New Agent Transition Process
Prepared for:
AgentFirst AgentLast
AgentFirst,
We are very happy that you have decided to join the Atova family. Welcome!
Our goal is to make the transition process as easy for you as possible. The following checklist represents all of the activities we will work on together to get you setup and ready for work. If you have any questions, just ask. We are all happy to help!
Diane Hickox Golden Powell Derek Schenck
208-939-5151 208-939-5151 208-939-5151
Sally Howard Steve Barbey
208-860-9104 208-724-8169
To manage the transition process effectively, we have divided the transition process into four steps:
Signing – Setup – Orientation – Training
Signing
Your Tasks:
ð Sign the following documents:
o Agent/Brokerage Agreement
o Agent information sheet
o W-9
ð Fingerprints received
ð Federal and State real estate exam passed
ð Obtain E&O Certificate from Golden Powell
ð Obtain Designated Broker’s signature on License Application.
ð Submit application and required documents to the Idaho Real Estate Commission
ð Visit Intermountain MLS
o Join the MLS
o Join ACAR, IAR and NAR
o Signup for Paragon introduction training
o Signup for MLS Orientation and ACAR Ethics
o Obtain a lockbox key
ð Inform Diane Hickox at 208-939-5151 when all of the above steps have been completed.
Our Tasks:
ð Diane Hickox
o Deliver agent paperwork to Sally.
ð Sally Howard
o Sign agent paperwork and return to Diane.
ð Golden Powell
o Order E&O Insurance Certificate
Setup
Your Tasks:
ð Obtain a professional headshot for use on business cards and Atova websites and email to Diane Hickox.
ð As desired, update the your outbound voicemail message on your cellphone. i.e. “Hello, you have reached the voicemail for YourFullName with Atova real estate. I’m sorry that I’ve missed your call. Please leave a message with your name and phone number and I’ll get back to you as soon as possible. Thank you.”
Our Tasks:
ð Diane Hickox
o Create a physical file for the agent in the brokerage records
o Deliver the agent’s physical file to Golden
o Email the agent’s photo to Golden
o Order the agent’s business cards
o Obtain office keys and alarm codes for the agent and deliver to Golden
o Create a physical mailbox for the agent’s mail
ð Golden Powell
o Setup the agent’s email account
o Setup the agent’s spam filters
o Setup the agent’s long distance account
o Setup your Atova Central account
o Setup the agent’s active directory account
o Setup the agent’s file server and scanner folders
o Setup the agent’s scanning, copying and printing account
o Add the agent to all Atova websites
o Import the agent’s contacts into Atova CRM
o Transfer the agent’s listings in the MLS as the required documents are received
o Add the agent to the extensions list.
o Add the agent to the Atova Birthday’s list
o Add the agent to email distribution lists
o Scan agent contract and email to agent
Orientation
Our Tasks:
ð Show you how to:
o make copies
o scan documents to pdf
o log into the computers
o use the file server
o access PC Forms and Paragon
o print to regular paper
o print to letterhead
o where office supplies are located
o use the binding machine
o use the card reader
o access Atova offices after hours and how use the alarm system
o log into Atova Central. (www.Atova.com/agents)
ð Provide you with training on the components of the Atova Dashboard
ð Show you how to access your email
ð Provide you with training on the components of Atova Resources
ð Provide you with training on usage of the Atova Floortime Calendar
ð Provide you with an overview of the Training Calendar
ð Provide you with training on the components of Atova Preferences
Your Tasks:
ð Write your profession biography for the IdahoRealEstate.com website
ð Write a separate professional biography for the BoiseRealEstate.com website
ð Upload your bio’s to the Atova Central Preferences page
ð Configure the remainder of your “My Profile” information on the Atova Central Preferences page.
ð Add and sort by priority at least seven links in the “My Custom Links” section of the Atova Central Preferences page
ð Manually add MLS listings on the Atova Central Preferences page as necessary so that you have between four and eight listings on your agent pages. Be sure to obtain permission from the Atova listing agent before using their listing(s)
ð Read the text in the Operations tab in Atova Central.
Training
Your Tasks:
ð Attend “The Basics” training sessions – 10:00 AM at the Atova Eagle office.
o Monday – Office orientation and Atova Central
o Wednesday – Atova business building tools
o Thursday – Atova CRM
o Friday – CMA and Supply and Demand Analysis
ð Begin attending the weekly training sessions as desired
o Every Tuesday morning at 10:00 AM at Pioneer Title in Eagle.
o You will learn more about the weekly training program’s topic in the Monday “The Basics” training session.
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