NEW AGENT ONBOARDING

Pre-Work

  • Recruiting Booklet


    OPEN

  • DISC Assessment


    OPEN

  • Goals Worksheet


    OPEN

Getting Acquainted

  • Policies and Procedures Handbook


    OPEN

  • Agent Information


    OPEN

  • Bio Questionnaire


    OPEN

Work Setup

  • Join eXp


    JOIN

  • Social Media

    Set Up & Update Agent Social Media Profiles


    Ensure your social media and online presence are up to date with accurate compliance information, including your name, company, address, phone number, email, website, and bio. Consistency across platforms strengthens credibility and brand recognition.


    Recommended Platforms:

    • Realtor.com
    • Zillow.com
    • Facebook
    • Twitter (X)
    • LinkedIn
    • Instagram
    • TikTok

    Additionally, add your business to Google using Google Business Profile Manager. This improves local visibility and helps clients find you easily.

Training

  • Ylopo Quick Start Training

    Agent Quick Start Training is designed to help you hit the ground running with Ylopo tools and strategies. You'll learn how to efficiently work your Ylopo+CRM, follow up with leads, and build a strong foundation for long-term success


    What does this training cover? Participants will learn how Ylopo integrates with their CRM, use Stars tools to nurture leads, Branded sites tools to convert leads, and use the home search site and branded site to grow their database. Additionally we give them the steps on getting started like completing the APQ, completing online training, and attending coaches office hours to help convert leads.  We will also be sending each agent that attends a guide of the tools reviewed on training, tools not reviewed on the training, and next steps to getting started with Ylopo and finding success.


    Who should take this training? A new agent/team member being added to a Ylopo license.


    When does this training run? Every other Tuesday at 1 pm pst


    What is the goal of the training? Help  team members understand the power/role of Ylopo, how it works within their CRM, and how to use Ylopo tools to engage, nurture, convert, and grow their databases.

    REGISTER
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