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.
Mentor & Team Leadership Certification
Prepares senior agents and managers to mentor, coach, inspect standards, and build healthy team operating habits.
Build a 30-day coaching plan for an agent that includes standards, review cadence, and escalation points.
Progress
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Mentor & Team Leadership Certification
Mentor & Team Leadership credential validates coaching, performance review, team standards 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.
Mentor Responsibilities Assignment
Mentor Responsibilities
Coaching Cadence Assignment
Coaching Cadence
Team Standards Assignment
Team Standards
Reviewing Performance Assignment
Reviewing Performance
Escalation and Support Assignment
Escalation and Support
Leadership Capstone Assignment
Leadership Capstone
Final Capstone Assignment
Course Modules
1. Mentor Responsibilities
3 lessons | Checkpoint assessment
Mentor Responsibilities 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: Mentor Responsibilities Checkpoint
2. Coaching Cadence
Locked3 lessons | Checkpoint assessment
Coaching Cadence 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: Coaching Cadence Checkpoint
Pass Mentor Responsibilities Checkpoint
3. Team Standards
Locked3 lessons | Checkpoint assessment
Team Standards 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: Team Standards Checkpoint
Pass Mentor Responsibilities Checkpoint
4. Reviewing Performance
Locked3 lessons | Checkpoint assessment
Reviewing Performance 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: Reviewing Performance Checkpoint
Pass Mentor Responsibilities Checkpoint
5. Escalation and Support
Locked3 lessons | Checkpoint assessment
Escalation and Support 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: Escalation and Support Checkpoint
Pass Mentor Responsibilities Checkpoint
6. Leadership Capstone
Locked3 lessons | Checkpoint assessment
Leadership Capstone 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: Leadership Capstone Checkpoint
Pass Mentor Responsibilities Checkpoint
Course Authors
Sam Charney
Principal | Executive
Andrew Steiker-Epstein
Brokerage Director | Brokerage
Hanna Botbol
Director of Operations | Operations
Resources
Mentor Responsibilities source briefing
Mentor Responsibilities completion checklist
Mentor Responsibilities workflow map
Mentor Responsibilities completion checklist
Mentor Responsibilities virtual scenario case
Mentor Responsibilities manager-review template
Coaching Cadence source briefing
Coaching Cadence completion checklist