Before Your License Arrives
Step 1 : Familiarize yourself with the new agent guide
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Print the New Agent Guide and begin working on the checklist.
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Watch this welcome video
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Step 2 : Backagent
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Backagent is our internal office program. When you sign up, you will receive an email to activate your account.
Bookmark this site and become familiar with it. The most important features are:
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STEP 3 : GET THE BASICS SET UP
1) Have a professional photo taken.
This will become your head shot on the website, and you can use it on your business cards, social media profiles, etc.
Some local places you can go to are Johnstone Studios (more expensive, higher quality) or JCPenny (cheaper). Send to the Office Manager to put on our website.
2) Create a work email address.
Choose something professional (like your name @gmail.com) or something a bit more clever that’s real estate specific. Don’t forget to create an email signature! If you’re setting up a new email address, send it to the Office Manager to update internally and on our website.
3) Set up your phone/voicemail.
Set up a professional voicemail with your name and noting you’re a Realtor with Solid Source Realty.
This will become your head shot on the website, and you can use it on your business cards, social media profiles, etc.
Some local places you can go to are Johnstone Studios (more expensive, higher quality) or JCPenny (cheaper). Send to the Office Manager to put on our website.
2) Create a work email address.
Choose something professional (like your name @gmail.com) or something a bit more clever that’s real estate specific. Don’t forget to create an email signature! If you’re setting up a new email address, send it to the Office Manager to update internally and on our website.
3) Set up your phone/voicemail.
Set up a professional voicemail with your name and noting you’re a Realtor with Solid Source Realty.
Step 4 : CRM (Customer relationship Manager)
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A CRM is the most important tool for organizing your contacts and should become the backbone of your business.
Select a CRM and add everyone in your sphere of influence. Some popular choices are: Ixact Contact: Offers 6 months for free for new agents Wise Agent: Automated newsletter, simple to use Lion Desk: Clean interface, lots of drip campaigns, no holiday e-cards |
Step 5 : Set up your Professional Team
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Get to know local Title marketing reps. Call or email to set a meeting.
Some of the local Title marketing reps are: Charmaine LaMay, Ticor Title 775.233.0031 charmaine.lamay@ticortitle.com Andy Gust, Stewart Title 775.853.8661 andy.gust@stewart.com Michael Ittner, Western Title (a division of Stewart Title) 775.813.4789 mittner@westerntitle.net Kris McDonald, First American Title 775.815.8094 krismcdonald@firstam.com |
Sample questions to ask:
1. What tools do you offer for agents? 2. What prospecting or marketing do you see successful agents doing? 3. What escrow officer in your office would you recommend to work with a new agent? |
Step 6 : Familiarize yourself with resources
When Your License Arrives
Step 1 : Your license is in
Once a print copy of your license arrives in the mail, the office Manager will email you to let you know. The large copy of your license must always stay at the office. You will receive a smaller “wallet size” license that you can keep.
Step 2 : Sign up at the Reno SParks Association of Realtors
1) Sign up with RSAR within 10 days of license arriving. Text Matt at 775-225-5009 to notify him that your license is in. This is when you pay your initiation fees at RSAR.
Use this sample as a guide to filling out your application. |
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Step 3 : RSAR Orientation & NNRMLS 101
Once you sign up at RSAR, you will receive several emails from RSAR and MLS. Don’t miss these! They will have information on two classes you must complete:
- MLS 101 training must be complete within 30 days of joining the Association
- Realtor Orientation must be completed within 2 months. This orientation is only offered every other month, so do not miss it. Until you complete this orientation, you are a licensed salesperson but not a Realtor.
- MLS 101 training must be complete within 30 days of joining the Association
- Realtor Orientation must be completed within 2 months. This orientation is only offered every other month, so do not miss it. Until you complete this orientation, you are a licensed salesperson but not a Realtor.
Step 4 : Order your business materials
Order your business cards, nametag, signs, etc. Email the proof to Matt before purchasing to ensure your materials are compliant with Division/state requirements.
A) Kitson Creative: Mike Kitson
Mike@kitsoncreative.com 775-250-1163
B) Trafficbuilders Sign Outlet
(775) 827-6200
C) Signs by Tomorrow (Fastest but most expensive)
(775) 853-6990
* These are some of the vendors in town. You are not required to use them. However, you ARE required to get Broker approval before ordering.
A) Kitson Creative: Mike Kitson
Mike@kitsoncreative.com 775-250-1163
B) Trafficbuilders Sign Outlet
(775) 827-6200
C) Signs by Tomorrow (Fastest but most expensive)
(775) 853-6990
* These are some of the vendors in town. You are not required to use them. However, you ARE required to get Broker approval before ordering.
After Your License Arrives
Step 1 : Build your online presence
In today’s digital age, potential clients or referral partners will search for you online!
It is your responsibility to make sure all marketing is compliant.
***You must include your Brokerage name and license number (example S.123456)***
It is your responsibility to make sure all marketing is compliant.
***You must include your Brokerage name and license number (example S.123456)***
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Websites that allow you to create free sites and collect reviews:
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Social Media:
You don't have to use every type of social media! Consider using one of the following platforms: YouTube Snapchat |
Once you have these sites set up, ask people for recommendations or reviews. Do not ask them to pretend they have purchased a home with you if they haven’t! They can leave a generic 5 star review such as “_______ is very professional, thoughtful, and will do a great job for you!”
Shoot for at least 3 reviews/recommendations.
Shoot for at least 3 reviews/recommendations.
Step 2 : Create a business Plan
Starting a business requires a business plan! You can use whatever template you like, create your own, or even just write it on a napkin. Whatever you do, you should be clear on:
1. Business Budget
2. Your “Big Why.” What’s driving you in this business?
3. Specific and Measurable Goals (for example, 20 listing prospect conversations, 10 listing presentations in one year, 6 closed listings)
4. Identify 3-4 lead generation methods
5. Your weekly to do list
1. Business Budget
2. Your “Big Why.” What’s driving you in this business?
3. Specific and Measurable Goals (for example, 20 listing prospect conversations, 10 listing presentations in one year, 6 closed listings)
4. Identify 3-4 lead generation methods
5. Your weekly to do list
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How to Create a Weekly Success Guide |
Step 3 : Get to know the MLS programs
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Within 3-5 business days of signing up at RSAR, you should receive an email from MLS to join and sign up for MLS 101 orientation.
Once you have MLS access you should get to know the programs that you will be using most often in your business. |
A Guide to the Most Commonly Used MLS Programs |
STEP 4 : familiarize yourself with Transaction Desk and the forms
Take the time to become familiar with the forms you will be using. This includes residential and vacant land!
You should practice:
1. Opening and using Transaction Desk
2. Creating transactions
3. Reading and presenting these forms
You should practice:
1. Opening and using Transaction Desk
2. Creating transactions
3. Reading and presenting these forms
Forms Class, part 1 |
Forms Class, part 2 |
Forms Class, part 3 |
STEP 5 : Practice Writing an Offer & Taking a Listing
Once you have MLS access, you can practice using forms such as a the Residential Offer & Acceptance and the Exclusive Right to Sell.
You should pick your dream home and write a mock offer for the property, then review with your Mentor. You can also create a fake listing with your home, or any home that you want!
STEP 6 : Prospecting
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Once you have created a business plan, you should be actively prospecting to generate business.
Start with this list of 105 ways to prospect for business to inspire you: |
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These two videos feature 5 prospecting activities that you might want to integrate into your business:
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STEP 7 : HOST AN OPEN HOUSE
Download this checklist to start: |
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How to Host an Open House: The Basics |
Tom Ferry: Hosting an Open House |