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Processes

Expectations

In the Docs & Processes section we will cover the documents and processes that you need to know.
Docs & Processes
1
Topics
About
1
Standard Docs
​
2
Contract Docs
​
3
Onboarding Process
​
4
Offboarding Process
​
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Standard Documents

These are the documents you typically should know about or know where to find them
Docs
1
Document
Description
1
LPT Policies & Procedures
​
2
State Policies & Procedures
​
3
State Success Starter
​
4
State Agent Master Roster
​
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Contract Documents Explained


Contract Documents
1
Document Title
Priority
Disclaimer
1
ICA
Required
​
2
Team Agreement
Optional
only needed when joining a team
3
Agent Attraction Pledge
Required
​
4
Compensation Plan
Required
​
5
Local AOR & Board Payment Authorization
Required
​
6
W9
Required
​
7
Direct Deposit
Required
​
8
Agent Intake
Required
​
9
State Policy & Procedures
Optional
depends on if your managing broker wants it included
10
Association/Board New Member Form
Optional
depends on if your managing broker wants it included
11
Association/Board Transfer Member Form
Optional
depends on if your managing broker wants it included
12
LPT Program Summary
Optional
​
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Processes

Our Onboarding Process Stages

Our onboarding process can be broken up into three main stages.
Request Received → Contract Sent
Contract Signed → Pending License Transfer
License Lodged → Systems & Technology Plan Sent
Below is the full explanation of each stage and what it encompasses
Onboarding
1
Step
FUB Stage
Onboarding Stage
Details
Dotloop Template
FUB Email Template
FUB SMS Template
1
Request Received
Concierge - Do not lodge
Start Onboarding
Open
Open
Open
Open
2
Documents Sent
Contract Sent - Do not lodge
Onboarding In Progress
Open
Open
Open
Open
3
Documents Signed
Contract Signed - Do Not Lodge
Onboarding In Progress
Open
Open
Open
Open
4
Pending License Transfer
Pending License Transfer
Onboarding In Progress
Open
Open
Open
Open
5
Agent Active
License Lodged
Onboarding Complete
Open
Open
Open
Open
6
Agent’s systems setup
Systems & Technology Plan Sent
Onboarding Complete
Open
Open
Open
Open
7
Agent orientation scheduled
Orientation Scheduled
Onboarding Complete
Open
Open
Open
Open
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Offboarding
1
Step
FUB Stage
Offboarding Stage
Action
1
Request Received
​
Offboarding Request Received
Open
2
Request Confirmed
​
​
Open
3
License Removed
​
​
Open
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Expectations
Docs & Processes
Standard Documents
Docs
Contract Documents Explained
Contract Documents
Processes
Our Onboarding Process Stages
Onboarding
Offboarding
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