Realtor - New Team Member Onboarding (2023) {{ currentPage ? currentPage.title : "" }}

Summary

This describes the key steps that a Realtor will need to take when joining the team. Feel free to use this linked checklist to keep yourself on track.

Steps

  • Review Buyer Specialist Contract and sign after discussion with Nick - Store in shared Google Drive

  • Review Splits Sheet and sign after discussion with Nick - Store in shared Google Drive

  • Get your headshot updated by our team videographer

  • Create your personal database. You can use this format if you like.

  • Save your personal database in our shared Google Drive and share it with Nick.

  • Write out your goals

  • Apps and Tools (sign up and get familiar with)

    • LastPass - add to your Chrome Browser and start collecting work passwords

    • Google Suite

      • Gmail - log in to your @nickfundytus.ca account

        • Set up your email signature to coordinate with the team

        • Set up email forwarding from your previous account <external link>

      • YouTube - ask to be added as a contributor

      • Spaces/Chat

      • Docs

      • Sheets

      • Meet

      • Calendar

        • Subscribe to team’s calendars and share yours

        • Set up recurring schedules

    • Wiki - Read the Onboarding section of our wiki for general training and understand those items as well as the Buyer Specialist-specific sections. Go ahead and browse the rest.

    • CRM - Follow Up Boss

      • Log in using your @nickfundytus.ca account

      • Download mobile app and sign in

      • Check that you have dialer set up and note the number

      • Set up your voicemail

      • Set up your email signature and profile photo

      • Set up your smart lists

      • Check that you are set up with a Bombbomb integration for video emails.

      • Sign up for and complete Conversion University Course

      • Take FUB Course

      • Download a copy of our team’s FUB Handbook

    • Monday.com

      • Log in with your @nickfundytus.ca account

      • Download mobile app and sign in

      • Take a tour with our team to get familiar with boards

      • Add the address of your to-do board to your Gmail and mail on your phone

      • Complete the Monday.com onboarding board.

  • Read procedures for Weekly Content Roundup. Decide with Nick what your contribution will be if you would like to have a section of your own.

  • Order business cards

  • Get access to wikiful as an editor

  • Add to website

  • Obtain any necessary brokerage logins

  • Set up phone/tablet with FUB, Monday and Google Apps

  • Review how to turn in contracts

  • Review FINTRAC requirements

  • Review agent responsibilities to generate business

  • Get keys to Brokerage/Team offices

  • Discuss basic safety for agents

  • Send agent paperwork to appropriate parties at the office

  • Set up 30/60/90 day review (calendar invites)

  • Suggested Reading. We have a copy of all of these in the office.

    • SOLD by David W Greene

    • Prospect by Brian Icenhower

    • The High Performing Real Estate Team by Brian Icenhower

    • Exactly What to Say for Real Estate Agents by Phil Jones, Chris Smith and Jimmy Mackin

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