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Free wire verification training

Ten minutes that every closing deserves.

Two short modules for real estate professionals: the wire verification steps that protect closings, and AI usage expectations for client work. Free, no account needed. Finish both and keep a dated completion record you can share with your broker or team lead.

Module 1 · 5 min

Wire Verification Steps

A change to wiring instructions near closing is the moment to slow down. This module covers the steps your team follows to confirm details before any funds move, and how to treat a late change.

  • Confirm wiring details by calling a number you already had on file, never a number from an email.
  • Treat any change to wiring instructions as a reason to pause and re-confirm before funds move.
  • Use the same written steps on every transaction, so the response does not depend on who is handling it.
  • Note who verified, how, and when, so the step is recorded.
  • When something feels off, slow down and confirm through a channel you already trust.
Module 2 · 5 min

AI at Work

AI tools are useful at work when the data you paste in is safe to share. This module covers what is approved, what is off-limits, and how to treat AI output before sending it to a client.

  • Use only the AI tools listed in the AI Usage Policy. Other tools need owner approval first.
  • Never paste client PII or SSNs, wire and bank account details, contract terms, pre-approval letters, or login credentials.
  • Treat AI output as a draft. A teammate reviews and edits before any client-facing use.
  • Cite assumptions and review numbers manually. AI is confident but can be wrong.
  • When in doubt, ask the policy owner before sending. Treat NDA-covered material as off-limits.
Your completion record

Put your name on it.

We create a dated completion record with your name and a link you can share with your broker or team lead. You also get a removal link, so the record stays yours.

A completion record is a self-created note of what you read and when. It is not a certificate, an accreditation, or continuing-education credit. Index8 provides readiness guidance, documentation support, and educational templates based on common security practices. It does not provide legal, insurance, compliance, transaction, wire-fraud prevention, or cybersecurity consulting advice. It does not certify, verify, approve, guarantee, or prevent fraud, cyber incidents, or loss. Important decisions should be reviewed with qualified professionals.