NEW AGENT
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 & ADMIN WILL COLLECT:
ICA (Independent Contractor Agreement) Agent Profile Team Paperwork (if applicable)
After collected please look out for the Welcome email. This will include: Direct Deposit Online Submission Form Credentials for Affiliated Email Credentials for Transaction Plan (reporting software) State License Transfer MLS Transfer or Application Business Card & Name Badge Ordering New Agent Social Media Post Admin Orientation - Day 2-4 after all paperwork collected YOUR ADMIN 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 office admin 10.Digital signatures, contracts and submitting offers 11.Discuss MLS, local and national boards and the benefits to you. 12.Discuss educational opportunities, 13.searching for properties/MLS navigation, and CMAs
ADMIN 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 Affiliated Connection Moxi (Affiliated Email or personal Gmail) Knowledge Management Hub
Skyslope Zipform or Glide Live Easy Darwin Cloud Studio A Portal
KEEP AN EYE OUT FOR YOUR LOGINS!
In the welcome email: Affiliated Email Logins for Microsoft Outlook Darwin Cloud Login Knowledge Management Hub Login (from Learning & Development) Two Emails from access@century21.com Live Easy Login Skyslope Login Zipform Login (if applicable) Access to Jared James Virtual Coaching Access to Studio A Portal Welcome email from Learning & Development to start training
Look for an invitation from:
21online.com/Moxi | access@century21.net Affiliated Email | noreply@c21affiliated.com Knowledge Management Hub | notifications@learnupon.com Live Easy - Affiliated Concierge | firstname.lastname@c21affiliated.com zipForm | noreply@c21affiliated.com Darwin Cloud | noreply@c21affiliated.com SkySlope | noreply@c21affiliated.com Jared James Virtual Coaching | jared@jaredjamestoday.com Studio A Portal | concierge@studioa-marketing.com
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 70%
START
Complete Team Leader and Admin Orientation Set MLS Training
Start courses in the Knowledge Management Hub Set your 1st One on One with Learning & Development Establish connection with Mentor - start shadowing Start Jared James Blueprint Program - Learning Path in KMH
Complete Moxi login and start customizing your website - courses in KMH Set your 2nd One on One with Learning & Development 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
Take RPR course in KMH 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 Sign up for CORE Academy - email Learning.@c21affiliated.com to enroll
FINISH
BUSINESS STRATEGY START THINKING ABOUT YOUR SOCIAL STRATEGY
TIPS:
Start a conversation Involve your community Become your local expert
Share your office Facebook and Instagram posts for cool content Check out our virtual coach Jared James for more social strategies What are your goals for this year? Who is your Sphere of Influence? Make a list! How are you going to announce you are a new agent? Sit down with your Team Leader to start business planning. Some other tools you can use: Jared James Virtual Coaching Program and Blueprint 21online Sales Associate Business Planning Tools
LOOKING FOR SALE TRAINING?
In order to get your career in Real Estate started, we offer an eight- week sales training course that will be held live once a week. You will be given tasks to complete each week and in the live sessions we'll discuss results and next steps. Some of the tasks will need to be completed in the real world, which will allow you to put into practice what you have learned . This course is designed to be an open discussion and you will be expected to be an active participant.
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
AFFILIATED CONNECTION | Affiliated Intranet 21ONLINE | Century 21 Tools KNOWLEDGE MANAGEMENT HUB | 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 Surv ey 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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