Relocation Onboarding Plan

Our team's requirements

Training Requirements

In the Relocation Lender & Referral Programs course, you will be introduced to:

Lender and Referral Programs

Best practices for:

Submitting AGR Surveys Escalations AST Agent Profile & Zip Codes Closed file in eRelo

Agent Generated Referrals Referral Options Standard Operating Procedures How to use Cash Back

Annually you must provide an updated Agent Profile & complete training required by relocation management companies TEAM REFFERAL REQUIREMENTS

Courses:

Relocation | Lender & Referral Programs More training on Lender & Referral overview in the KMH

Agent Generated Referrals Lead Opportunities Agent Selection Tool Profile Cashback 1. 2. 3. 4.

ONBOARDING PLAN | RELO 2021

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