REFERENCE GUIDE TEAM LEADER
CONTENTS TABLE OF
Welcome Core Important Contact Message Values
01
02
03 04
Administration
Operations
05
Human Resources
06
Relocation
07
Accounting Learning & Development Information Technology Credentialing Website &Leads Generation Data Management Studio A
08-09
10
11
12 13
14
15
WELCOME MESSAGE
Allow Us To Introduce Ourselves...
We’re CENTURY 21 Affiliated, a real estate organization obsessed with providing better real estate services for the dynamic real estate market. In fact, we’re the #1 CENTURY 21® franchise in the world for the 6th year in a row and have been providing real estate services to our communities for 41 years! From first-time home buyers to luxury residential markets to mid-market communities to commercial real estate, our agents are the local experts you can trust.
Our Real Estate Agents Give 121%!
They complete intensive company-training as well as state and local education, and have access to numerous outstanding resources that help them stay #1 at what they do. We won’t settle. When it comes to innovation, we’re all about finding new ways to provide the best professional service to our customers and clients as we guide them to make excellent real estate decisions, because we care. At the end of the day, our mission is to defy mediocrity and deliver extraordinary experiences.
VALUES CORE
Loyal
Are you loyal to our team, our culture, our mission and vision?
Committed
Are you committed to getting the job done, to our team, to our vision?
Positive
Do you bring positive energy? Are you nontoxic? Do you care? Are you a people magnet? Helpful: Are you easy to work with, thoughtful, compassionate, caring? Are you customer focused? Open to Change Are you open to a changing environment? Can you adjust to a changing market? Can you see the opportunity in change? Open to Fun Do you encourage laughter, joy, comradery and acceptance? Do you lift up the spirits of those in need? Do you celebrate our diversity, community, and the Affiliated Family?
CONTACT IMPORTANT
DEPARTMENT EMAILS Accounting accounting@c21affiliated.com Administration administration@c21affiliated.com Credentialing Credentialing@c21affiliated.com Education training@c21affiliated.com Events events@c21affiliated.com Human Resources hr@c21affiliated.com IT / HelpDesk helpdesk@c21affiliated.com Marketing concierge@studioa-marketing.com Relocation relocation@c21affiliated.com
REGIONAL LEADERSHIP
Sam Bell - California Heather Dotzauer - Wisconsin Region Erin McEntee - Michigan
When will you meet? First Week
Philosophical difference between managing and leading Affiliated story
Expectations and accountability Team Leader calendar of events Agent Partnerships ICAs and partnership packets Systems Overview Microsoft Teams Affiliated Connection Reports
ADMINISTRATION
When will you meet? First Week
Meet the Department Admin Support and Training Admin KMH Admin Webinars SkySlope Admin role in SS Stages of SkySlope Microsoft Teams New Team Leader Support
Kelli Licht Administration Manager
OPERATIONS
When will you meet? First 2 Weeks
Central Services Support Insurance Resources GL, E&O, Work Comp Spark Program and Agent Health Insurance Portal Affiliated Family Foundation Copier Information Mergers and Acquisitions
Ryaan Glynn COO
HUMAN RESOURCES
Paycom HR will assign you the correct courses based on your role HR is your people resource! Leave of absence? Hiring a new Admin? W2 payroll issues? When will you meet? First Week for HR Orientation with a member of the HR team
Employee benefit questions? Performance issues/questions? Workplace injuries?
W2 401k plan
Monica McKillip Human Resources Director
RELOCATION
When will you meet? First Week
Relo business segments How an Agent can join Outbound referrals Benefits and Criteria on how agents can join the Relo team Will schedule future call to meet the rest of the Relo staff Staff of 5
Kim Yeoman Relocation Director
PROCESSING / ACCOUNTING
When will you meet? First 2 Weeks
Processing Schedule Lead Processors What agents are getting charge for - structure of the fees What are the options for agent payments Email inboxes - 3 different ones
Sarah White Processing Manager
ACCOUNTING
ICA Amendment - needs to be signed and in writing - send to Accounting@ Structure of Agent fees Credit Card Policies Reviewing Invoices Chart of accounts Nolan program - Not currently in California
Mitch Tordoff Controller
LEARNING & DEVELOPMENT
When will you meet? First 2 weeks
Systems review of 21online, Zipforms, SkySlope Agent onboarding process Sales training promotions Onboarding process - following the timeline Backoffice tour - SharePoint page How to schedule trainings Knowledge Management Hub courses
Kathy Grove L&D Manager
INFORMATION TECHNOLOGY
IT Coordinator in each state LastPass Password keeper
Microsoft Teams - SHARE FILES and communicate Channel for to share files with your Office Admin Channel you can share files with Brokerage TL Channel so you can talk to other TLs and share files OneDrive Important files so you can have them backed up to the cloud Helpdesk@c21affiliated.com M-F 9-5 in your timezone 608-640-3011 General One on One? - Reach out to Beth
Beth Wiebusch IT Manager
CREDENTIALING
When will you meet? First 2 Weeks
Credentialing Process - Role of the TL and Admin California Midwest Timeline Completed and approved file - 24-48 hours turnaround for credentials for an Agent New Admin credentialing - need 3-5 days for proper credentialing Required documents for Agent Credentialing California - all docs in DocuSign Midwest - all docs in Microsoft Teams Admin Credentialing - Work with HR Contact - credentialing@c21affiliated.com
Amanda Lewis Brokerage Administrative Support Specialist
WEBSITE
When will you meet? First 4 Weeks
Share all lead opportunities How Agents can sign up Affiliated Website How agents can update their website through their Admin in Darwin Affiliated Connection How to log in Search for Users Search for resources, documents and department pages
Matt Brown Leads Generation Director
LEADS GENERATION
When will you meet? First 4 Weeks
Customer Success Team – my listing/my leads rules and how it works How Agents can sign up Overview of the department
Chara Kessler Leads Management Manager
DATA MANAGEMENT
When will you meet? First 2 Weeks
Reports in TP / Darwin Cloud Flow of information between systems Importance of timeliness Agent behavior MLS behavior Contact – Jenifer.gates@c21affiliated.com
Jenifer Gates Data & Process Manager
STUDIO A
When will you meet? First 4 Weeks
We can give you stuff for free or for a fee Use the Studio A portal Contract us out Any office events, recaps, future events, trainings? Send to concierge@studioa-marketing.com
Emily Egley Marketing Manager
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