Week 1

Getting Started with the Basics

Your Week 1 Checklist: Getting Started with the Basics

Attend Broker Orientation with your Regional Manager (your Regional Manager will schedule with you)

Setup your Broker Email

Schedule your personal 1v1 with your manager

Complete LPT Connect login - explore!

Verify and/or create the recommended and/or required standard forms needed for Dotloop

Time block your calendar for Monday Motivational Meeting

Make your Broker Introduction Video and prepare to post it on your Facebook State Page and email to the existing agents in your state.

Transaction checklists in Dotloop

Dotloop - Existing State: 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.)

Dotloop - Existing State: Verify state forms are placed in Dotloop. Should your checklists not look correct, please correct them. If you need assistance or training is needed, please reach out to your manager and/or compliance department lead.

Dotloop - New State: You must develop checklist(s)/template(s) 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 Dotloop.

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Reminders & Recommendations

If you need assistance with getting started please feel free to reach out.

Recommendations

To shoot your Broker Introduction video we recommend using BigVu, Zoom, or using your phone to capture your video.

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