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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 3 - 4

Your Week 3 Checklist: Finance

Explore video options to make broker videos ​Recommendations: 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

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Your Week 4 Checklist: 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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