New Agent Onboarding

Familiarize yourself with PH Realty Team’s mission, vision, and goals. This booklet provides insight into our company culture, expectations, and the resources available to help you succeed.

Understanding your personality and communication style is essential for building strong relationships with clients and team members. Complete the DISC assessment and email your results to our admin team at admin@phrealtyteam.org for review.

Success in real estate starts with a clear plan. This worksheet helps you define your professional goals, income targets, and the steps you’ll take to achieve them.

We’re excited to learn more about your background and experience to better support your transition into PH Realty Team. Please send your updated resume to our admin team at admin@phrealtyteam.org.

Your success is our top priority. In this one-on-one meeting, our leadership team will discuss your goals, answer any questions, and provide an overview of what to expect as a PH Realty Team agent. To schedule your interview, please email admin@phrealtyteam.org.

The company dashboard is your go-to resource for essential tools to support your real estate business.

To access the dashboard:

• Go to phrealty.org
• Click on “Login” in the top right corner
• Enter the password: phaccess

Our handbook outlines company guidelines, expectations, and best practices. Reviewing it ensures you understand how we operate and what’s expected of you as a PH Realty agent.

Your Agent Information & Bio Questionnaire helps us create your professional profile for marketing purposes. You’ll provide key details about your background, real estate experience, and personal interests, which we’ll use to enhance your online presence, marketing materials, and team introductions.

A professional headshot is a vital part of your personal brand. Hannah, our Marketing Manager, will be in touch to schedule your photo session. We’ll coordinate a time to capture high-quality images that will be used for your website, social media, business cards, and other marketing materials, ensuring a polished and consistent brand image that represents you professionally.

To help guide you through the onboarding process and beyond, we assign all new agents to a Group Leader. Your Group Leader will:

• Assist you through onboarding
• Answer any questions you may have
• Provide continued guidance through your first listing and buyer transactions

This mentorship is designed to ensure your success by offering personalized support, expert advice, and a go-to resource as you build your real estate career with PH Realty Team.

Our Agent Excellence Program is a dynamic, results-driven 7-week program designed to set new agents up for long-term success. Open to all new agents, this program provides the essential tools, strategies, and personalized support needed to thrive in today’s competitive market.

We’re so confident in the power of this program that we guarantee your success—just enroll, commit, and follow through.

Take the first step toward a rewarding career with the guidance, confidence, and support you need to excel.

PH Realty Team operates under eXp Realty, our trusted brokerage partner. As part of your onboarding, you’ll complete eXp’s enrollment process to activate your real estate license, gain access to valuable resources, and connect with a nationwide network of real estate professionals.

To get started, visit www.joinexprealty.com.

Since TBOR also serves as the MLS, membership is essential for listing and accessing properties. Here’s how to join:

• Complete the TBOR Membership Application – Visit TBOR’s website or contact their office at 870-774-6452.
• Pay Membership Dues & MLS Fees – TBOR requires payment of annual dues and MLS fees to activate your membership.
• Complete New Member Orientation – Attend TBOR’s mandatory orientation session to learn about MLS rules, ethics, and member benefits.
• Set Up Your MLS Access – Once your membership is approved, you’ll receive login credentials to the MLS platform, enabling you to list properties and access market data.

The Independent Contractor Agreement outlines the terms of your working relationship with PH Realty Team. It details your roles and responsibilities, commission structure, team expectations, and other important guidelines that define your position as an independent real estate agent.

The W-9 Form is required for tax purposes. It collects your taxpayer identification information, which PH Realty Team uses to report your earnings to the IRS. This form ensures that your income is accurately documented for end-of-year tax reporting.

The Moving Truck Reservation & Usage Policy outlines the guidelines and procedures for the responsible use of PH Companies’ moving truck, provided exclusively for PH Realty Team clients. This policy ensures a smooth, efficient, and safe moving experience, supporting agents in delivering exceptional service during their clients' transitions.

Google Workspace is the central platform for all your professional communication, organization, and collaboration needs at PH Realty Team. It includes tools like Gmail, Google Calendar, Google Drive, Google Docs, Google Meet, and more - all managed by PH Realty Team for seamless business operations.

Key Features:

✔ Gmail

You’ll receive your official PH Realty Team email address: firstname@phrealtyteam.org. Setup instructions will be provided to get you started. If you need assistance, don’t hesitate to reach out!

✔ Google Calendar

Stay organized with Google Calendar to manage appointments, schedule meetings, and coordinate with team members effortlessly.

✔ Google Drive

A secure, cloud-based storage system for managing and accessing important documents anytime, anywhere.

• Access it via the App Launcher Icon > Drive.
• Click here for a Google Drive guide to learn more about using it effectively.

✔ Shared Drive

Your designated Shared Drive contains essential company resources, templates, and documents. Be sure to explore your folder regularly for updates.

✔ Company Directory

Easily find team members’ contact information in Google Contacts > Directory, helping you stay connected with the entire PH Realty Team.

