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Schedule A Meeting

If you'd like to learn more about Wise Agent, you can schedule a meeting with our Member Success Specialists. All are free, no extra charge.

Last updated on 25 Feb, 2026

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Training

  • 30 min 

  • Join a Wise Agent team member for a guided one-on-one walkthrough of specific tools, features, or workflows you want to get more familiar with.

Demo

  • 30 min 

  • Join one of our instructors as they take you through a guided tour of all the features available in the industry's most recommended real estate CRM.

Enterprise 

  • 45 min

  • Brokerage (Purchasing multiple licenses)

  • Schedule time with one of our Success Specialists to learn how Wise Agent can streamline and simplify your brokerage’s day-to-day operations.

Onboarding

  • 20 min - 30 min

  • Book your complimentary getting-started session to get your account up and running, connect your lead sources, and get your contacts imported correctly.

We also have Live and On-demand classes.

 

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