TCG DATAE – Remote Agents Portal
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Your activity

Clients contacted (this week)

0

Cases submitted to HQ

0

Signings assisted

0

Estimated commissions

$0.00

Training Center

Updated weekly

1. TCG DATAE Onboarding – How the remote model works

Watch this first

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2. Using FreshBooks to log client interactions

Logging = getting paid

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3. Requesting a notary through HQ

Required for all signings

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Weekly Updates

  • This week’s focus:

    Submit at least 3 clients to HQ per agent.

  • Reminder:

    Remote agents CANNOT access the Florida unclaimed property portal. All verifications are done by HQ.

  • Commission note:

    $60–$80 for in-person signings. 10% on extra docs (certificates / probate / POA).

Notary Request Form

Use this form ONLY after the client confirmed they will sign.

Case Update to HQ

Submit this when you contact, qualify, or lose a client.

Commissions & Payments

This section is informational for now.

  • • 12–15% on approved claims
  • • $60–$80 per closing (weekly payout)
  • • 10% on every extra certificate (death, marriage, birth, divorce)
  • • 10% on probate / POA / extra legal docs
  • • Access fee: $200/month (tools + phone)

Support & Compliance

Contact HQ only through authorized channels.

TCG DATAE – Remote Operations • All internal content is confidential.