Post-Onboarding Checklist

1. Prepare a biography for your Agent Page as your Office Manager will work with you to make your Agent Page domain go “live” to the public. Additionally, come ready with a headshot to add to your page. If you still need a headshot, please contact your Office Manager, who will put you in contact with our preferred photographer(s).

   • Consider using the AI Assistant to help write your bio!

2. Use the Sample CSV sheet to import any contacts into your CRM. Learn more about importing your contacts in Home Academy. Create “Tags” in the Settings tab to ensure your contacts are easy to pull in bulk.

3. Check out the Getting Started with Home How-to Guides will help you launch your business with confidence!

4. Connect your Social Media accounts and announce your move to @properties! (AI Assistant can be useful for writing social media posts, as well)

1. *Please complete your forms & eSign setup in Business Tracker by following this step-by-step guide HERE. Click HERE if you need to look up your NRDS ID.

   • Please note: This is NOT applicable if your are licensed in Indiana.

   • Newly licensed agents will be able complete this step once they have applied for NAR (National Association of Realtors) membership and a NRDS ID has been issued.

   • If you would like to learn more about Business Tracker, the Compliance & Commissions tool on the Home Platform, please click HERE to access a virtual training.

2. *If you want to change your Okta Password, you can follow these instructions.

3. *Please complete setting up your Payment Settings for invoicing and enroll in Auto-Pay by clicking HERE.

   • In addition to your credit card, you can now add a U.S. bank account (ACH) to your payment settings and use it to pay invoices, set up AutoPay, or manage payment plans. Adding a payment method is part of the expectations of holding a license with @properties and is standard brokerage procedure. Add your card or a bank account within 72 hours of your onboarding or you will lose account access.

4. Please click HERE if you would like to order business cards and/or other print collateral.

5. If you’d like update your email signature, click HERE for additional templates.

6. Reminder: Ensure your social media accounts, REALTOR® profiles, Youtube, Google business page, voicemail, etc. are updated to reflect your transition to @properties, and please continue to use your personal email for all logins.

*Complete these steps if you were not able to do so during your live virtual onboarding.

1. Schedule 5-10 minutes each day to group and tag contacts in your CRM based on your relationship with them. This will make your marketing efforts more relevant to your audience and return better results. Here’s how to organize your contacts.

2. Check your “Likely to Sell” tab on your Home Platform Toolbar. Organize by likelihood of selling and make sure you are reaching out to these people, daily.

3. Announce your move to @properties with beautiful print and digital marketing assets. Check out pre-built templates in Marketing Center. You can also send a bulk message to your top clients announcing your move to @properties. A bulk message feels like an personal email, but can be sent to multiple contacts at once. This is a great time saving tool that yields high engagement.

4. List your first @properties listing as a Private Exclusive listing using @properties’ Private to Prominent Marketing Strategy.