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Managing Broker Quick Start Guide
Managing Broker Quick Start Guide
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Broker Quick Start Guide
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Week 1: Getting started with the basics

Attend Broker Orientation with your Regional Manager Regional Manager will schedule with you.
Items to get set up: Broker email Schedule your personal 1v1 with your manager Complete LPT Connect login - explore!
LPT Connect
Transaction checklists in Dotloop
Existing State - You should verify that there is a checklist of recommended and required standard forms available for various types of transactions; i.e. Residential, Residential New Construction, Condominiums, etc. Verify state forms are placed in Dotloop Should your checklists not look correct, please correct. If training is needed, please reach out to your manager and compliance department heads.
New State - You should develop a checklist/template for various types of transactions that contain recommended and required standard forms associated with that type of transaction. Once completed, notify your Manager to forward to the Compliance Team. Any state forms we can provide your agents will be available in the Dotloop.
Time block calendar for Monday Motivational Meeting. Make Broker Intro Video and prepare to post on your Facebook State Page and email to existing agents in your state Recommended tools for shooting video (BigVu, Iphone, zoom, etc)

Week 2: Operational Support Setup

Incoming state brokers should call top producing agents and “re-recruit” by way of providing assurance, etc. Send Text Message Video introduction and recognize we are there to support them. Meet with Manager on how to ask great questions during conflict How to approach an agent and leave the situation as a learning vs. failure. How to de-escalate an angry consumer/client How to ask questions of our agent when a complaint has been filed How to refrain from saying too much Update social media, VM, signature blocks with LPT Realty, LLC Ensure any personal marketing/advertising assets are ordered Ensure all office information is accurate in Dotloop and new broker can access all system tools including mobile app, etc Ensure Microsoft account is set up & working properly for (state abbr)Brokers@lpt.com as well as personal agent account Block time for your monthly state broker meeting with agents: How to hold a State meeting - Outline Create your agenda template Go through the cadence of a successful meeting with your Manager What will be covered in the meeting Why are we here What are we going to learn? How do we implement it? Communicate with Agents the date/time for meetings (set expectations of agenda) Finish up any items from week 1 Meet with Manager to review week.

Week 3: Finance

Explore video options to make broker videos Google Meet, Zoom, Cell Phone Video, Loom etc Ensure the State P&P addendum is written, approved and implemented for your State Connect with your Manager to work on a defensible position Connect with Compliance team member for your State. Reach out to Manger to provide the name

Week 4: Technology

Create “how to” videos of the top 5 forms in your State for listings Suggestion - take the listing agreement/contract and break it down into bite size small videos If you are not comfortable with the review process, logging into Dotloop, LPT Connect or any other technology, reach out to your manager for additional training/assistance.
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