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Getting Started
Setting up your workspace is vital to your success
Expectations
The Getting Started Section is just a general guide that is meant to assist you with setting up your workspace. The topics below are what will be covered in this section.
Getting Started
Topics
About
Accounts & Profiles
A checklists within a checklist!
Bookmarks/Quicklinks
Bookmarks/Quicklinks that you should have on deck
Tools & Resources
Suggested tools and resources to make work life easier
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Accounts & Profiles
Let’s make sure that you have all of the generally needed accounts and profiles setup.
Accounts & Profiles Setup
Completed
Account
Description
Priority
Notes
Cover
Slack
Communication
Needed
Open
Microsoft Office: Outlook
Email
Needed
Open
Dotloop
Contracts
Needed
Open
Followup Boss
CRM
Needed
Open
LPT Connect
Hub
Needed
Open
Facebook
Communication
Needed
Open
Newsletter
Communication
Needed
Open
Google Account
Files, etc
Optional
Open
Zoom
Video
Optional
Open
Canva
Design
Optional
Open
Grist
Database
Optional
Open
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Bookmarks and/or Quick Links
This topic will give you a general idea of what links you should readily available along with suggestions on how to set them up.
Suggested Bookmarks
Bookmark/Quicklink
Description
State DRE
your state division of real estate
State License Search
your state license search
State LPT License Roster
the lpt roster of agents from the state’s dre license site
Master Agent Roster
your in house spreadsheet or database with all of the LPT agents within your state
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Browser Setup Recommendation
Most of us currently use Google Chrome, so the following suggestions will be based on the Google Chrome Browser.
Note: This does not mean you cannot use other browsers, but if the following recommendations do not work it is because you’re using a browser other than Google Chrome. If you need help with setting up with other browsers do not hesitate on reaching out.
Browser Setup
Google Chrome Browser Setup
Startup
Open
Shortcuts
Open
Bookmarks
Open
Groups
Tabs
Tools & Resources
This topic covers optional tools that could assist in your position’s duties along with some documents/tutorials that can improve your skillset.
Tools & Resources
Item
Category
Price
Notes
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