GETTING STARTED STEPS

We are so happy to have you as part of the Corcoran Icon Properties Family! Below is information for you to review, paperwork that must be filled out, and information about our company and what to expect next.

If you have any questions please reach out to Kari at 925-584-1640

STEP 1 - FILL OUT PAPERWORK

The office will send you paperwork to fill out so we can start your onboarding steps with Corcoran Corporate. Please fill out and return these forms ASAp

You can email the forms to kari.cross@corcoranicon.com

STEP 2 - CHOOSE A TC

TRANSACTION CORDINATION

We have amazing in office coordinators that can help process all your escrows. Both Meg and Taylor know all of the Corcoran corporate and office requirements and can help your transactions flow smoothly. They are also in our offices day in and day out if you have any questions. If you choose to use an outside TC, indicate that on the paperwork and choose which office administrator you would like to work with.

Choose which you prefer to work with when filling out your paperwork in step 1

Meg Erks

Discovery Bay Office Manager & TC

Taylor Bomar

Brentwood Office Manager & TC

STEP 3 - E-LICENSING

You want to make sure your license is assigned to our brokerage. IMPORTANT: READ AND COMPLETE EACH STEP TO AVOID DELAYS! There are 3 ways to add your license to Corcoran Icon Properties

1 - Newly licensed agent adding a brokerage for the first time

Go to the website (click website link below)
Click on the Elicensing box on the right
Click update your license
Change responsible Broker
Put in Broker Number 02205397 (NorCal United Real Estate Partners)
When it asks if the Broker is available - CLICK NO
When it asks for an email to certify choose: onboarding@corcoranicon.com
Text Kari at 925-584-1640 and let her know you added the broker to Elicensing

2 - Licensed agent transferring from a different brokerage

Go to the website (click website link below)
Click on the Elicensing box on the right
Click update your license
Change responsible Broker
Put in Broker Number 02205397 (NorCal United Real Estate Partners)
When it asks if the Broker is available - CLICK NO
When it asks for an email to certify choose: onboarding@corcoranicon.com
Text Kari at 925-584-1640 and let her know you added the broker to Elicensing

3 - You are a broker transferring to our brokerage

Contact Kari before proceeding

E-Licensing Website (dre.ca.gov)

STEP 4 - BOARD APPLICATION - DUES & KEY

As an active Realtor you must sign up for the real estate board. Our local board is the Delta Association of Realtors. You can download the application and fill it out. This is to both sign up for the board and to activate you key. Once you have it filled out you can give it to your office admin to have the broker of record sign. Once it is signed by the borker you can take the paperwork to the Delta Association of Realtors office. You can choose to pay your board dues in full or make quarterly payments. Discuss payment options with them directly. (This is required for all active Realtors from any brokerage) MAKE SURE YOU DOWNLOAD AND FILL OUT BOTH THE MEMBERSHIP AND KEY APPLICATIONS.

Signed Delta Forms

STEP 5 - NAR & CAR MEMBERSHIP

Once you are a member of the real estate board you now have access to NAR & CAR. Make sure you can log into both

NAR Website

CAR Website

STEP 6 - OUTDOOR HEADSHOT NEEDED

Corcoran does request that all Realtors have an outdoor headshot for the company website. If you don't already have one we may be able to assist with options.

Headshot Guidelines

STEP 7 - FACEBOOK PRIVATE OFFICE PAGE

Meg or Taylor will be sending you a Facebook friend request. PLEASE ACCEPT ASAP...... Once you are friends on Facebook, they will be able to add you to our private office page. Use this Facebook page to keep up to date on office related items, ask fellow agents questions and share coming soon listings.

STEP 8 - CORCORAN EMAIL ADDRESS

Once you have turned in your paperwork in step 1 we will process your license with corporate and they will assign you a Corcoran email address. You will receive a welcome email with your user name and password to access your email. You can choose to primarily use the Corcoran email or forward it to a vanity email. PLEASE NOTE: You must sign into all Corcoran products using your Corcoran email.

STEP 9 - EMAIL FORWARDING (if needed)

If you choose to have your Corcoran email forwarded to your vanity email make sure you do that now. If you need help with this step your office admin can assist you.

STEP 10 - MEET YOUR TC/OFFICE ADMIN

Meet with you TC/Office Administrator. Take this time to get a key to the offices, get your computer connected to the copy machine, order business cards and name badge, etc.

STEP 11 - SIGN INTO ICON ENGINE

When meeting with your TC/Office Administrator they will help you to sign into Icon Engine. When just getting started you may not want to dive too deep into this but it is important to make sure you have access.

STEP 12 - MY CORCORAN LOGIN

When you received your welcome to Corcoran email address there was instructions on how to sign into MyCorcoran. Make sure you log into it before you meet with our TC's so they can run through some must know features with you.

STEP 13 - WEEKLY OFFICE MASTERMIND MEETINGS

We have mastermind training every Wednesday at the downtown office from 9:30 - 11:00. We meet again for a working mastermind session every Thursday downtown from 9:30-11:00 We would recommend all Realtors set aside time to join our weekly meetings. Wednesday and Thursday 9:30-11

Connect with Kari for more information.

STEP 14 - UNDERSTAND PRODUCTS WITH Mel

Connect with Mel and review MyCorcoran. Get to know the Corcoran Icon Properties back end products such as your CRM, Website, Buyer and Seller Guides, etc.

STEP 15 - ICON PROPEL - TRAINING CLASSES

Getting your license is only the start. Refine the art of contract negotiation, client presentation, networking & promotion and more. Today's new licensees are tomorrow's top producers. In 3 weeks, PROPEL your career to success with Corcoran Icon Properties. Propel training is mandatory for all newly licensed agents and is offered at the first of the month. Registration is required.

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