ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
nbl
2
ooONBOARDING CHECKLISTNOTES
3
4
First Steps
5
Export All Leads from old CRMDo this before notifying current broker of intent to move.
6
Sign up for Epique Realtyjoinepique.comName your sponsor. Once onboarded you cannot change this.
7
MREC/MLS: Submit Request to Switch brokerage MREC Transfer LinkMLS Transfer Docs
8
MREC/HAAR: Join MREC & Local MLS(for newly licensed agents)http://mrec.ms.gov/docs/mrec_forms_RESIDENT_SALESPERSON_LICENSE_APPLICATION.pdfhttps://drive.google.com/drive/folders/11qB0v3aSH0094L4Ui5V6y80F_mn12X8a?usp=sharing
9
Supra eKey SetUphttp://www.supraekey.com/Pages/Home.aspx
10
Voicemail - Change your Cell Phone VoicemailInclude Brokerage NameExample VM Msg: "Thank you for calling. You have reached the cell phone of <NAME> with Epique Realty. Please leave your name & number & I will return your call as soon as possible. Have a great day."
11
12
ESSENTIAL SETUP
13
Download Epique Cloud on App Storehttps://apps.apple.com/us/app/epique-cloud/id1495754113https://play.google.com/store/apps/details?id=app.agentportal.android&pcampaignid=web_share
14
Look for Welcome EmailThis email will have ALL login info(usernames & passwords)Do not delete this email.
15
Watch Onboarding Videoshttps://form.jotform.com/231537547246056
16
Setup/Apply for Agent Benefitshttps://epique.cloud/setup/Sign up for Healthcare, Epique Digital Business Card, Billboard, Carwash, Sign Rider.
17
Provide Logins to Transaction Coordinatorhttps://www.empowertransactions.com/epique/Molly and her team handle your transactions from contract to close. Can also request your CDA.
18
Order Listing Photos & Listing Signs for transferring listings.https://form.jotform.com/223055875856063https://form.jotform.com/231644104632043
19
Email Signatures Set up Email Signatures: Desktop / Mobile / Text Signatures
20
Upload Transferring Listing Docs in DOTLOOP DOTLOOP TRAINING WITH TC HOW-TOIf transferring from eXp, they will leave your active transactions open in SkySlope and will let you work them until they close.
21
Join the MS State Group in the Agent Portalhttps://agentportal.io/group/1161/Look for other groups of interest (referral, lifestyle, etc.)
22
Build-a-SignBuild a Sign 50% offPeronalized Riders, Signs, and other stuff. Use code "24EPIQUE50FS"
23
For Lofty TEAM setup contact Samantha Delcid
24
25
26
Training
27
State Broker Meeting 1st and 3rd Tuesday-monthlyTuesdays @ 10:00amWill go over contract training, Epique specific training, special speakers.
28
Training Video Database
https://agentportal.io/video/search?category_id=1&view=search
29
Sell It Like Serhanthttps://epique.cloud/courses/sell-it-like-serhant/
30
Training Portalhttps://epique.cloud/training-sessions/
31
AI Pro Agent Certificationhttps://aiproagent.com/Use code "EPIQUEAF" when registering
32
AI Pro Agent Certification
33
\\REAL ESTATE WEBSITES / SOCIAL MEDIA
34
Zillow.com - Create / Update your ProfileYou MUST use same email address as MLS
Include: Headshot & Bio
Add all Previous Sales
35
Realtor.com - Create / Update your Profile
36
Agent Personal Website - Update Contact InfoIf Agent has their own Website and/or BlogUpdate Brokerage / Team Info Address on website
37
Update Facebook ProfileAdd Professional Link in your Intro Section Include Link to Your Business Page
38
Update Facebook Business PageInclude CLEAR Brokerage Branding/Name & Affiliation Above the Fold
39
Update LinkedIn Profile
40
Update InstagramInclude CLEAR Brokerge Branding/Name & Affiliation
41
Online AuditPerform an online audit to confirm all sites you have a profile on, are updated with proper Brokerage Name & InfoOffice Phone Number is (888) 893-3537. Please ensure all social media posts and sites are compliant.
42
43
Lofty
44
Initial Setuphttps://epique.cloud/chime-2/Be sure to login with your Epique.me email address.
45
Upload backed-up Lead Database .csv filehttps://crm.lofty.com/admin/home#/usersetting/import
46
Send mass email/text updating Database of recent move to Epique
47
Watch Lofty Training Videoshttps://learningcenter.lofty.com/
48
Empower TC. EpiqueCST@empowertransaction.com 512-537-0769⁩
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100