Charney Academy

Learning, certification, onboarding, and agent development.

Charney Academy

Train every user, certify every course, and scale Charney knowledge through structured learning paths, assessments, authors, reports, and internal credentials.

Courses
Beginner4 hoursRequired

Agent Hub User Certification

Orients users to Command Center, core hubs, permissions, sensitive data handling, mobile use, and notification expectations.

Navigate the core hubs without duplicating work
Use permissioned data responsibly
Keep notifications and tasks inspection-ready

Run a simulated day in Agent Hub, moving a lead, task, listing asset, deal note, and data request through the correct places.

Continue Learning

Progress

44%

Agent Hub User Certification

Agent Hub User credential validates platform fluency, data hygiene, workflow routing through viewed lessons, module checkpoints, and a final scenario assessment.

Assignments

Assignments live outside the module player so module progression stays focused on lessons followed by the assessment step.

0/9 submitted

Course Modules

1. Command Center

3 lessons | Checkpoint assessment

Command Center must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Command Center Checkpoint

Module completePassed

2. Communications Hub

3 lessons | Checkpoint assessment

Communications Hub must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Communications Hub Checkpoint

Module completePassed

3. Marketing Hub

3 lessons | Checkpoint assessment

Marketing Hub must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Marketing Hub Checkpoint

Module completePassed

4. Deal Hub

3 lessons | Checkpoint assessment

Deal Hub must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Deal Hub Checkpoint

Assessment ready

5. Community Hub

Locked

3 lessons | Checkpoint assessment

Community Hub must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Community Hub Checkpoint

Pass Deal Hub Checkpoint

Pass previous assessment

6. Market Intelligence

Locked

3 lessons | Checkpoint assessment

Market Intelligence must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Market Intelligence Checkpoint

Pass Deal Hub Checkpoint

Pass previous assessment

7. Data Hub, Permissions, and Sensitive Data

Locked

3 lessons | Checkpoint assessment

Data Hub, Permissions, and Sensitive Data must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Data Hub, Permissions, and Sensitive Data Checkpoint

Pass Deal Hub Checkpoint

Pass previous assessment

8. Mobile Use and Notifications

Locked

3 lessons | Checkpoint assessment

Mobile Use and Notifications must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Mobile Use and Notifications Checkpoint

Pass Deal Hub Checkpoint

Pass previous assessment

Course Authors

IS

Ian Smith

Technology Lead | Technology

AS

Andrew Steiker-Epstein

Brokerage Director | Brokerage

DR

Dani Rubenstein

Marketing Director | Marketing

Resources

Command Center source briefing

Command Center completion checklist

Command Center workflow map

Command Center completion checklist

Command Center virtual scenario case

Command Center manager-review template

Communications Hub source briefing

Communications Hub completion checklist

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