New Agent Quick Start

<<< Back to Training Home Page

**Request a Training**

New Agent Checklist and Frequently Asked Questions

Click to Download - Master Script Book | NettWork Global

Check out Accelerate 2023 to get your business Started!

Agent Orientation | Outline

PRO TIP: Click Here for the downloadable version of the checklist for Orientation

I am new to NettWork Global, What do I do first?

We want to say that we are excited that you have joined us at NettWork Global. Getting your business transferred can be stressful, and we want to help in any way that we can. Below is a list of areas of focus. Each agent is going to find different priorities depending on their type of business. Feel free to work through them in any order.

CRM - Bold Trail (formerly KVCore)

Bold Trail is your CRM. Using this powerful tool will help keep track of conversations, future touch points, send a newsletter, as well as a ton of automated marketing tools. Inside Bold Trail, you will find an in-depth Agent Success Plan. You can also review the NettWork Global new agent videos on Bold Trail for a quick start.

Marketing Physical - Business Cards and Signage

You can simplify your transition by using templated signs and business cards that look great and will keep you in compliance. See information on our marketing store - Markful.com.

Find Logos for us on signage and printed materials here.

Marketing Digital - Social pages and website

Updating branding on your social pages and templates can be a breeze by using our social templates setup via Canva.com. You will find our NettWork Global logos by clicking here. Be sure to checkout the Marketing and Advertising Policy and Procedures Manual.

Training - Getting Plugged In

All of our training opportunities are found on EventBrite as well as our training calendar. Be sure to subscribe to keep them top of mind. You will also find that many of our smaller trainings are zoomed live into Facebook. Join the event through the Eventbrite link to participate live, or watch and comment on NettWork Global Agents Group on Facebook.

Active Business - Getting Broker Signature and ESignature Platforms

You are encouraged to use whatever eSignature platform you are most comfortable with. The only requirement is to send broker signature requests to compliance@nettworkglobal.com. See our Compliance FAQs for more information.

If you have active listings which are not under contract yet, these can be transferred to NettWork Global with the permission of your previous broker. Please reach out to leadership for individual instruction on this.

PRO TIP: if you have a listing under contract (with your previous brokerage), and that contract falls through, you can request a transfer of your listing at that time before it goes under contract again.

New Under Contract - Getting Started in Broker Sumo

Broker Sumo is your gateway to conversations with the compliance department and getting paid! Click Here to Watch these videos on Broker Sumo, and Don't forget to send the note!

PRO TIP: Click Here for the downloadable version of this checklist.

How long can I expect for my license to be transferred?

It can take a few weeks for NettWork Global to receive your license at our office. Rest assured that if you have found your updated information on the MREC website on the Licensee Lookup, you are officially transferred.

When will my change appear in Maris?

Once your MREC transfer form is fully executed and in the mail, we will send a request to your realtor board in order for them to notify Maris of your change. Depending on the association, this could take a couple of hours, or a couple of days.

Do not fear, you can continue business as normal during this period.

To change your email address in Maris, follow the instructions here.

Can I continue my real estate business during the transition?

Your license will be mailed with a tracking number. This will ensure that if anything comes up during the time period before we receive your license in-hand, it is documented and tracked what the status of your license transfer is.

How do I transfer my active listing and buyer clients?

Listings Active:

These listings can be transferred to NettWork Global with the approval of the previous broker. There is a form for both brokers to sign and when this is sent to Maris, the listing is transferred within one business day. We will help facilitate this change.

Forms required:

Maris listing transfer form - signed by both brokers

Listing Agreement Amendment & Broker Disclosure Form (Click links for samples)

Must state clearly the change in broker, but not agent, and include NettWork Global contact information.

Must have all clients, and NWG Broker signatures

Some brokerages have their own in-house forms to sign upon exit.

This listing will follow NettWork Global compliance procedures when it goes under contract / closed.

Listings Under Contract:

These listings, most times, will stay with the holding brokerage and follow those compliance procedures until closed.

If the listing mutually releases, it opens the opportunity to move this listing to NettWork Global, pending the holding broker's approval as listed above.

If the listing is to be moved, be sure to get a fully executed mutual release and then follow the instructions above to move this Active listing to NettWork Global.

Buyers Under Contract:

These transactions will stay with the holding brokerage and follow those compliance procedures through closing.

If the buyers mutually release from the active sales contract, it opens the opportunity to get a new Buyer's Agency Agreement signed with NettWork Global.

Be sure to terminate the buyer's agency agreement with the holding brokerage in order to sign a new buyer's agency agreement in full compliance.

Buyers Under Buyer's Agency Agreement only:

These buyers can move to NettWork Global after an amendment to terminate the buyer's agency agreement is executed by the buyers and previous broker.