Follow Up Boss is our powerful Customer Relationship Management (CRM) system, designed to help you efficiently organize, track, and nurture your leads. It enables you to manage your database, automate follow-ups, and stay on top of client communications—helping you convert more prospects into closed deals.

Getting Started with Follow Up Boss:

✔ Join Follow Up Boss

You’ll receive an email invitation to set up your Follow Up Boss account. Follow the instructions to get started and customize your profile.

✔ Upload Your Sphere of Influence

Import your existing contacts to create an organized, centralized database. This helps you track interactions and stay connected with your network effortlessly.

✔ Business Phone Number Assignment

You will be assigned a business phone number through Follow Up Boss. This number will automatically forward calls to your personal phone via the FUB app, allowing you to maintain a professional image while keeping business and personal calls separate.

✔ Download the Follow Up Boss App

Stay connected and manage your business on the go. Download the FUB mobile app to track leads, respond to clients, and manage your tasks anytime, anywhere.

Ylopo is our cutting-edge digital marketing platform designed to help you generate high-quality leads and re-engage potential clients through targeted campaigns on social media, Google, and dynamic ad networks. It seamlessly integrates with Follow Up Boss, providing valuable insights into client behavior and helping you connect with the right prospects at the right time.

Getting Started with Ylopo:

✔ What is Ylopo?

Ylopo is an advanced digital marketing platform that supports your lead generation and nurturing efforts through automated follow-ups, intelligent retargeting, and AI-driven engagement. It helps you stay top-of-mind with clients and prospects, increasing your chances of converting leads into closed deals.

✔ Get Access to Ylopo

You’ll receive an email invitation to set up your Ylopo account. Follow the instructions to activate your account and start leveraging Ylopo’s powerful marketing tools.

✔ Training & Resources

Ylopo offers a variety of tools, tutorials, and training materials to help you maximize your marketing potential. Be sure to:

• Explore the Ylopo Dashboard to manage campaigns and track performance.
• Attend recommended training sessions to learn best practices for lead generation, retargeting, and client engagement.

Your email signature is an important part of your professional branding, reinforcing your credibility with every message you send. We’ll help you create a polished, consistent signature that includes your name, title, contact information, and PH Realty Team branding to ensure a professional look across all communications.

✔ Email Signature Setup

Once your Google Workspace is set up and your headshots are complete, we’ll send you a custom-designed email signature along with easy-to-follow setup instructions. This will ensure your emails reflect a cohesive, professional image that aligns with the PH Realty Team brand.

A Google Business Profile is a powerful tool for increasing your visibility in local search results and on Google Maps, making it easier for potential clients to find and connect with you online. Setting up and optimizing your profile helps showcase your services, collect client reviews, and improve your local SEO.

✔ Profile Setup & Optimization

Ensure all compliance details—including your name, company, address, phone number, email, website, and bio—are accurate and consistent to maintain a strong, professional online presence.

✔ Build Credibility Through Reviews

Positive reviews are key to building trust with potential clients. After setting up your profile, leave PH Realty Team a review, and we’ll gladly return the favor to help boost your online credibility!

Maintaining an updated, professional presence on platforms like Zillow and Realtor.com is essential for showcasing your listings, enhancing your credibility, and building trust with potential buyers and sellers.

Once your profiles are created and connected, be sure to join PH Realty Team to maximize your visibility and strengthen your professional brand.

Social media is a powerful tool for connecting with clients, generating leads, and showcasing your expertise. Setting up or optimizing your professional profiles on platforms like Facebook, Instagram, LinkedIn, and YouTube ensures consistent branding and engaging content that resonates with your target audience.

✔ Profile Setup & Optimization

Ensure all compliance details are accurate, including your name, company affiliation, and contact information. Strengthen your professional presence by following these steps:

Facebook: Add yourself as an agent at PH Realty Team, leave us a review, and we’ll gladly return the favor!

LinkedIn: Update your profile to reflect your role as an agent with PH Realty Team.

Instagram: Add @phrealtytxk to your bio to showcase your team affiliation.

YouTube: Subscribe to our channel to stay updated on the latest real estate insights and team content.

Create professional marketing materials with ease using Canva Pro, provided to you for free through eXp Realty. Simply log in using your eXp email address to access a wide range of design tools, templates, and resources to elevate your branding and marketing efforts.

Lockboxes are a critical tool for securely granting property access to buyers’ agents during showings. TBOR requires the use of Sentrilock lockboxes, which offer secure, app-controlled access to your listings.

Important: There is a fee for Sentrilock, which is the agent’s responsibility.

Professional business cards are a powerful tool for leaving a lasting impression with clients, prospects, and industry contacts.

You’ll receive a business card template that you can use as-is or customize to fit your personal style. Additionally, as a new agent with eXp Realty, you’re provided with free business cards as part of your new agent welcome package, making it easy to get started with a professional, branded look right away.

Branded for sale signs are essential marketing tools that help attract attention to your listings and enhance your professional presence in the community.

