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Broker Quick Start Guide

First 30 Days 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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Day 31 - 60 Week 5: Marketing/Culture 1. Video from Marketing - Watch RP Funding/LPT videos on Youtube 2. Go to the Marketing Center and explore products a. Sign, business cards, etc (vendors) 3. Read the ICA and submit any questions for discussion with 1 on 1 with Manager 4. Connect with Team Leaders in your area, or discussions around agent attraction events, trade show events etc. Week 6: Effective Communication: Business Skills/Critical Thinking 1. Watch video on how to think like a CEO i. Take care of yourself, you are the engine that is driving the business 1. Take care of your body 2. Take care of your mindset. Spend time weekly re-evaluating your mindset and thinking creatively. ii. Find systems & tools that you like and will use 1. Trello 2. Asana 3. Loom iii. Find a work/life balance 1. Make time for your family. iv. Know where you draw your energy from and do that daily v. Know your objectives weekly, monthly, annually. 1. What is it you want to accomplish? 2. Break that down into a monthly plan. 3. How do you break that down into your daily activities? Week 7: Coaching 1. Meet with your Manager b. Review & understand Basic Human Needs (certainty, significance, variety, love/connection, growth and contribution) c. Practice identifying these needs and how you can provide this assurance as a broker 2. Create any State contract templates needed for coaching/mentor of agents 3. Start the database of agents who could benefit from coaching - new, newer, back in the biz…. Week 8: Review Progress 1. Go back over previous weeks and work through any areas you did not have time to master 2. Schedule a 15 min meeting with onboarding to understand any wrinkles that can be ironed out for the agent experience process 3. Schedule a 15 min meeting with Support to ensure you are tagging people appropriately, answering tickets timely and ask any clarifying questions 4. Schedule a 15 min meeting with your State Settlement specialist to review your workflow processes and iron out any wrinkles

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Day 61-90 Week 9: Compliance & Defensible Positions 1. Meet with your Compliance Officer a. Work on your templates for ethics violation & DOL complaints b. Answer 3 practice complaints with your compliance officer c. What to do if someone tries to serve you a subpoena. 2. Connect with your Manager on how to answer interview questions from a regulator 3. Define a demand and what to do if a demand comes in a. Define verbal demands b. Written demands c. Subpoena - what is it? How much power does it have? 4. Think like an internal State auditor a. What processes do you need to set up? b. Trello? c. Phone log? d. Daily calendar? 5. Weekly posts in WP on compliance matters a. Build out your defensible position and have 15-20 posts on your Trello board ready to copy/ paste into FB/emails Week 10: MLS Membership Follow up 1. Connect with all of your Boards & MLS’ a. Ensure the brokerage name is correct, address/phone number is accurate, etc b. Orientation is completed c. Any specific unique local rules are understood and training videos for the agents are established 2. Start tracking State meeting attendance on XYZ attendance spreadsheet Week 11: Self Assessment Series 1. Conduct a self audit a. How many attend & participate in your State meetings? b. How many of your agents are calling daily? c. How comfortable are you with LPTs tools & technologies? d. Are you feeling good about all of the training videos? e. Is your State transaction checklists, “How To” guide and “Onboarding Welcome Letter” completed?

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