2017 New Agent Reference Sheet & Checklist

Transcription

1 2017 New Agent Reference Sheet & Checklist

2 Agent Logins and Passwords Agent Name: Personal Cell: ALC Ambassador: Cell: Copier Access Code: Dotloop: User Name: Password: eedge: Domain Name: eedge Godaddy: User Name: Password: Pin: Google Plus/My Business: User Name: Password: GSMLS : User ID Password: Homes.com: User Name Password KW Password: KW Mobile App Text Code: KW Mobile App URL: KW Website (Placester) Domain Name: Listhub: User ID Password: LJS Signs: User ID Password: Loopnet: User Name Password: Merrill Corporation: User ID Password: Michael Lewis Marketing: User Name: Password: Mykw Login: User Name: Password: NJAR : User ID Password: NRDS Number: Oakley Signs: User ID Password: Prism Digital Marketing: User Name: Password: Realtor.com: User Name: Password: Real Estate License #: Realtor Property Resources (RPR): User Name: Password: Reppert Factor/Computer Login: User Name Password: Reppert Factor Ticket: Address Password: Supra Key: Key Box Number: Pin# Toolkit CMA: User Name: Password: Wolfnet: User Name: Password: Zillow.com: User Name: Password:

3 New Agent - Director of Agent Services Checklist Fill Out Application for KWTS Real Estate Associate Check made out to KWTSR to cover real estate board fee $185 (Newly licensed) or $50 (License Transfer) Independent Contractors Agreement Schedule 1 Leave monthly fee schedule with agent Credit Card Authorization Binding Sponsorship Agreement Attachment A Electronic Debit Authorization Harassment Policy Addendum K - Policy Manual Acknowledgement W9 Copy Auto Insurance Declaration page Copy of Resignation Letter KPA GSMLS (or NJMLS) form Transfer or new application NCJAR or (RealSource) form Transfer or new application Transfer DOBI online or check to State Treasurer Fax Board & GS Enter in Winmore Transfer DOBI online or check to Treasurer Get GSMLS ID within 7 days Schedule GSMLS Training Send Welcome Notify Sponsor Assign ALC Ambassador Add Agent to Cap Spreadsheet Code for Copier/Printer Order Name Badge Input into Broker Metrics

4 New Agent - Director of Agent Services Checklist Give Office Tour and Key Card Order Business Cards Set Up Reppert Factor login/reppert Factor Handout Set Up Michael Lewis Marketing Account Set Up Dotloop Account Set Up CMA Toolkit Account Activate eedge Add new agent to KW Bernardsville group in Dotloop Inform new agent of their ALC Ambassador Add agent name to Office Blast list via MC Intranet Groups Order signs (yard signs, riders, open house, etc.) Inform new agent of next Sales Rally - must attend Join NCJAR within 3 days of joining KW Create Mail Folder and show agent location. New Agent - Office Coordinator Checklist Add name to company roster and to new agent. Set up shadowing opportunities for open houses. Send out office /schedule. Schedule business Planning & Coaching with Productivity Coach Sign agent up for required Ignite class. Schedule Orientation with Technology Coordinator Give copy of written goals to Team Leader for Managing broker to enter into CGI View KW Culture, History & Profit Sharing at mykw.com Advise Agent of Ignite/Cappers in Training and Bold

5 New Agent - Technology Coordinator Checklist - 1st Visit Add MLS ID to White Pages Profile Verify KW is in White Pages KW White Pages - Profile to 100 percent Set up forwarding from Gmail Check List Hub Box in KWLS Add Agent Headshot to MyKW Profile eagentc 1.2 Section Set Up eagentc 2.4 Hosting Section Fixed eagentc 2.4 Location Updated eagentc 2.4 Broker/ Team Information Updated eagentc 4.1 IDX Button Checked (IF Applicable) eagentc 4.5 Section Activatede Edge by Marketleader My Account -> Profile Details- Phone #, & Website; eedge by Marketleader - My Account -> Images - Photos and Logo Added eedge by Marketleader - My Account -> Office Info - Website Time Zone Changed eedge by Marketleader - My Account -> MLS Set Up - Add MLS Feed eedge by Marketleader - Website Theme Preference; eedge by Marketleader - Website Site Banner and Logo Updated; eedge by Marketleader - Website Communities Served Set Up KW APP Setup on Agent Phone Add KW to agent phone; Sync KW Intranet Calendar IDX Paperwork sent off (Wolfnet and Marketleader) Reppert help ticket training for printer driver set up Verify Dotloop address; Add Photo and Account Info. GSMLS - Profile Set Up.

6 New Agent - Technology Coordinator Checklist - 1st Visit New Agent announcement MyKW Overview (Welcome New Associates, KW Connect etc.) KWTS Intranet Overview TowneSquareGuide.com Overview New Agent Orientation Date eedge - My Campaings Training Class eedge - My Marketing Training Class Dotloop Training Class Greensheet Training Class New Agent - Technology Coordinator Checklist - 2nd Visit Add Wolfnet IDX URL to 4.1 of eagentc for KW Mobile App Placester Website Setup Realtor Property Resources (RPR) Profile Set Up Inman Select Free Subscription KWTSR Technology Handouts Agent Resource Guide Blogging Guide Dotloop Guide eedge Guide Getting Started Guide Greensheet Guide GSMLS Auto Guide MyKW Guide KWTS Technology Concierge Services KWTS Tech Reference Page KWTS Questionnaire Social Media Guide

7 Important Phone Numbers Dotloop GSMLS Godaddy Hunterdon Somerset Association of Realtors is: LJS Signs KWRI KWTS Phone number: Main office fax number: Marketleader (eedge) Merrill Corporation Michael Lewis Marketing Important Information KWTS GSMLS office ID: 3789 KWTS Federal Tax ID: KWTS Referral Firm's Federal Tax ID: KWTS License (New Jersey Real Estate Commission ): KWTS Market Center ID number: 825 New Jersey Association of Realtors (NJAR) North Jersey Association of Realtors is: New Jersey Real Estate Commission is: Prism Digital Printing (Bill Clark) Oakley Signs Placester Realtor.com Reppert Factor Supra Toolkit CMA KWTS Office kw825@kw.com KWTS Wi-Fi Access: PUBLIC-KWBERNARDSVILLE, Password:

8 222 Mount Airy Road, Basking Ridge, New Jersey