1. Agent OnBoarding Checklist-ALL NEW AGENTS DO THIS FIRST

GLR ONBOARDING CHECKLIST

AGENT:
“Training does not equal production. Activities equal production.”

Part 1:
  • Part 1 Should be done upon joining GLR
  • If Part 1 is not complete then Commission Split will be 60%
  • Return this checklist to Michael when complete

  1. Apply for your license with the State & join either GLR, GLR-Cerrone, GLR-Benchmark, GLR-Chappaqua or GLR2 (If we do not have your RE license associated with us or if it is expired, we cannot pay you any commission & you cannot participate in this business).
  2. Join HGAR (Includes NYSAR & NAR): Sign up & take:
    1. Orientation
    2. Matrix 1
    3. Matrix 2
    4. Matrix 3
    5. Transaction Desk/Authentisign Training

    Learn how to use RPR & ShowingTime. There is a fee to join HGAR & this fee is the agent’s responsibility. (Agents who do not belong to HGAR are on a 50% Commission Split).

  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: GrandLuxRealty.com & GrandLuxRealty.net
    • https://www.dos.ny.gov/licensing/docs/FairHousingNotice_new.pdf
    1. Make sure your compliance information (name, company, address, phone, email, fax, websites) is also on all your social media & websites, including:

      • Realtor.com
      • Zillow
      • Trulia
      • Facebook
      • Twitter
      • LinkedIn
      • Instagram
  4. Take a professional headshot (we recommend using: Andres Guerrero, [email protected]).
    • Make an appointment.
    • Go to his studio: Darklight Studios, 243 Halstead Ave., Harrison.
    • Pay him $50.
    • Look well-groomed & wear nice clothes for the professional photo shoot.

    Michael will pay you back with Lux Bucks out of his share of your next deal if you bring Michael the paid receipt.

  5. Write Bio & upload to the HGAR, One-Key, SmartMLS (for CT if you use it), Mid-Hudson MLS (if you use it), Facebook, LinkedIn, Zillow, Trulia, Realtor.com, etc. Use the following template for your Bio:
    1. Name
    2. Background
    3. Interests
    4. Experiences
    5. Skills
    6. Coverage Areas
    7. Languages Spoken

    If you need help with this, contact Alexander Kaminer ([email protected]).

  6. Order Business cards. (We recommend: Michael Stephenson, C-845-490-1295, [email protected]).
    1. Be sure to let Michael proof-read it before ordering.
    2. Be sure you have the correct logo for your office & also all the compliant information.
    3. Put a GLR business card holder onto the back of your cell phone case so you can carry business cards wherever you go.
    4. Your name on your business card should match your RE license name.
  7. Read the website: www.grandluxrealty.com, especially the Agent Training portion & the Commission Split Structure. Make sure you understand it. Ask Michael if you have any questions.
  8. Take a look at our agent list on the website: www.GrandLuxRealty.net.
    • Make sure you’re on the list
    • Make sure that your picture is professional
    • Make sure that your picture is professional & not bit-mapped
    • Make sure that your cell phone number is correct
    • Make sure that your email address is correct

    If there is an error, please contact: [email protected] You can also call 508-885-2040. Make sure the photo & phone numbers & email address are correct on the MLS first.

  9. Fill out the IRS Form W-9 with your SNN# & give it to Walter. Please email it to: [email protected]
Part 2:
  • Part 2 includes things you can do to increase your success level!
  1. 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.
    • There is a cost for the Supra eKey.
    • Some listings use a Supra lockbox & you won’t be able to show these listings if you don’t have the app on your cell phone.
  2. Read the Forms Page (ask Michael for the link) or give Michael your email address & the writable PDF versions of all our forms will be available for you.
  3. Get signed up for admin database for leads. Ask Michael to do this for you.
  4. Order sign riders with your name & cell phone number on them.
    • Make sure to include our logo.
    • Let Michael see the sign proof before ordering.
    • Signs can be ordered on: www.signoutfitters.com
  5. Order a nametag. It should include:
    • The GLR Logo
    • Your Name
    • Your Title (Licensed Real Estate Salesperson or Licensed Associate Broker)
    • Nametags can be ordered on: www.nametagcountry.com
  6. Apply for your CT RE license (if you want to do deals in CT)
    • CT offers full reciprocity to NY licensees
    • You can also join the CT-MLS if you want credit for your deals.
    • If you’re not a member of the CT-MLS, and you do a deal in CT, you will recieve the NON-MLS Agent Split (50%/50%).
  7. If you need any help with any of the above tasks or want to increase your online exposure please do at least one of the following:
    • Contact Michael Stephenson: [email protected], C-845-490-1295
    • Attend our Marketing Dept. Meeting
    • Contact one of our Mentors.
  8. 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.
  9. Sign up for OpCity leads. Contact Cheyenne Skye C-512-456-3601, [email protected]
  10. Consider setting up a personal webpage on our company website: www.grandluxrealty.com. Contact Michael to set that up. Michael will need your pro-headshot & bio.
  11. On Instagram add @Grand_Lux_Realty to your bio.
    • Contact Michael Stephenson, [email protected], C-845-490-1295, so he can create some Instagram stories & link to your profile.
  12. Google your name & Grand Lux Realty.
    • Make sure that you fill up a page or 2 on Google with links to you.
    • Increase the pages you show up on. You can do this by increasing your SEO (search engine optimization).
Part 3:
  1. Sign up for Yelp.com & leave reviews for places you go to. Also leave a positive review for Grand Lux Realty on:
    • Facebook
    • Yelp
    • Google, etc
  2. Buy a logo polo shirt from www.queensboro.com & a logo t-shirt.
  3. Sign up for a Zillow Lead Generation strategy with:
  4. Go to look at our Active Listings & be familiarize yourself with them.
  5. All GLR licensees affirm that by being licensed with our firm you are agreeing to abide by our Commission Split Structure.
Part 4:
  1. GLR Office Meetings (all are welcome including guests):
    • Tues. @ 11am – GLR Weekly Meeting (our biggest meeting) – Zoom
    • Thurs. @ 4pm – GLR Weekly Meeting – Zoom
    • Ardsley & Mamaroneck One-on-One Meetings – by appointment with Michael
    • 2nd Wed. of each month @ 12noon – Leadership Council Meeting – Zoom
  2. Due to the Covid Pandemic all Office Meetings will be available remotely on www.zoom.com until further notice. Michael will email the sign-in info prior to the meeting start time.
  3. All in-person meetings are cancelled during the Covid Pandemic.
Part 5: (additional trainings once you are on-boarded):
  1. Take Jump Start RE Training with Susan Meliti (C-914-419-3257, [email protected])
  2. HGAR class: “I’m licensed, how do I start my business?”
  3. “Tell your prospect what you’re going to tell them, then tell them what you said you’re going to tell them, then tell them what you told them.” (Guide the conversation like the Captain of ship steering around the rocky shorelines in the fog). Always be qualifying & re-qualifying your prospects.
  4. Enhance Your Ability Trainings:
    1. Business Planning/Time management
    2. Introduction to Prospecting
    3. Managing your Sphere Of Influence (SOI)-Let them know you are in the business. Ask them to refer leads to you.
    4. Opp-time & incoming call conversion
    5. Open Houses
    6. For Sale By Owners (FSBOs)
    7. The Listing Agreement
    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. Create Pipeline using GLR database
    18. The art of negotiation
    19. Selling 101
    20. Overcoming Objections
    21. Learn some special details on MLS like: A) Reverse prospecting; B) Buyer Portal; C) Seller Auto-search; D) RPR; E) HomeSnap.
    22. Practice Scripts