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Managing Broker Quick Start Guide

30 Days

60 Days

90 Days

Broker Quick Start Guide

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Managing Broker Quick Start Guide

Timeline

Here’s an overview of educational timeline.

⁠

30 Days⁠

⁠

Week 1⁠

: Getting Started with the Basics

Week 2: Operational Support Setup

Week 3: Finance

Week 4: Technology

⁠

60 Days⁠

⁠

Week 5: Marketing/Culture

Week 6: Effective Communication: Business Skills/Critical Thinking

Week 7: Coaching

Week 8: Review Progress

⁠

90 Days⁠

⁠

Week 9: Compliance & Defensible Positions

Week 10: MLS Membership Follow up

Week 11: Self Assessment Series

Week 12: Wrap-Up

⁠

Your Team

Manager:

Compliance

Administrative Support

⁠

Reminders

If you ever need assistance, clarity on a process/procedure, and/or additional training please reach out to your manager or compliance team lead.

⁠

Resources

Email Setup:

Dotloop Training:

SkySlope Training:

Lofty formerly known as Chime Training:

⁠

Recommendations

Video Tools

Zoom, website:

zoom.us⁠

Video Conferencing

Google Meet/Hangouts, website:

meet.google.com⁠

Video Conferencing

BigVu, website:

bigvu.tv⁠

Video Capture & Editing

Capcut, website:

capcut.com⁠

Video Capture & Editing

Loom, website:

loom.com⁠

Screen Capture, Recording & Sharing

Awesome Screenshot, website:

awesomescreenshot.com⁠

Screen Capture, Recording & Sharing

Organization and/or Project Management Tools

Small PDF, website:

smallpdf.com⁠

PDF Editor: Merge, Convert, Sign and more

iLovePDF, website:

ilovepdf.com⁠

PDF Editor: Merge, Convert, Sign and more

Canva, website:

canva.com⁠

Create everything from social media graphics, docs, videos, and more.

Trello, website:

trello.com⁠

⁠

Notion, website:

notion.so⁠

⁠

Google Workspace Apps

Drive, drive.google.com

Docs, docs.google.com

Calendar, calendar.google.com

Chat, chat.google.com

Meet, meet.google.com

Slides, slides.google.com

Contacts, contacts.google.com

Photos, photos.google.com

Microsoft 365 Apps

LPT Realty primarily uses Microsoft 365 which comes packed with a plethora of tools that can be used to get yourself organized.

Outlook

OneDrive

Word

Excel

PowerPoint

OneNote

SharePoint

Teams

Bookings

Engage

Loop

Lists

Power Pages

Planner

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