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Managing Broker Quick Start Guide
Managing Broker Quick Start Guide
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30 Days

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Week 2

Operational Support Setup

Your Week 2 Checklist: Operational Support Setup


Continue to Setup Your Presence

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 abbreviation) Brokers@lpt.com as well as personal agent account

Welcome Your Incoming Agents

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.

Training with Your Manager on Dynamic Situations

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

Conducting Meetings with Your State Brokers

Go through the cadence of a successful meeting with your Manager
Block time for your monthly state broker meeting with agents:
How to hold a State meeting - Outline
Create your agenda template
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)

Wrap Up

Finish up any items from week 1 (if needed)
Meet with your manager to review the week.

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