Jonesborough Transfer Agent Onboarding

by admin | Jul 29, 2023

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Price

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Course Content

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Stage 1: Getting Info 5 Topics | 1 Quiz

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Lesson Content

0% Complete 0/5 Steps

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 3 Topics | 1 Quiz

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Lesson Content

0% Complete 0/3 Steps

Download Brokermint

Download Google Calendar if Non Android Phone

Stage 3: Company Items 5 Topics | 1 Quiz

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Company Policies and Procedures

Bridge Pointe Mission & Core Values

Bridge Pointe Commission Plan

Proof of Car Insurance

Review Bridge Pointe

Stage 4: Prepare for Meeting with Admin 1 Topic | 1 Quiz

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Schedule Time with Admin and Broker

Stage 5: Complete License Set-Up 3 Topics | 1 Quiz

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Lesson Content

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1. Boomtown Training

2. Brokermint Training

3. RPR Training

Stage 6: Final Steps