Pre-Flight Check list
Pre-Flight Check list

Download the LO Business Plan

Step 1:

Download the Loan Officer Business Plan⁠

⁠

Step 2:

Watch the video⁠

Step 3:

Schedule your free 1 hour 1 on 1⁠

call where we will review your LO business plan and tweak it with you to help ensure you get the results you are looking for.

Here are some questions we’ll discuss in our first meeting:

Have you created a Gmail Account with your company email?

If you want to start a new one, we will help you set it up an see if it’s available.

Branch Managers ONLY | Do you have a Google My Business Page? (Don’t do if working out of corporate)

Google My Business Setup -

How To Guide⁠

for Google My Business

Do you have a Facebook Business Page?

Facebook Business Page Setup -

How To Guide⁠

for Facebook

Do you have an Instagram Business Page?

Instagram Business Page Setup -

How To Guide⁠

for Instagram

Do you have a website or specific Domain Name you wanted to use?

We can help you with what you already have, or help create one for you. If you haven’t already registered a domain name, you can check on availability and purchase it:

Go Daddy - Domain Research⁠

⁠

Do you have a Calendly set up?

Here is a link to sign up. We recommend the FREE plan and here’s

how your set up your account⁠

Is Zoom set up on your computer and phone?

City 1st has a special deal with ZOOM, so sign up should be easy. Here is a link:

ZOOM⁠

Do you have a Database of Past Clients that you’d like to “connect” with?

Do you have a Database of Partners that you’d like to “Re-connect” with?

⁠

Here is a check list of things to have ready prior to On-Boarding:

Google My Business Page

Facebook Business Page

Instagram Business Page

CSV Files for database integration

Head Shot

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.

Pre-Flight Check listPre-Flight Check list

Download the LO Business Plan

Here are some questions we’ll discuss in our first meeting:

Here is a check list of things to have ready prior to On-Boarding:

Pre-Flight Check list
Pre-Flight Check list