Find answers to the most common questions about navigating the platform, using our systems, and completing your training.
Navigating the Platform
What is the floating “?” button in the corner?
That is your Quick Links Help Button. Click it anytime to instantly access the Onboarding Checklist, All Courses, your Dashboard, the Help Center, Submit a Support Ticket, or Email Support. It appears on every page of the site.
How do I find a specific course?
Visit the
Courses page to see all available training. You can also find each course linked from the
Onboarding Checklist, or click the ? button for quick links. Courses include: Introduction to Scofield Group LMS, Phase 1 — System Setup, ICA & Brokerage Policy Training, Phase 1 System Setup, Phase 2 Core Training, and Phase 2 Marketing.
How do I navigate between lessons within a course?
Inside each course, use the course content sidebar or the Next/Previous buttons at the bottom of each lesson. Completed lessons show a blue checkmark. You must complete lessons in order — the next lesson unlocks when you finish the current one.
What is Slacker A.I. GPT?
Slacker A.I. GPT is a custom AI assistant built specifically for Scofield Group agents. It can help you with scripts, objection handling, marketing copy, and more. Access it from the navigation menu or click
Slacker A.I. GPT.
Where can I find the Agent Help Center?
You are here! The
Agent Help Center is accessible from the navigation menu under “Agent Help Center” or from the floating ? button. It includes this FAQ, quick links, training course directory, and a support ticket form.
Courses & Training
What courses do I need to complete?
Do I have to complete courses in a specific order?
Yes. The courses follow the 5-phase onboarding structure. Start with Phase 1 (Registration & Platform Orientation), then move through each phase sequentially. Each phase builds on the previous one. The
Onboarding Checklist maps out the exact order.
How do quizzes work?
Some courses include quizzes to test your knowledge. You must pass the quiz to continue to the next lesson. If you do not pass, you can retake it. Quiz scores are tracked on your Dashboard.
How long does the full onboarding take?
Most agents complete the full onboarding in 5-7 business days depending on how much time you dedicate each day. Phase 1 (System Setup) and Phase 2 (Core Training) are the most involved. Plan for 1-2 hours per day minimum.
Can I ask the AI assistant questions about my course?
Yes! The Scofield Agent Assistant (Virtual Instructor) is available inside every course. Look for the chat icon on course and lesson pages. Ask it questions about course content, brokerage policies, system setup, or training requirements and it will help guide you.
I completed a lesson but it still shows incomplete. What do I do?
Make sure you clicked the
“Mark Complete” button at the bottom of the lesson. If the button does not appear, try scrolling to the very bottom. If the issue persists, clear your browser cache or try a different browser. Still stuck?
Submit a support ticket.
Is the AI Marketing Machine course required?
What do I have to complete to go live?
You must complete
Phases 1 through 6 of the
Agent Onboarding Checklist. That means every phase, including Phase 5 (Phase 2 — Core Training & Go Live) and Phase 6 (AI Marketing Machine), has to be fully checked off. Every required item on the checklist must be complete — there are no skippable items.
Do I have to spend money on Meta ads to finish the AI Marketing course?
No. The $3/day Meta ad is optional. Module 6 walks you through exactly how to set one up when you’re ready, but you do not need to spend any money on ads to finish the course, pass the final exam, or earn the Scofield Group AI Marketing Certified Agent designation.
What’s in the AI Marketing Machine course?
Seven modules: (1) Market Reality, (2) The AI Stack (Claude + Canva + Buffer + Ylopo), (3) The Cowork System, (4) The Content Machine (10 posts/day), (5) Canva Design, (6) Ads System ($3/day strategy — optional spend), and (7) Automation (Dotloop, Gmail, Calendar). Each module has a simple version and an instructor deep-dive, copy-paste prompts, and a self-check quiz. You finish with a 20-question final exam and earn certification at 80%+.
How do I earn the Scofield Group AI Marketing Certified Agent badge?
Complete all 7 modules of the AI Marketing Machine course, ship 7 consecutive days of 10 posts/day via Buffer, and pass the final exam with 80% or higher. The badge appears on your agent profile once all three are done.
Is Phase 5 (Phase 2 — Core Training & Go Live) still required?
Yes. Phase 5 is required before go-live, same as Phase 6. Both phases must be complete before you can start taking live clients under Scofield Group.
Getting Help & Support
How do I submit a support ticket?
Scroll up to the
Support Ticket form at the top of this page. Select a category, describe your issue, and click Submit. Your ticket goes directly to Kirby at
[email protected]. You can also click “Submit Ticket” from the floating ? button on any page.
How quickly can I expect a response?
Support tickets are typically responded to within 24 business hours. Urgent issues (locked out of account, system access problems) are prioritized. For fastest response, include as much detail as possible in your ticket.
Can I call or text for support?
The primary support channel is email via the support ticket system or
[email protected]. This ensures your request is tracked and nothing falls through the cracks.
I have a question not covered here. What should I do?
Try asking the
Scofield Agent Assistant (the AI chat available inside every course). If you still need help,
submit a support ticket and we will get back to you. Your question may also be added to this FAQ to help future agents!