JC Transfer Agent

by Tennessee Real Estate Academy | Jul 22, 2023

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Course Content

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Stage 1: Getting Info 6 Topics

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Lesson Content

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Before You Begin

1. Create a Gmail Account

2. Personal Info Form

3. Getting Your Licensed Transferred

4. Getting Signed Up with TREC

Stage 2: Apps To Download 6 Topics

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Download Brokermint

Download Follow Up Boss

Download Premier Agent – Zillow

Download Google Calendar if Non Android Phone

Stage 3: Company Items 5 Topics

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Company Policies and Procedures

Bridge Pointe Commission Plan Options

Proof of Car Insurance

Review Bridge Pointe

Stage 4: Prepare for Meeting with Admin 2 Topics

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Schedule Time with Admin and Broker

Stage 5: Misc Set-Ups 4 Topics

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Update Gmail Profile

Create Gmail Signature

Set-Up Follow Up Boss Signature and Profile Picture

Stage 6: Complete License Set-Up 5 Topics

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Schedule Zillow Trainings

Create Zillow Profile

Zillow Team Invite

Ylopo Stars Onboarding Agent Profile Questionnaire

Stage 7: Training 6 Topics

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Inside Sales Agent Training

Bombbomb (Only required if on Commission Plan #1 – Company Leads)

Stage 8: Final Steps