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Documents
Expectations
In the Docs & Processes section we will cover the documents and processes that you need to know.
View of Docs & Processes
Topics
About
Standard Docs
Contract Docs
Onboarding Process
Offboarding Process
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Standard Documents
These are the documents you typically should know about or know where to find them
View of Docs
Document
Description
LPT Policies & Procedures
State Policies & Procedures
State Success Starter
State Agent Master Roster
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Contract Documents Explained
View of Contract Documents
Document Title
Priority
Disclaimer
ICA
Required
Team Agreement
Optional
only needed when joining a team
Agent Attraction Pledge
Required
Compensation Plan
Required
Local AOR & Board Payment Authorization
Required
W9
Required
Direct Deposit
Required
Agent Intake
Required
State Policy & Procedures
Optional
depends on if your managing broker wants it included
Association/Board New Member Form
Optional
depends on if your managing broker wants it included
Association/Board Transfer Member Form
Optional
depends on if your managing broker wants it included
LPT Program Summary
Optional
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Processes
Our Onboarding Process Stages
Our onboarding process can be broken up into three main stages.
Below is the full explanation of each stage and what it encompasses
View of Onboarding
Step
FUB Stage
Onboarding Stage
Details
Dotloop Template
FUB Email Template
FUB SMS Template
Request Received
Concierge - Do not lodge
Start Onboarding
Open
Open
Open
Open
Documents Sent
Contract Sent - Do not lodge
Onboarding In Progress
Open
Open
Open
Open
Documents Signed
Contract Signed - Do Not Lodge
Onboarding In Progress
Open
Open
Open
Open
Pending License Transfer
Pending License Transfer
Onboarding In Progress
Open
Open
Open
Open
Agent Active
License Lodged
Onboarding Complete
Open
Open
Open
Open
Agent’s systems setup
Systems & Technology Plan Sent
Onboarding Complete
Open
Open
Open
Open
Agent orientation scheduled
Orientation Scheduled
Onboarding Complete
Open
Open
Open
Open
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View of Offboarding
Step
FUB Stage
Offboarding Stage
Action
Request Received
Offboarding Request Received
Open
Request Confirmed
Open
License Removed
Open
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