This will require a new Buyer's Agency Agreement to be executed following NettWork Global compliance procedures.

Can I use the Wifi and Printer at NettWork Global?

Absolutely! We love it when agents join us in the office.

You can join our Wifi and work in the Drop-n-Fly desks at any time.

WIFI

Network name: NettGroup

PW: thenettgroup1@

SETTING UP THE PRINTER ON YOUR DEVICE

BEFORE YOU BEGIN

You must get your agent code from leadership. No two agents can have the same code unless working and getting billed as a team.

WHAT TO EXPECT

You will need between 15-30 minutes in your schedule to get this completed after connecting with the print company.

You will need to be in-office

Be sure to have these instructinos ready and on your screen when you call.

You will call GFI Digital, they will either call you back, or you can wait for a tech. They will remotely log into your computer and do the whole process for you.

Visit this site to be ready: www.gfidigital.com >> click customer portal at the top

Be sure to mention the steps below to ensure proper setup.

You will need to perform this action for each device which you plan to print from.

MAKE THE CALL

1-877-434-0012 Ex: 2

Printer ID: CS125

Printer IP: 192.168.86.220

SETUP TO COMPLETE

Add as a frequent use scan email recipient
Connect to printer
Assign user code

**Agent will be assigned a user code by leadership.

On computer, setup BW-SS and Color-DS settings (must include user code in settings)

**Setup profiles in Chrome and Acrobat please

UNDERSTANDING THE FEES

You are free to print as you wish, and will be billed added to your next monthly NWG payment.

Black and White - $0.05 each side

Color - $0.10 each side

Payments are calculated per print code, so you will be responsible for any prints made on this code. Moral of the story, don't give out your code unless you want to pay for prints.

PRO TIP: Click here for a PDF of these instructions

Where do I find a copy of my NettWork Global Agent Agreement?

The agreement that you signed during onboarding with NettWork Global will live in the same Dotloop loop which you signed originally. You do not need a.

Dotloop account to access, and can access this at any time. If you are having trouble finding this, please reach out to compliance@nettworkglobal.com for a copy.

Who do I contact with questions?

NettWork Global Leadership is available for any questions.

PRO TIP: Inquiries get answered quickest with an email to compliance@nettworkglobal.com or text to: (636) 614-5132!

Michael Nettemeyer - Managing Partner- (314) 761-4057 (call or text) - michael@nettworkglobal.com

General Training requests, KVCore, Lead Generation, Scripts and Contract Questions

Sarah Jackson - Compliance and Broker Sumo - (636) 614-5132 (call or text) - sarah@nettworkglobal.com

Compliance, Broker Sumo, Monthly Fees, changing contact information

Mike B. Nettemeyer Sr. - Broker - (636) 614-5132 (call or text) - compliance@nettworkglobal.com

Broker-Specific Questions and Conversations

What is the process / timeline for getting paid?

An agent will receive payment from the transaction when the file has officially been funded with the title company and all documents are approved by the Compliance Department. Typically, it takes approximately 1-2 business days for NWG to receive commission checks. Funds will then be directly deposited into the bank account that was provided in the agent’s onboarding documents.

New Agent Orientation

Agent Orientation - December 3, 2024.mp4

New Agent Orientation Video (53:56mins)

Here are some questions asked during the broadcast:

1) Are we able to delete documents submitted in BrokerSumo?

Answer: YES! This has been enabled post-video.

2) Do I need to download the Commission Disbursement after I create it in BrokerSumo?

Answer: NO! You just need to create it in the system and this will satisfy the Compliance review.

3) What is the best timeframe for submitting transactions in BrokerSumo for Compliance review?

Answer: The sooner the better!

Maris | Updating Your Maris Profile

Check all areas of your profile to be sure that you will continue to receive notifications.

eSignature and Contract Document Access

Does NettWork Global provide Dotloop or Docusign?

To keep costs low, NettWork Global does not provide any eSignature platform. You are free to use what you are most comfortable using.

What eSignature platform should I use?

Can be whatever platform agent is most comfortable with

○ Many platforms offer free transactions / loops and prior to signing up for a paid version

○ Can get SLAR forms even in free versions

Options

■ Dotloop - NWG leadership is most familiar with this one

■ Docusign

■ Forms R Us

■ Adobe Acrobat

How do I get access to SLAR or Missouri forms?

NettWork Global does not provide an access code to SLAR documents.

SLAR documents can be accessed directly through SLAR website by using Forms-R-Us - which is included with SLAR Membership (for limited use)

If you are a Dotloop user read below.

First: Sign up for a Dotloop Free Account

*You will receive 10 free loops at this membership level. You do not pay for a monthly subscription until you are out of the free loops. However, you will not have Dotloop phone support.

Click this link to review the differences between a Free vs Premium Dotloop Account.