We provide branded signage templates to ensure a consistent, polished look that aligns with PH Realty Team’s branding. For easy ordering, we recommend purchasing your signs through your eXp account via BuildASign.com, where you’ll find customizable options designed specifically for real estate professionals.

Hosting successful open houses requires the right materials to create a professional and engaging experience for potential buyers. Essential items include sign-in sheets, property flyers, and other marketing collateral that help showcase the property and capture valuable leads.

All necessary open house resources can be found in the Company Dashboard, ensuring you’re fully prepared to make a lasting impression and convert visitors into clients.

Our Buyer Presentation is a professionally designed tool that helps you clearly communicate your value, outline the home-buying process, and set expectations with potential buyers. It’s an essential resource for building trust, demonstrating your expertise, and guiding clients through every step of their home-buying journey.

All new agents are provided with a Buyer Presentation by PH Realty Team. Your Group Leader will work with you to ensure you know how to use it effectively, helping you make a strong impression and convert prospects into loyal clients.

The Listing Presentation is designed to showcase your expertise and PH Realty Team’s comprehensive marketing strategy to potential sellers. It highlights how you will market their property, implement effective pricing strategies, and demonstrate what sets you apart from the competition - helping you win more listings with confidence.

All new agents are provided with a Listing Presentation by PH Realty Team. Your Group Leader will ensure you know how to use it effectively, equipping you with the skills and knowledge to present with professionalism and secure more listings.

1. AI-Powered Agent 2.0
2. Buyer’s Agent High Productivity Training
3. Lead Conversion Cash Machine
4. Listing Agent Training
5. Why Open Houses?
6. Reside Intensive Sales Experience (R.I.S.E.)

At PH Realty Team, we’ve partnered with Reside to provide comprehensive agent training designed to help you build a strong foundation for success. This program offers expert-led sessions, practical resources, and ongoing support to help you grow your business, secure appointments, and develop winning habits.

Getting Started with Your New Agent Training:

   1. Join the Agent Facebook Group

Stay connected with fellow agents, access training resources, and engage with a supportive community.

Join Here

   2. Register for Weekly Agent Training

Participate in live, interactive training sessions that cover essential skills, strategies, and best practices.

Register Here

Enroll in RISE

RISE is a structured training program designed to accelerate your growth with step-by-step guidance and actionable tasks.

Enroll Here

Register for Script Inferno

Master the art of communication with Script Inferno, where you’ll practice scripts, objection handling, and conversion strategies to boost your confidence in client interactions.

Register Here

Step One: Sync your new leads

• Connect your email so we can sync your client emails
• Enable inbox lead processing - Turning this on allows us to automatically add new leads from your email inbox to Follow Up Boss (from supported lead sources)
• You can also set up direct lead source and IDX integrations to get some of your leads into Follow Up Boss even faster and with more information for sources like Zillow

Step Two: Add and organize your existing contacts

• Import your contacts into Follow Up Boss or email your CSV to your success manager @ Follow Up Boss 
• Organize everyone by stage to power your smart lists & help you focus on the right people

Step Three: Get connected on mobile

• Download the app (iOS or Android)  
• Learn to use our apps on iPhone and Android

Step Four: Join our on-demand training

• Learn the basics in our 20-min bootcamp 
• 10x your productivity with smart lists (20 min)
• Learn about calling & texting in 10 mins
• Action plans & automations overview (15 mins)
• Agent Kickstart (30 min; specifically for agents)

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.

Your Group Leader plays a key role in your growth and development. They will:

• Help You Set Sales Goals: Work with you to define clear, measurable sales goals tailored to your personal and professional ambitions.
• Oversee Your Activities & Performance: Regularly review your progress, provide constructive feedback, and identify areas for improvement.
• Coordinate with Marketing: Collaborate with the marketing team to support your lead generation efforts, ensuring you have the tools and strategies needed to attract clients.

• Annual Business Planning Session: A comprehensive session to map out your yearly goals, strategies, and action plans for growth.
• Buyer & Listing Consultation Evaluations: A minimum of two evaluations to assess and improve your consultation skills, ensuring you’re effectively converting leads into clients.
• Contract Reviews: Guidance on contracts and transaction management to ensure accuracy, compliance, and efficiency.
• Ongoing Performance Check-Ins: Regular one-on-one meetings with your Group Leader to review your progress, celebrate wins, and adjust strategies as needed.

We hold a mandatory Weekly Sales Meeting every Monday at 9:00 AM. These meetings cover:

• Sales strategies and market updates
• Team announcements and new listings
• Success stories and best practices
• Ongoing training tips and motivation
• Attendance is required for all agents. If you’re unable to attend, you must notify your Group Leader in advance.

✔ Perks for Active Participation

Agents who consistently participate in all required trainings and meetings gain access to exclusive perks, including:

Priority access to company-generated leads

Special marketing support and resources

Eligibility for performance-based incentives and recognition programs