Agent Onboarding

Getting Activated

Step by Step Process:

Step 1: Application
Step 2: Verification
Step 3: Approval
Step 4: Documents
Step 5: Transfer
Final: Activation

Step 1: Application

The agent must submit the JOIN APPLICATION form in order to start their Onboarding process.

Step 2: Verification

The Onboarding Analyst will review the agent’s name and license number on the state commission website and will verify the license status.

Step 3: Approval

The Onboarding specialist will contact the State Broker Team for further information regarding your license status and eligibility of transfer.

Step 4: Documents

  1. Click here to review and sign the Independent Contractor Agreement. 
  2. A W-9 is required. CLICK HERE to complete your online W-9 form.

  3. A Direct Deposit form must be completed prior to first payment. Click HERE to complete a request for Direct Deposit.

Please note that the final four digits of your tax identification number must match on both your W-9 form and Direct Deposit form.

  • For instructions on completing a W-9, please refer to the document link.

The Onboarding specialist will review the agent’s completed Independent Contractor Agreement (ICA), W9, and would be contacting the agent regarding any revisions needed.  If no revisions are requested within 24 hours, the agent should begin to transfer their license through MI Plus.

Step 5: Transfer

Depending on the agent’s state, the State Broker Team will contact the agent with detailed instructions on the next steps of the license transfer process.

Final: Activation

You’re live, now you’ll need to complete your orientation and initial contracts training. Time to schedule your contracts and orientation.  Complete this form to schedule orientation.

Getting Started after activation

Training

Once onboarded you’ll need to complete the following training: Initial Contracts and Deal Writing.

Access free CE from your board.

Access MLS training through your MLS dashboard.

Consider NAR designation training opportunities to expand your skills and complete CE at the same time.

Join Facebook Group

Join our private Facebook groups.  Household Real Estate Agents.

MLS and Board

Make sure to join the local Association of Realtors and Multiple Listing Services (MLS)

Upon affiliating your real estate license

  • Determine your Local Board & MLS affiliation if you have not done so already.
  • Pay your board and MLS dues and complete any required New Agent Orientation as soon as possible.
  • Attend the entry-level class for your MLS.

Order Marketing Materials

Order business cards, lock boxes, brochures, signs and sign posts (or rent them).

Email & Voicemail

Set up your email and voicemail.

Social Media

Promote Yourself On Social Media

Note: This is a Recommendation – NOT a Requirement

 

IMPORTANT: Submit ALL marketing materials for review to your designated broker team via email regarding State requirements for advertisement.

  1. Have the SAME professional profile picture on ALL your social media platforms
  1. Create bio/about section and add your website link to ALL of your social media platforms
  1. Ensure your websites are up-to-date and actively promote your realtor status on ALL relevant business social media platforms
  • Facebook (FB)
  • Instagram (IG)
  • LinkedIn
  • Youtube
  • Twitter
  • TikTok
  • SnapChat
  1. Create agent profile on the following websites:

Click ‘Sign Up’ > Scroll Down to ‘Are You a Real Estate Agent?’ > Create An Account

Click ‘Sign In’ > New Account > Enter your Info > Click ‘I Am A Landlord or Industry Professional’

Click ‘Register’ > Click ‘Are you an Agent? Register’ > Select Your MLS

Click ‘Create A New Account’ > Last Name and Email/NAR Member ID

Click Here to Search for your National REALTOR® Database System (NRDS) Number

Grow your network.

  • Start following and connecting with your audience on social media
  • Develop a habit of connecting with individuals you encounter and adding them on ALL of your social media platforms.

Example: Meeting someone at a restaurant, coffee shop, event, yoga class, etc.

  • Get involved with your community and attend networking events and local events
  • Become a member of a Real Estate Association

Note: All of these strategies are Recommendations – NOT Requirements 

Technology

Get access to your website back end.  Request your website from your sponsor/manager.

Get access to our CRM.

Cranbrook Loans

Receive introduction to your Mortgage Loan Originator partner.

Shoreline Title Group

Receive Introduction to your Shoreline Title Group representative.

Mentor

Contact your mentor, sponsor, or Team Leader to inquire about the following topics:

  1. Generating Leads
  2. Grasping the Market
  3. Conducting Open Houses
  4. Cold Calling Scripts, and more
  5. Recommended CRM’s and Apps to Install
  6. Tips for Marketing and Social Media
  7. Suggestions for Newsletters
  8. Classes Recommended (internal/external)
  9. Efficient Calendar Time Blocking
  10. Information on Upcoming Team Meetings or Events

Content

Develop and arrange social media content:

IMPORTANT: Send all marketing materials to your designated broker team via email for review, ensuring compliance with State marketing requirements.

Dedicate today as your content creation day for scheduling social media posts. Share daily updates on Instagram and/or Facebook stories, engaging with your audience. Utilize the scheduling feature on Instagram and Facebook to plan posts in advance. Example content includes:

  • Images
  • Reels/Videos
  • Educational Videos Take advantage of timely real estate news and insights.

Policies and Procedures

Preview the companies policies and procedures, independent contractor agreement, and other documents.

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Manage your listings, profile and more

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