Agent Engagement Plan

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  1. Add the agent into your account from the Agents tab (on the left), then click on Agents and then Add New.  Complete the agent information, give them a username and password, click Save.
  2. Click on the blue circle with an envelope that is located to the right of their email address on your Agents page.  This immediately sends the agent an email invitation.
  3. After invited and accepted, the agent gets an email to send us over the following info:
    1. Profile Info (Name, email, phone number, license number, company name and address)
    2. Profile Photo and Logo
    3. MLS name and active MLS number
    4. Content for your bio (optional but always good to have for SEO and exposure purposes)
    5. Social Media Links (Facebook, Instagram, Twitter, LinkedIn, Pinterest, YouTube, Yelp, Zillow Reviews)
  4. Once we have the info, we complete the tasks in their account, then follow up with the agent to let them know their profile setup is complete.  From there, we will schedule an advanced training with them to go over some of the other features they get or anything they would like to go over.
  5. After training is complete, we have a 3 month follow up process with them where we check in periodically to see how things are going and to see if they have any new questions or need help with anything.
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