Skip to content
Gallery
guides
Training Guide
Welcome
Day of an Admin
Getting Started
Documents
Processes
Systems
Review
Share
Explore

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
1
Accounts & Profiles
​
​
Open
2
Bookmarks/Quicklinks
​
​
Open
3
Tools & Resources
​
​
Open
4
​
​
​
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
1
Slack
Communication
Needed
Open
2
Microsoft Office: Outlook
Email
Needed
Open
3
Dotloop
Contracts
Needed
Open
4
Followup Boss
CRM
Needed
Open
5
LPT Connect
Hub
Needed
Open
6
Facebook
Communication
Needed
Open
7
Newsletter
Communication
Needed
Open
8
Google Account
Files, etc
Optional
Open
9
Zoom
Video
Optional
Open
10
Canva
Design
Optional
Open
11
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
1
Outlook Email
Your lpt email account
2
Followup Boss
crm used for keeping details and communication up to date
3
Dotloop
used to generate contracts
4
LPT Connect
used to access the knowledge base, tickets, and more
5
Knowledge Base
used for hosting information
6
Google Drive
used to house files for your documents and more
7
State DRE
your state division of real estate
8
State License Search
your state license search
9
State LPT License Roster
the lpt roster of agents from the state’s dre license site
10
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
1
⁠

Google Chrome Browser Setup
1
Google Chrome Settings - On startup.png
Startup
Open
Google New Tab Shortcuts.png
Shortcuts
Open
Google Bookmarks Manager.png
Bookmarks
Open
Google Bookmark Groups.png
Groups
renametabs.png
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
1
⁠
Small PDF
⁠
⁠
Tool
Free-limited
Open
2
⁠
Standard Notes
⁠
⁠
Tool
Free
Open
3
⁠
Awesome Screenshot
⁠
⁠
Tool
Free
Open
4
⁠
Raindrop
⁠
⁠
Tool
Free
Open
There are no rows in this table
⁠



Expectations
Getting Started
Accounts & Profiles
Accounts & Profiles Setup
Bookmarks and/or Quicklinks
Suggested Bookmarks
Browser Setup Recommendation
Browser Setup
Google Chrome Browser Setup
Tools & Resources
Tools & Resources
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.