Team Leader Onboarding Reference Guide

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

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