everything you need to get started with Levelset! Our team of payment experts will walk you through account setup, automations and more.

Collections: Join our Collections Class to learn about the effectiveness of voluntary docs like Payment Demands, Invoice Reminders, and NOIs. Learn how to set up your Playbooks and Import Cadences so Levelset can work in the background for you!

  • Tuesdays 10am CT | Every other week | Register >

Texas Monthly Notices: Understanding the Texas Monthly Notice process can be a Texas sized challenge. Our team of Levelset experts will teach you everything you need to know about notices in Texas, and two-step you through the automations and optimization workflows needed to make notice day, your favorite day.

  • Thursdays 10am CT| Every other week | Register >

Waivers: Levelset’s Waivers Webinar covers everything about setting up and adopting the Levelset waiver solution in your account; sending and requesting releases, how to customize, automate, and share your waivers, and how to keep the request moving down the payment chain and consolidated in your account.


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