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Roadmap to Success
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NEW AGENT CHECKLIST
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ACTIVITY COMPLETED: ASSOCIATE RESPONSIBLE FOR INFORMATIONDATE MentorAgent
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Initial Strategy Session
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30-day Coaching Appointment
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60-day Coaching Appointment
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90-day Coaching & Performance Review
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ONGOING CLASSES & EVENTS
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Forum Classes & Events Calendar
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Tuesday's Attend Weekly AZ Broker Team Mtgs 9AM eXp World
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Monday's National CRG Call 10AM Zoom Call
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Wednesday Contract Training Az Broker Conference Hall 2pm Az Time
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Monday 9AM XSELL Michael's Monday Mastermind Seller Series
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Thursday's 9:30AM Power Hour with Chuck and Angela Fazio Zoom
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Attend CE Class Requirements for 2yr Renewal
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AZ eXp Resources
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eXp World Classes & Events Calendar
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New to eXp Agent FAQ’s
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AZ Video Library
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AZ Clauses & Contingencies
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Arizona Policies and Procedures
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Personal Transaction Guide eXp AZ
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New AZ Referral Process Video
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Top 10 - New Agent Things to Do From AZ Brokers
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AZ eXplode Series: Strategies for your Success
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AZ eXp Forms can be found in Skyslope Working Docs/Office Docs/AZ Folder
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Week 1
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License Application Submitted to ADRE
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Playbook eXp 2023
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Step 1 Follow our Onboarding Checklist for eXp
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Join.exprealty.com
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Complete Application & ICA Add Sponsor
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Hire on with eXp Brokerage at AZRE.gov
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eXp & Real Estate emails synced and functioning
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Step 3 Cruise eXp Explore Guide
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eXp Orientation Scheduled in World or Video
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Get Workplace Access and profile set up
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eXp Company Policies & Procedures Reviewed
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Watch Enterprise Training Video (Main Dashboard)
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Activate KV Core Account/Agent Website - Log In To eXpEnterprise.com Click "Optional Services" Locate "kvCORE" Click "Sign Up" You will receive an email from support@exprealty.com with your user and password within 2-3 days.
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Step 4 eXp University & Library Access
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Complete the eXp Fast Start Classes 101-114
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Join Local Realtor Asoc WESERV or other
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Join AZ Regional MLS (ARMLS)
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Subscribe - ARMLS SUPRA Key Access
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Photo Obtained/Bio Composed
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Step 5 Order Free Business Cards (eXp) email
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Schedule 8 hours of income producing activities
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How your business can THRIVE in ANY market!
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Set UP Voicemail
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Joining eXp shareable templates
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Zero emails in inbox
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Week 2
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Weekly AZ Broker Newsletter Received
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Roll over any items not completed Week 1
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Schedule 15 hours of Income Producing Activities
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Schedule Remaining Fast Start Classes
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Step 6 Start kvCore Training Series
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kvCore profile set up link
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Step 7 Skyslope Activate and Sync "Forms"
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Skyslope Online Training - "Getting Started Series"
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Skyslope Quick Reference Guide
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Organizer/Calendar System in Place
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Meeting with Preferred Vendors Setup
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 Mortgage Company
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 Home Warranty Companies
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 Home Inspection Companies
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Open House Sign Policy Reviewed
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Sales Forms Reviewed
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Listing Forms Reviewed
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Purchase Contract practice homework for Mentor
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eXp AZ File Requirement Docs
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Real Estate Scripts and LInks
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Previewing New Homes
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Sphere of Influence List Started
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Made Initial Calls to Sphere of Influence
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Announcement Letters/Cards to SOI Mailed
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 Accounts/Profiles Setup
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 Email Signature Personalize\
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 MLS Email Signature
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Social Media (Accounts Set Up)
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 Facebook Business Page
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 LinkedIn
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 Twitter
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 YouTube
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 Instagram
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 SnapChat
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 TikTok
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Zero emails in inbox
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WEEK 3
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Roll over any items not completed Week 2