Secondly:

WITH A PREMIUM ACCOUNT:

Call Dotloop and request access. Once verified by SLAR, you will receive immediate access.

Be prepared with your Dotloop Member ID found by clicking your icon in the top right corner once signed in.
Sometimes Dotloop will ask for an authorization code, which we do not have since NettWork Global does not provide Dotloop.
Dotloop communicates with SLAR to verify your membership is in good standing and helps with the process. Sometimes Dotloop requests an authorization code from SLAR, you will reach out to SLAR directly to obtain this and give the information back to Dotloop, either via a phone call, or by entering the code in the Dotloop access online.

WITH FREE ACCOUNT:

Review the linked documents below.

View this How To Add an Association Document from Dotloop

Click here to view the SLAR Specific Instructions on how to find St. Louis Association of Realtors

PRO TIP:

Attend a Dotloop Beginner Agent Class - Sign Up here. Once you obtain your SLAR documents, setup your custom documents based on your contract writing preferences and/or per client for frequent clients.

PRO TIP TWO:

Be sure to fill your profile section completely.

If you are a Docusign user, read below.

Docusign allows direct access to SLAR forms after verification. See the link below to follow the steps for membership verification.

Docusign - Prerequisites for Using Real Estate Forms

Forms-R-Us

When and where should I send requests for broker signature? click here to see the Compliance FAQ

Click here for Compliance FAQ

Setting Up Bold Trail (formerly KVCore)

How do I access Bold Trail for the first time?

You have access to Bold Trail whenever you are ready.

Navigate to www.boldtrail.com/login >> click forgot password >> enter the email address that you supplied during onboarding for a password reset.

The first time, this reset will go to your SPAM folder.

Once inside, you will see the Bold Trail Quick Start Agent Plan which has several hours of videos, or you can see our videos below.

PRO TIP: Don't forget to download the mobile app! Click Here for more information.

BONUS PRO TIP: Sync your Google Account with KVCore. You don't have to sync all Google tools to really find a benefit. Sync what works for you. Click Here for more information.

HELP! Bold Trail is not allowing my login.

So, you have reset your password and you are still unable to login?

If you do not access Bold Trail within 21 days, the system has an automatic setting to disengage your login for security purposes. All you have to do is send a quick email to leadership via compliance@nettworkglobal.com or text to (636) 614-5132 to get your account turned back on. Remember that during this time, your contacts will not be receiving any automatic communication from you.

Intro to Bold Trail (formerly KVCore)

Bold Trail | How to Add a Contact (1:59mins)

This video demonstrates the process of adding a contact within Bold Trail. After logging into the system, you navigate to the Smart CRM section and click "Add Contact." The required fields include the contact's first name, last name, and email address. Additionally, you can input phone numbers, address information, and categorize the contact as a buyer, seller, renter, or other. It's important to ensure the contact is subscribed to receive communication via email, text, and calls. Finally, you can assign a lead source, notes, and apply a smart campaign before saving the contact.

00:00 - Introduction to adding a contact in Bold Trail
00:12 - Accessing the "Add Contact" button
00:21 - Filling in the required fields: name, email, and phone
00:47 - Selecting communication preferences: call, text, and email
01:13 - Categorizing the contact and adding lead source
01:38 - Finalizing with smart campaign and adding contact
01:51 - Contact successfully added to Bold Trail

Bold Trail | Using the Client Journey (3:52mins)

This video explores how to use the Client Journey in Bold Trail to effectively track and manage clients throughout their home buying or selling process. The presenter highlights the importance of categorizing contacts based on their relationship status, from sphere of influence (SOI) to closed clients. Key steps include marking a contact as a client once they sign an agreement, applying hashtags for easy identification, and using filters to manage leads. The video also covers different stages of client status, including new leads, active leads, prospects, and closed clients, as well as the best practices for nurturing these relationships.

00:00 - Introduction to the Client Journey and its benefits
00:26 - Moving contacts from sphere of influence (SOI) to client
01:06 - Adding a hashtag to track SOI status
01:40 - Transitioning to contract and closed client statuses
02:19 - Searching for and managing closed clients
02:59 - Overview of client statuses in the system
03:24 - Defining new leads, active leads, and prospects
03:52 - Explanation of the pipeline stages and final tips

Using the Seller Valuation Tool from Your Website.mp4

Bold Trail | Using the Seller Valuation Tool from Your Website (1:57mins)

kvcore lisitng to FB.mp4

Bold Trail | How to Post a Listing to Facebook (4:34mins)

Bold Trail | How to Setup a Market Report (1:13mins)

This video guides you through setting up a market report. Once your contact is open, you go to the "market reports" section and click the add button. You then enter the zip code, school district, or city where the contact resides. After selecting the area, you set the frequency of the report, with options ranging from 7 to 28 days. Setting up the market report ensures that clients receive updated market data on their area, helping you stay connected with past clients and your sphere of influence. The market report will be automatically sent at the chosen frequency.

