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Agent EliteKnowledge Base

Onboarding Overview: Your Path to Success with Agent Elite

Welcome! This is where your journey with Agent Elite officially begins. After completing your purchase, you will be scheduled for an Onboarding Appointment with your dedicated Onboarding Specialist.

In this appointment, we will:

  • Walk you through your New Client Form.
  • Review the necessary MLS paperwork.
  • Gather important information and any special requests you may have.
  • Help you become familiar with our Knowledge Base (that’s here!) and your User Portal.
  • Schedule your Onboarding Sync Appointment (if applicable) for deeper dives.

What You Will Need to Do

Section titled “What You Will Need to Do”

Your success depends on a strong partnership! To ensure your onboarding runs smoothly and quickly, please complete these first steps:

  • Complete Your MLS Paperwork: This is crucial for integrating property listings onto your new website.
  • Send Your Client Database to Agent Elite: This allows us to import your contacts into your new CRM platform.

Launch checklist

Section titled “Launch checklist”
  1. Complete account and branding settings
  2. IDX paperwork signed by your broker
  3. CSV database upload
  4. Go live to your personal domain
  5. Download MAX for Real Estate and connect Facebook
  6. Complete the AI interview
  7. Sync Local Presence
  8. Attend your onboarding appointment
  9. Complete the webinar training
  10. Post 1 blog post and 1 Facebook post