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New Agent Training Plan
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DatePoint of ContactActivityTime Commitment
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Pre-Licensing
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Director of Growth and Director of Agent ServicesSalesperson Pre-Licensing Checklist
https://krec.ks.gov/docs/librariesprovider16/forms/salesperson-checklist-1-22.pdf?sfvrsn=bada4d15_46
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Onboarding :: You must have completed the Pre-Licensing Checklist PRIOR to moving to this stage.
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Director of Agent ServicesInitial Onboarding Appointment< 1 hour
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Director of Agent ServicesComplete New Agent Packet< 1 hour
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Director of Agent ServicesFinal Onboarding Appointment :: Your license must be active PRIOR to this appointment.15 mins
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Director of Agent ServicesReview all documents in your onboarding google drive folderVaries
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Orientation :: You must have completed onboarding PRIOR to moving to this stage.
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Director of Agent ServicesNew Agent Market Center Orientation (KW 101)1 hour
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Technology TrainerGeneral Technology Overview Training (TECH 101) :: Must have attended KW 101 PRIOR to attending.
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Productivity CoachCreate Agent Kickstart (AKS) account and Complete Modules 1.1-1.4 :: Must have attended KW 101 and TECH 101 PRIOR.
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Productivity CoachReview AKS 1.1-1.4 Homework with Productivity Coach
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Technology TrainerCommand Deep Dive Training (TECH 201) :: Must have completed AKS 1.1 - 1.3 PRIOR to attending.
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Technology TrainerLet's Create Smart Plans (TECH 301) :: Must have contacts input into command and AKS 1.4 completed PRIOR to attending.
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Market Center AdministratorNew Agent Bootcamp (KW 102) :: Must have attended TECH 101 PRIOR to attending.
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Lawrence Board of RealtorsLBOR Orientation
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Enrolled in Productivity Coaching :: You must have completed orientation PRIOR to moving to this stage.
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Productivity CoachProductivity Coaching Orientation (PC 101)1 hour
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Productivity CoachProductivity Weekly Group Coaching Session (PC 201) - Kicka$$ Kickstart1 hour
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Productivity CoachProductivity Monthly One-on-One Coaching Session (PC 202)30 minutes
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AKS Module Meetings
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Productivity CoachAgent Kickstart :: Module 1.5 Goal Setting Meeting1 hour
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Productivity CoachAgent Kickstart :: Module 2.1 Buyer Agency Agreement Review1 hour
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Productivity CoachAgent Kickstart :: Module 2.1 Sales Contract Review1 hour
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Productivity CoachAgent Kickstart :: Module 2.3 MLS Market Reports and Lockboxes1 hour
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Productivity CoachAgent Kickstart :: Module 2.5 Present the Buyer Agency
Agreement and Real Estate Contract		1 hour
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Productivity CoachAgent Kickstart :: Module 4.3 Run CMA's1 hour
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Productivity CoachAgent Kickstart :: Module 4.5 Present Listing Consultation2 hours
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Productivity CoachAgent Kickstart :: Module 5.1 Required Documents for Compliance1 hour
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Productivity CoachAgent Kickstart :: Module 5.5 Present Contract to Close Checklist1 hour
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Additional Training
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Productivity CoachMeet with an accountant and an insurance provider :: AKS 1.51-2 hours
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Accountant(s):
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Insurance Provider(s):
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Productivity CoachMeet with 2-3 different lenders, discuss the process, financing options they offer, and buyer estimated costs sheet :: AKS 2.22-3 hours
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Lender 1:
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Lender 2:
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Lender 3:
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Productivity CoachPreview 10 homes and attend 2 open houses :: AKS 2.46-12 hours
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Preview Address 1:
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Preview Address 2:
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Preview Address 3:
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Preview Address 4:
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Preview Address 5:
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Preview Address 6:
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Preview Address 7:
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Preview Address 8:
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Preview Address 9:
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Preview Address 10:
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Open House Address 1:
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Open House Address 2:
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Productivity CoachShadow 2-3 other agents hosting an open house :: AKS 2.54-6 hours
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Agent 1/Address:
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Agent 2/Address:
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Agent 3/Address:
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Productivity CoachMeet with 2-3 home warranty companies and set up training :: AKS 5.12-3 hours
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Home Warranty 1:
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Home Warranty 2:
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Home Warranty 3:
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Productivity CoachMeet with KST, and Sec 1st for new agent title training :: AKS 5.42-3 hours
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KST
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Sec 1st
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Productivity CoachAttend and observe 2-3 home inspections with another agent :: AKS 5.42-6 hours
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Home Inspector 1:
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Home Inspector 2:
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Home Inspector 3:
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Contract Scenarios :: Refer to AKS Module 2
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Due in 3 daysProductivity CoachCash1-3 hours
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Due in 3 daysProductivity CoachConventional1-3 hours
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Due in 3 daysProductivity CoachFHA1-3 hours
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Due in 3 daysProductivity CoachUSDA1-3 hours
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Due in 3 daysProductivity CoachVA1-3 hours
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Due in 3 daysProductivity CoachContingent, your choice of financing1-3 hours
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Listing Scenarios :: Refer to AKS Module 4
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Due in 7 daysProductivity CoachLand2-5 hours
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Due in 7 daysProductivity CoachNew Construction2-5 hours
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Due in 7 daysProductivity CoachResale2-5 hours
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Due in 7 daysProductivity CoachInvestment (Mold, LBP, Tenants rights, ect.)2-5 hours
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Due in 7 daysProductivity CoachRelocation Company2-5 hours
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Due in 7 daysProductivity CoachPOA or Entity2-5 hours
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Due in 7 daysProductivity CoachTransfer Upon Death or Probate2-5 hours
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Due in 7 daysProductivity CoachForeclosure?2-5 hours
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Due in 7 daysProductivity CoachWeird Title Issue? Such as pending divorce, lien, cloudy title, ect.2-5 hours
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GRADUATE :: Must successfully close 5 transactions to exit Productivity Coaching. You may choose to continue if desired.
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Supplumental Training
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Command Your Business
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https://www.kwconnect.com/page/command-your-business
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66 Day Challenge (Command)
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https://www.kwconnect.com/download/3411067
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Sign up for Dotloop Beginner Agent Training
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https://dotloop.ewebinar.com/webinar/dotloop-basics-agent-training-163
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Dotloop Mobile App Training
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https://www.dotloop.com/resource-center/training/#spotweb
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Market Center Training and Events - See calendar for more details
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1st and 3rd TuesdaysTraining RoomTeam Meeting and Broker Moment10 am to 11 am
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Every TuesdayTraining RoomPower Hour Lunch - BYO Lunch12 pm to 1 pm
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