00:01 - Introduction to setting up a market report
00:07 - Navigating to the market reports section
00:16 - Entering the zip code or area
00:34 - Selecting the zip code and confirming
00:49 - Setting the frequency of the report
01:00 - Completing the setup and sending the market report
01:08 - Recommendation to set up for yourself

Bold Trail | Setting up a Listing Valuation (0:52secs)

This video demonstrates how to set up a listing valuation. Once the contact is opened, you add the home address in the listing valuation section, which automatically populates most of the address. After saving, the listing valuation is set, and an evaluation of the home's value will be sent monthly to the contact. This tool helps clients track their home's value over time, providing a consistent touchpoint with clients, ensuring you're staying top of mind while offering valuable market insights.

00:00 - Introduction to setting up a listing valuation
00:09 - Adding the contact's home address
00:14 - Address auto-population and saving
00:27 - Listing valuation confirmation and sending immediately
00:41 - Monthly listing valuation sent automatically
00:47 - The value of staying in touch with your database

Bold Trail | Setting Up Search alerts for Sellers, SOI, Past Clients (5:15mins)

This video explains how to set up search alerts in KvCore for sellers. Instead of using search alerts for homebuyers, the focus here is on keeping past clients, your sphere of influence, and potential sellers updated on properties in their subdivision. The process includes drawing a map around the desired area, adjusting the frequency to ASAP, and selecting the appropriate listing type. The tool sends instant updates on properties that come onto the market, positioning you as a local expert. This strategy helps maintain connections with clients and keeps them informed about their neighborhood's market.

00:00 - Introduction to setting up search alerts for sellers
00:22 - Using the map draw feature to select the area
00:57 - Identifying and selecting the subdivision
01:27 - Drawing the area around the subdivision
02:00 - Completing the map drawing for the subdivision
03:00 - Setting the frequency to ASAP for immediate alerts
03:32 - Choosing listing types and finalizing the alert settings
04:47 - Example of sending alerts via email or text
05:00 - The importance of staying top of mind with clients

Bold Trail | Setting Up Search Alerts for Buyers in KvCore (5:32mins)

This video outlines how to set up search alerts for buyers using the system. The process begins with selecting the buyer's criteria, such as the desired ZIP codes, school districts, and price range, and then setting the alert frequency to ASAP for immediate notifications. It explains how to set multiple alerts, such as one for the current subdivision and another for new areas of interest, and how to send these results via email or text. The video also covers how to track which properties buyers have viewed and how to modify the search alerts later.

00:00 - Introduction to setting up search alerts for buyers
00:18 - Setting buyer search criteria, including ZIP codes and school districts
00:43 - Setting alert frequency to ASAP for immediate notifications
01:11 - How to view properties and send results to buyers via email or text
04:18 - Tracking buyer activity and editing search alerts

Marketing

Does NettWork Global provide a personalized website?

YES! with your KVCore account you get a custom website.

No coding.

No setup required.

Immediate Lead Capture tool, ready from day one.

**This is the URL that should be on your business cards and all socials.**

Most of the time your website is: firstnamelastname.nettworkglobal.com or SuzieJohnson.NettWorkGlobal.com.

You can verify this by clicking your name on the top right corner inside KVCore.

If you are looking for a custom URL with no NettWork Global in the URL (a vanity domain), Click here for more information.

PRO TIP: When you are ready to customize your site Click Here to get started.

BONUS PRO TIP: If you operate a small team, or would like your nickname listed instead of your proper name, reach out to KVCore Support directly.

Where do I order signs and other marketing materials?

You can order your marketing materials anywhere.

For you, there are predesigned templates of signs, business cards, envelopes, and other marketing materials with www. Markful.com

NettWork Global custom store

If you are looking for a sign size not represented on the site, please reach out to compliance@nettworkglobal.com for assistance.

Markful has proven to be very reliable, with turnaround on signs in 10-14 days.

Even if you are looking for custom branding, Markful can help. Visit their Custom Products line

What if I wanted to use my own logo or team name?

At NettWork Global, you are welcome to brand yourself as an individual or a team.

You will still have to adhere to MREC rules and regulations stating the following:

20 CSR 2250-8.070 Advertising: (5) No licensee or group of licensees shall advertise as a real estate company in any manner, or use any name, team name, or other term that could be construed by members of the public as the advertiser being a real estate partnership, company, brokerage, or business entity, unless the advertiser

If you have any concerns about your team name, please do not hesitate to reach out to compliance@nettworkglobal.com prior to ordering collateral.