New Agent "To Do" First 60 Days
Help Information
Initial Setup
Training
Goals and Schedule
GSMLS
Portals
Dotloop
Documents
Activities and Tasks to Complete
Marketing Material
Help and Support
- HELP INFORMATION: Go to www.2732991.com for a complete list of support and help information.
Initial Setup
- Receive GSMLS ID and access to GSMLS
- Attend GSMLS training at local NCJAR office
- Purchase a Supra Key to open lock boxes from the NCJAR office
- Purchase lock boxes from MCA
- Order business cards - see MCA
- Order signs - see MCA
- The MCA staff will coordinate the setup and activation of eEdge and Dotloop accounts and provide access to myKW. This is where KW agents access all KW accounts and resources including eEdge and Dotloop
- Schedule an appointment with Reppert Factor. They are our Tech Support Vendor and need to install printer drivers on all laptops to access to our private wifi network. This will allow wirelessly printing from within the office. Phone 215-945-8869 or submit a service request http://www.reppertfactor.com
- Sync phone and online calendars to the KW Joint Calendar. (email Michael with questions)
- Write your Business/Professional Resume for your online profiles.
Training
- Attend Welcome to the KW Experience
- Attend Ignite IGNITE 2.0
- Attend training webinars from KW.com
- Practice and Learn scripts - see KWU Connect
- Attend Continuing Agent Training
Goals and Schedule
- Select a production objective for the next 12 months (# of transactions or income)
- Decide which days to work and days off
- Create a weekly schedule by time blocking work tasks and time off
- Each day, follow your schedule
- NOTE: 15 hours per week of lead generation should be included in a weekly schedule.
GSMLS
- Log onto the GSMLS
- Update and/or complete agent profile
- Set up a personal Hotsheet
- Run a quick search
- Set up an auto-email alert
Portals
- Create a free profile on Zillow
- Create a free profile on Trulia
- Subscribe to Realtor.com (optional)
Dotloop
- Log onto myTransactions/DotLoop
- Complete your profile information
- Watch the Getting Started tutorials
- Create a practice loop
Documents
- Read and understand the Contract of Sale documents
- Read and understand the Listing Agreement documents
- All documents are in Dotloop under Templates
Activities and Tasks to Complete
- Go to brokers open houses on Tuesdays and Thursdays to see inventory. This is critical to learn about the real estate market and understand pricing
- Co-host a public open house
- Customize and edit profile and marketing material
- Create a Buyers Presentation in eEdge or Michael Lewis Marketing Suite
- Create a Listing Presentation in eEdge or Michael Lewis Marketing Suite
- Learn to use myContacts database in eEdge
- Learn to use my Marketing in eEdge
- Add Sphere of Influence (SOI) to eEdge database or other database program
- Send announcement or “I’ve Moved” cards
- Create a farm area of about 300 homes in a neighborhood
- Create the mailing list for farm area
- Log into Toolkit CMA (Email Michael for access)
- Schedule the 1 hour training session from ToolkitCMA
Marketing Material
- Log into Michael Lewis Marketing System (Contact Carrie for access and assistance)
- Complete profile
- Watch webinars
- Download Powerpoint listing presentation and customize (or use eEdge)
- Optional - Hire virtual assistant to create marketing material
Help and Support
- KW Main Support: 512-306-7191 or Email: Support@kw.com
- myTransactions/DotLoop: 513-257-0558
- GSMLS Agent Support: 973-605-1700
- Reppert Factor: 215-945-8869 Use Reppert for any network and computer support.You can also submitt a service request at http://www.reppertfactor.com/
| New Agent Checklist - First 60 Days |