Training Videos

Self-Paced Training

Training Videos

Interactive Agent Reporting (IAR)

Submitting and Reversing an IAR Sales Report (Running time 4 minutes 53 seconds)
This video demonstrates how to submit an reverse an IAR sales report.

Tax Only Refunds (Running time 4 minutes 59 seconds)
This training video demonstrates how to perform a tax only refund in IAR.

Electronic Miscellaneous Documents (EMDs) Overview (Running time 4 minutes 39 seconds)
This training video provides an overview on EMDs.

Exchanges 101
This training video series will discuss the most common IAR exchange errors and how to mitigate and correct them.

The IAR Partial Exchange Workaround (Running time 7 minutes 03 seconds)
This training video discusses an IAR workaround that is available to agents when performing partial exchange transactions.

Check Form of Payment – Even Exchanges (Running time 3 minutes 05 seconds)
This training video discusses the Form of Payment error received on even exchange transactions.

Transaction Used in a Refund or Exchange – Cannot Modify (Running time 3 minutes 12 seconds)
This training video discusses IAR error, "Transaction Used in a Refund or Exchange – Cannot Modify".

Coupons Not Available for Use (Running time 4 minutes 24 seconds)
This training video discusses the IAR, "Coupons Not Available for Use".

Document Not Found (Running time 4 minutes 57 seconds)
This training video discusses the IAR error, "Document Not Found".

MCO Issued for Residual Value (Running time 5 minutes 16 seconds)
This training video discusses issuing a MCO for residual value.

Exchange with a Residual Value (Lost) (Running time 3 minutes 37 seconds)
This training video will discuss issuing an exchange with a residual value that is being lost (A Lose-it-Amount) and to account for it in IAR.

Retry Later – Document In Use (Running time 2 minutes 44 seconds)
This training video discusses the IAR error, "Retry Later – Document In Use".

Best Practices for Processing Exchange Transactions (Running time 2 minutes 07 seconds)
This training video discusses best practices agents should follow to mitigate IAR exchange errors and mistakes.