Onboarding Checklist

Transfer To Dos

• Complete team paperwork

• Complete office paperwork - Schedule meeting with KW Philly DoAS

  • Transfer License

  • Transfer BrightMLS account

  • Transfer Showingtime info

• Update contact info in Docusign (if applicable)

• Update voicemail greeting

• Update contact info on agent website or current CRMs (if applicable)

• Set up new team email address and email forwarding

  • Update email signature

• Update office/company/team info on all online websites (Zillow, trulia, realtor.com, google, facebook, linkedin, etc)

Programs to Learn

• Dotloop - document prep and electronic signature

• Follow up boss - lead management & client database

• Google drive - file sharing within the team

• Bright MLS - real estate listing service

• Showingtime - appointment center

• Zillow premier agent - a lead source with extra features within their site

• SISU - Lead tracking/management

Familiarize yourself

• Meet & greet with success team

• Meet & greet with in-house vendors (title, mortgage & insurance)

• Attend a team zoom meeting (whenever next one is scheduled)

• Check out the KW Philly training calendar and attend some classes!

• Read the Millionaire Real Estate Agent (if you haven't already!)

Branded Marketing

What you need to provide:

• Bio for website & resume

• Preferred contact info (phone & email)

• Headshot

• Any current resumes & marketing materials you currently use

What will be provided to you:

• Team email address

• 10 Sign riders

• 100 Business cards

• Branded Marketing Plan, Buyer’s Guide & Resume