KWPC | New Agent Checklist

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NEW AGENT CHECKLIST PRE-LICENSING Complete Real Estate Education & Receive Education Certificate (Stringham or Equivalent) - $600

INFO

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120 course (The CE Shop, promo code RU586 gets 30% off) Pass Real Estate Exam (Pearson Vue) - $100

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Fingerprinting at Park City Police Station (Last Saturday of Month $15) Submit Utah Division of Real Estate License Application (~$150 Fee)

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Click “Register a Person” and it will walk you thorugh the process Once You Receive Your RE License #, Create Your Personal Account in RELMS

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ONBOARDING Park City Board of Realtors Onboarding: Go to the PCBOR and Complete the Following Steps 1889 Prospector Ave | Contact Marci | Marci@parkcityrealtors.com | 435-200-6900 Submit Application to Join Park City Board of Realtors (PCBOR) and Park City MLS

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Download Supra Key App on Mobile Phone (for accessing properties with keypad)

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Purchase a Supra Lockbox Schedule New Member Orientation Schedule to Attend Next PCBOR Luncheon

Keller Williams Park City Onboarding Fill out New Agent Contact Form and Binding Sponsorship (Designate a KWPC Sponsor - The Person Who Influenced You to Join KW) Sent to your inbox from McKenzie Garner Attend “Meet Your Support Team” Orientation Meeting

EMAIL

Last Wednesday of every month at 10am in the North Conference room - email Lorraine on which meeting you’ll be attending Fill Out Scott LeRoy Questionnaire In office, fill out with McKenzie Garner Select a KWPC Mentor & Sign Mentor Agreement

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Submit signed mentor agreement to Lorraine Helgeson

EMAIL


NEXT STEPS Schedule Headshot Photo (Marc Estabrook)

SCHEDULE

Create Two Bios (one agent-facing for your new agent announcement, another client-facing for your website) Agent-facing Bio will be sent to the PCBOR and will be posted on social media

SUBMIT

Client-facing Bio will be emailed to Scott Leroy Marketing & added to your new KW website

SUBMIT

Additional Option to Join Wasatch Front MLS - UtahRealEstate.com Add KWPC as Additional Interest on Auto Insurance Policy and Submit Documentation to KWPC

INFO SUBMIT

TECH SETUP Download & Brand KW Mobile App

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Login to mykw.kw.com. Update Your Profile (top left under headshot)

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In mykw.kw.com, Click on mykw | MC 586 Intranet (bottom right). Bookmark KWPC Intranet, Training Calendar

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In mykw.kw.com, Access KW Connect Education and Training Resources. Bookmark This Page

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Set Up Office Printers on Laptop

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Submit Your Contact List to Scott LeRoy Via Email for Them to Upload into Your KW Command Database

EMAIL

Send your contacts to Scott LeRoy as a CSV file. Click on this link to download the CSV import template

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MARKETING Order Your Business Card and For Sale/Open House Signs

ORDER

Order Your KW Listing & Buyers Presentations for Meetings with Potential Clients

ORDER

Schedule In-Office Meeting with Elyse Hirsh for Introduction to KW Marketing and KW Command Design

SCHEDULE

Familiarize Yourself with our KWPC Marketing Offerings

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Familiarize Yourself with the Marketing Offerings of KWPC’s Preferred Luxury Marketing Agency

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STAY ENGAGED KW Connect Training Calendar (bookmark this!)

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KWPC Connect Training Calendar (bookmark this!)

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Attend IGNITE Training

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After Ignite is Completed, Interview for KW Floor Time (contact Lorraine Helgeson to schedule interview)

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Attend PCBOR New Member Classes (New Member Orientation, Code of Ethics, Beginning Flex MLS)

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Attend PCBOR Advanced FlexMLS Training Course

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Attend KWPC Weekly Stakeholders Meetings Wednesdays at 8:30am at our Sun Peak Office Attend Broker Open House Tours Every Wednesday (Usually 10am-4pm in Park City) McKenzie Garner sends Open House sheets every Wednesday morning. Join KWPC Agents Facebook Group

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Like and Follow KWPC on Facebook and Instagram

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GROWING YOUR BUSINESS Set Up LLC, If Desired

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Establish Business Bank Account for LLC, If desired Send an Introductory Printed Mailer or Email Campaign to Your Sphere of Influence Using KW Command Options Follow-Up with Your Sphere of Influence Via Postcard, Phone, Text or Email Select and Practice Personal Scripts Take the KPA Assessment McKenzie Garner will send you an invite to take the assessment

LINK


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