Skip to content
Getting Started
Setting up your workspace is vital to your success
Expectations
The Getting Started Section will give you some check points to help you with setting up your workspace. The topics below are what will be covered in this section.
Getting Started
Topics
About
Column 3
Notes
Accounts & Profiles
Open
Bookmarks/Quicklinks
Open
Tools & Resources
Open
Open
There are no rows in this table
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
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
There are no rows in this table
Bookmarks and/or Quicklinks
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
Outlook Email
Your lpt email account
Followup Boss
crm used for keeping details and communication up to date
Dotloop
used to generate contracts
LPT Connect
used to access the knowledge base, tickets, and more
Knowledge Base
used for hosting information
Google Drive
used to house files for your documents and more
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 of your state
There are no rows in this table
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
There are no rows in this table
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.