New Agent - Affiliated Onboarding Workbook

NEW TO AFFILIATED

YOUR GUIDE TO AFFILIATED

A STEP BY STEP GUIDE TO YOUR AFFILIATED ONBOARDING EXPERIENCE

BEFORE YOU START

Take a personal inventory of your social media and internet presence. What sites do you have out there? Do you need to start a:

Google Business Profile Zillow Realtor.com Facebook Business Page

Check your voicemail for accuracy or to record a new one!

NEW PARTNERSHIP PAPERWORK

YOUR TEAM LEADER & AGENT CONCIERGE WILL COLLECT:

ICA (Independent Contractor Agreement) Agent Profile Team Paperwork (if applicable)

After collected please look out for the Welcome email. This will include: Directions on how to access Darwin Cloud Online Banking Credentials for Affiliated Email

State License Transfer MLS Transfer or Application Business Card & Name Badge Ordering New Agent Social Media Post Agent Concierge Orientation - Day 2-4 after all paperwork collected YOUR AGENT CONCIERGE WILL HELP YOU WITH: Do you need a headshot? Schedule your MLS/Board of Realtors Orientation Talk to your Team Leader about our Mentorship Program NOTABLE ITEMS:

TEAM LEADER ORIENTATION

1.Tour of the office 2.Set up with workspace/desk 3.Key to the office 4.Office Meeting Schedule 5.Review Darwin Cloud 6.Discuss Mentor Program - if applicable 7.Discuss Opportunity Time 8.Discuss Business Planning & goals - or set second meeting 9.Explain role of the Agent Concierge 10.Digital signatures, contracts and submitting offers 11.Discuss MLS, local and national boards and the benefits 12.Discuss educational opportunities 13.Searching for properties/MLS navigation, and CMAs

AGENT CONCIERGE ORIENTATION

1.Set laptop up on the internet & printer 2.Key to the office 3.Discuss Agent Training: Knowledge Management Hub 4.Review monthly billing - billing emails 5.Confirm Direct Deposit has been filled out

Log In & Bookmark :

Affiliated Outlook Email 21online.com C21Affiliated.com > For Agents Moxi (Affiliated Email or personal Gmail) Knowledge City

Skyslope Zipform or Glide Live Easy Darwin Cloud

In the welcome email: Affiliated Email Logins for Microsoft Outlook Darwin Cloud Login Knowledge City Learning Hub 21Online from access@century21.com Move Easy Login Skyslope Login Zipform Login (if applicable) Glide (if applicable) Access to Jared James Virtual Coaching KEEP AN EYE OUT FOR YOUR LOGINS!

Make a Login List 21online.com/Moxi/Marq ____________ . ___________@Century21.com PW:_______________________________ Affiliated Email _____________ . _____________@C21affiliated.com PW: _____________________________ Knowledge City _____________ . _____________@C21affiliated.com PW:____________________________

Zipform _________________________ PW:_______________________________ Darwin Cloud _________________________ PW: _____________________________

Skyslope _____________ . _____________@C21affiliated.com PW:____________________________ Jared James Virtual Coaching _____________ . _____________@C21affiliated.com PW: ___________________________

MLS _______________________________ PW: ___________________________

Live Easy | Affiliated Concierge (Move Easy) _____________ . _____________@C21affiliated.com PW: ___________________________

Learning and Development (L&D) assists with all aspects of onboarding. From logging into tools/systems, website creation to leading your New Agent Training Cohort. Have a question? Don't hesitate to reach out to Learning@C21affiliated.com TRACKING YOUR PROGRESS START 70%

Complete Orientation Set MLS Training Start courses in the Knowledge City Join Agent Introductions & Agent Workshops Sign up for CORE Academy Establish connection with Mentor - start shadowing Start Jared James Blueprint Program - Also in Knowledge City Complete Moxi login and start customizing your website Start shadowing on showings, listing appointments, and open houses Create a search in the MLS Start generating a Sphere of Influence List Business planning session with your Team Leader Create a CMA Start contacting SOI - role play with your mentor Draft a practice offer Check out the suite of Moxi tools and other tools in 21online if interested in a deep dive, sign up for a 3rd One on One with L&D Draft up a sample Listing Presentation and Buyer Presentation Finish your Realtor.com, Zillow Pages, and business social media pages Implement your social media strategy Follow up with Learning and Development for any questions Finish Jared James Blueprint Program Host an Open House

FINISH

YOUR "ONE STOP SHOP" MoxiEngage

MOXI TOOLS

MoxiPresent gives you the power to take your audience on a journey; from selling guidance and pricing consultations, creating virtual open houses, sharing neighborhood insights - there's an endless creative opportunity! Deliver amazing presentations to prospects and clients all while barely lifting a finger. MoxiPresent MoxiEngage is a powerful CRM and business planner designed specifically for real estate professionals. Brokerages with MoxiEngage provide incomparable value to their offices, teams, and agents with the leading sphere-selling focused CRM built on the best practices of the greatest agents.

MoxiImpress

MoxiImpress by MoxiWorks, gives you the ability to automatically create and distribute print, digital, and social media advertising materials in a matter of minutes.

MoxiWebsites

MoxiWebsites, by MoxiWorks, is a web content management system that gives control to agents (or teams) to create awe-inspiring websites without knowing a line of code.

Easily access Moxi at https://mymoxi.century21.com

TOOL CHEAT SHEET

Learning@c21affiliated.com

C21AFFILIATED.COM > FOR AGENTS | Affiliated Intranet 21ONLINE | Century 21 Tools KNOWLEDGE CITY | Online Learning JARED JAMES VIRTUAL COACHING | Real estate coaching GENERAL TOOLS

RUNNING YOUR BUSINESS DARWIN CLOUD | Reporting software MOXI ENGAGE | CRM MOXIPRESENT | CMA Software REAL SATISFIED | Quality Service Survey TRANSACTION MANAGEMENT ZIPFORM | Online Forms Library SKYSLOPE | Transaction Management Software LIVE EASY/AFFILIATED CONCIERGE | Concierge Service | Repository for Vendors GOLDEN RULER | Track Online Listing Activity MARKETING STUDIO A PORTAL | Marketing Materials MOXI IMPRESS | Automatic Listing Marketing Packages

MOXI WEBSITES | Free C21 Website BRAND STUDIO | Photo Library Stock UNIQUE PROPERTY SITES | Unique websites for every listing XPRESSDOCS | Marketing Materials PREFERRED CLIENT CLUB | Mailing Follow Up for Closed Clients INTERACTIVE CLIENT TOOLS

ZIPFORM | Digitally Sign Listing & Buyer Contracts GOLDEN RULER | Updates on Listing Online Success LIVE EASY/AFFILIATED CONCIERGE | Free Discounts | Moving Checklists, Utility Setup, Vendor Connections MOXI ENGAGE | Drip Campaigns, Neighborhood News & Online Home Search

NEW AGENT

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