GLR ONBOARDING CHECKLIST
AGENT:
“Training does not equal production. Activities equal production.”
Part 1 (should be done upon joining GLR):
___1. Apply for your license with the State & join either GLR, GLR-Cerrone, GLR-Benchmark, GLR-Chappaqua or GLR2.
___2. Join HGAR (Includes NYSAR & NAR): Sign up & take: a) Orientation; b) Matrix 1; c) Matrix 2; d) Matrix 3; e) Transaction Desk/Authentisign training. Learn how to use RPR & ShowingTime.
___3. Set up email be sure it’s compliant with the following information in your signature: Licensed name, title, firm, address, phone, fax, cell, email, & website links. Make sure this is also on all your social media & websites.
___4. Get the Supra eKey & install app on your cell phone. Make an appointment with HGAR & go there so they can train you how to use it.
___5. Take professional headshot w/Andres Guerrero, [email protected] Make an appt. Go to his studio: Darklight Studios, 243 Halstead Ave., Harrison. Pay him $50. I’ll pay you back with Lux Bucks out of my share of your next deal.
___6. Write Bio & upload to the MLS, Facebook, Zillow, Trulia, Realtor.com, etc. On Instagram add @Grand_Lux_Realty to your bio. If you speak a foreign language be sure to list it on your bio on all the websites. Google your name & Grand Lux Realty & make sure that you fill up a page or 2 on google with links to your information. Expand your SEO (search engine optimization). Use the following template for your Bio: Name, background, interests, experiences, skills, coverage areas, & languages.
___7. Order Business cards (Michael Stephenson, QDC Marketing, LLC, C-845-490-1295, [email protected]). Be sure to let me proof-read it before ordering. Be sure you have the correct logo for your office & also all the compliant information. Put a GLR business card holder onto the back of your cell phone case so you can carry business cards wherever you go.
___8. Read the website: www.GrandLuxRealty.com, especially the Agent Training portion & the Commission Split Structure. Make sure you understand it.
___9. Read the Forms Page (ask Michael for the link).
___10. Get Signed up for admin database for leads.
___11. Order sign riders with your name & cell phone number on them. Make sure to include our logo. Let me see the sign proof before ordering. (www.signoutfitters.com).
___12. Order a nametag with our logo & your name & title (Licensed Real Estate Salesperson or Licensed Associate Broker) (www.nametagcountry.com).
___13. Sign up for Yelp.com & leave reviews for places you go to. Also leave a positive review for Grand Lux Realty.
___14. Take a look at our agent list on the website: www.GrandLuxRealty.net. Make sure you’re on the list, that your picture is professional & not bit-mapped, & that your phone numbers are correct (office & cell). If there is an error, please contact: [email protected] & also [email protected] Make sure the photo & phone numbers are correct on the MLS first.
___15. Leave a positive review for Grand Lux Realty on Facebook, Yelp, Google, etc.
___16. Take our Agent Survey-designed to help us to do a better job: https://forms.gle/SRYPiPE1AYcCwcvFA.
___17. Apply for your CT RE license (CT offers full reciprocity to NY licensees), if you want to do deals in CT. You can also join the CT-MLS if you want credit for your deals.
___18. Buy a logo polo shirt from www.Queensboro.com & a logo t-shirt.
___19. If you need any help with any of the above tasks or want to increase your online exposure please contact: [email protected] 845-490-1295 or attend our Marketing Dept. meeting or contact one of our Mentors or Michael Loizou ([email protected]).
___20. Be sure to continue to take your 22.5 hours of CE credits over the 2 year period that your RE license is valid. Don’t wait until the last minute. For example, 22.5 hours over 24 months means one 3.5 hour CE credit class approximately every 3 months.
___21. Fill out the IRS Form W-9 with your SNN# & give it to Walter.
Part 2 (additional strategies once you are on-boarded):
In-Office & Out-Office Training:
A Great Idea: Take Jump Start RE Training with Susan Meliti (C-914-419-3257, [email protected]) & the HGAR class: “I’m licensed, how do I start my business?”;
1. Business Planning/Time management
2. Introduction to Prospecting
3. Sphere Of Influence
4. Opp-time & incoming call conversion
5. Open Houses
6. For Sale By Owners (FSBOs)
7. The Listing Contract
8. Expired Listings
9. Working With Sellers
10. Seller Disclosures
11. Listing Presentation
12. Offer to purchase & Memorandum of Agreement
13. Pricing a home for sale (CMA) – Michael’s method
14. Servicing the listing
15. Buyer Counseling/Showing/Closing
16. Exclusive Buyer Representative: Buyer agency/contract/forms, Presenting & negotiating offers
17. Make a list of your SOI (Sphere of Influence). Let them know you are in the business. Ask them to refer leads to you.
18. Create Pipeline using GLR database
19. The art of negotiation
To Learn On Your Own and in Groups/Teams
Practice Scripts (Learn & internalize):
1. Sphere of Influence (SOI)
2. For Sale By Owner (FSBO)
3. Expireds
4. Listing Presentation
5. How to Overcome Objections
6. Learn some special details on MLS like: A) Reverse prospecting; B) Buyer Portal; C) Seller Auto-search; D) RPR.