MASTER of Onboarding Checklist - Google Docs
Go here 1st to start your on-boarding process
License & MLS
Move your license over
CA State Office Information
Who to reach out to when you need a brokers signature, email Broker q-tions, Payment Processing, CA Broker DRE# - HUD NAID# - Tax I.D. - etc.
EXP WORLD SHORT TOUR
Joining local association, moving license over in DRE, EXP Enterprise, Website, Marketing center, Regus center membership, EXP World, Workplace, EXP University
EXP University "LIVE" Weekly Training Schedule
Weekly "LIVE" Trainings in the WORLD
EXP University Training Archives
Login with your EXP Credentials to access all the tools & training. All you need to know about the biz.
How_to_sign_up_for_your_Regus_ID
EXP Workplace
Fantastic community of all things EXP. Great place to learn the latest news with the brokerage here, get assistance and answers to questions. Endless opportunities in th
Marketing Resources
Business Cards, Brochures, etc
Weekly Team Collaboration ZOOM Meetings
Videos of previous weekly Team Production Mastermind Collaboration Sessions. Great topics, scenarios, escrow situations, marketing, lead generation, R.E. tools and tips and so much more . A wealth of information.
Seller Presentation
Land the Listing with this presentation. Customize to your liking as well.
Buyer Presentation
Set expectations with your buyers and educate them on the buying process for a smooth transaction & value. Use this template and add your pic
Tools, Trackers, Spreadsheets to organize and grow your business
All the tools you need to organize your business. The more organized & structured you are, the more business you are able to generate and scale.