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:

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!

Disaster: If you perform work in a state where restoration makes up the majority of your work, this is the class for you! We’ll walk through how to track disaster regulations in each state you’re working in, deadlines and delinquent accounts, and the different types of documents to send in each scenario.