Vantage Academy
Train Fast.
Ramp Faster.
Structured onboarding for every role — advisor, manager, administrator. Video walkthroughs, interactive exercises, and platform certification. Most advisors are productive within a single shift.
Training Tracks
Pick Your Role
Advisor Track
Everything an advisor needs to start closing deals in Vantage — lead management, softphone, AI coaching, e-sign, and dispositions.
- Platform orientation & login
- Working your lead queue
- Making calls with the softphone
- Using AI coaching (passive mode)
- Handling objections with AI assist
- Quote, present, and bind
- E-sign and document submission
- Disposition and follow-up
Manager Track
Build and run a high-performance team. Lead distribution setup, AI coaching configuration, commission plans, and performance dashboards.
- Team setup and seat provisioning
- Lead distribution rule configuration
- AI coaching modes (passive/active/compliance)
- Commission plan setup
- Queue management and overflow rules
- Real-time performance monitoring
- Advisor coaching and 1:1 reviews
- Pipeline and forecast management
- Compliance audit log review
- Reporting and export
Admin Track
Full platform administration — tenant config, white-label setup, API integration, RLS, TCPA configuration, and advanced analytics.
- Tenant configuration and branding
- User management and RBAC
- Supabase schema and RLS overview
- API key management
- Twilio and Stripe configuration
- TCPA and compliance setup
- Feature flag management
- Webhook configuration
- Backup and data export
- White-label and custom domain
- Advanced analytics setup
- Incident response basics
Certifications
Prove Your Proficiency
Vantage Certified Advisor
Demonstrate proficiency in lead management, AI coaching, and deal closure workflows.
Requirements
Complete Advisor Track + pass 30-question assessment
Value
Advisors with certification average 23% higher close rates in their first 90 days.
Vantage Certified Manager
Validate expertise in team management, commission configuration, and performance optimization.
Requirements
Complete Manager Track + submit 1 team performance case study
Value
Required for partner resellers operating on the Vantage platform.
Vantage Platform Administrator
Full platform administration competency — compliance, integrations, and advanced configuration.
Requirements
Complete Admin Track + complete a live tenant setup exercise
Value
Required for white-label operators and enterprise deployments.
Start Training Today
Academy access is included in all Vantage plans. No extra cost, no waitlist.