Your agent onboarding plan
Welcome to our family!
Our tailored onboarding plan guides you through everything essential to kickstart your journey with our products and services.
1
2
Make sure to check in with Dwayne weekly to stay on track
Now what??!!
A step-by-step guide to set you up for
success
Week 1
Licensing & Membership Setup
Activate your Real Estate License.
Join GPSR Realtor Association, Membership, MLS access, and Supra. Harry will send your application to the Board; they’ll respond within 48 hours for payment/setup.
Practice using Supra at the GPSR Association office.
Branding & Personal Setup
Have a professional headshot taken (or use a high-resolution photo) / Submit photo to Dwayne.
Set up your voicemail. Must include your licensed name and BHHSCA name.
Set up your name correctly on all web, email, and social media platforms. Create your elevator speech.
A quick way to bring up real estate in casual conversations. Post your New Agent announcement on social media.
Can be customized in the BHHS Resource Center.
Technology Setup
Receive your Welcome Email from Jeanna Ortiz (IT Department).
Read carefully and follow instructions for account setup and printer installation.
If you run into issues, submit an IT ticket or ask Laura to submit one.
Set up your BHHS Email (email will come from Jeanna Ortiz).
3
Download and install the BHHSCA-provided mobile app (instructions from Jeanna Ortiz).
Order your Welcome Kit. Follow the directions in the email; use the provided voucher code instead of personal payment or contact Harry for support.
Link your laptop to the office printer.Email Jeanna Ortiz to schedule a time (Mon–Fri, 9AM–2PM); be in office with your device.
Connect to Wi-Fi.Network: HM4Sale, Password: Agent$1st
Add Dwayne Carrier’s phone number to your contacts: 760.409.4913
Review your Code Sheet for login credentials.
Email from Agent Services (Subject: "Sales Executive Code Sheet")
Schedule & Calendar Setup
4
Decide on your calendar system: paper, digital, or mobile. Set up your weekly schedule. Refer to the daily schedule in this week’s onboarding materials.
5
6
BHHSCA Platform & VAC Setup
Explore the VAC 2.0 platform.
Username and password found in your Code Sheet.
Set up your profiles:
VAC Profile
National Resource Center Profile
Add photo, bio, and social media links.
Check and update your email signature in your business email and VAC account.
Training & Education
Review the Corporate Class Schedule and/or VAC Calendar.
Located under the Calendar Tab in VAC.
Watch 2–3 training videos in the VAC 2.0 system.
Found under the Resources > Training Videos tab.
Attend live or virtual training classes (schedule them early).
Watch FlexMLS or VestaPlus training videos.
Start a fictional home search to practice.
Listen to Rick Berube's Monday morning calls.
Every Monday at 8:00 AM PST
Dial-in: 1-641-715-3276, Access Code: 207531#
Complete your Business Plan.
Included in Week 1 materials; turn it in to Dwayne.
Lead Generation & Outreach
Review the Corporate Class Schedule and/or VAC Calendar.
Located under the Calendar Tab in VAC.
Watch 2–3 training videos in the VAC 2.0 system.
Found under the Resources > Training Videos tab.
Attend live or virtual training classes (schedule them early).
Watch FlexMLS or VestaPlus training videos.
Start a fictional home search to practice.
Listen to Rick Berube's Monday morning calls.
Every Monday at 8:00 AM PST
Dial-in: 1-641-715-3276, Access Code: 207531#
Complete your Business Plan.
Included in Week 1 materials; turn it in to Dwayne.
Prospecting Activity Summary: What will you do – how much and how often?
Activity
Open Houses
Calling/SOI
Just Listed/Sold calls
Networking
Door knocking
FSBO calls
Expired listings calls
Visiting businesses
Sign calls
Internet/advertising
Social media
Past clients
Follow up calls
How to Add a Contact into the VAC 2.0
Script- New Agent to Sphere of Influence (SOI)
Hi , this is . I just joined Berkshire Hathaway HomeServices… to start my career … as a real estate professional.
I wanted YOU to know this because I need your help … who do YOU know that needs to buyer or sell real estate in the next 30 days?
Would you mind … asking around your office and among other friends … And let me know when you find someone for me to contact?
, I set a really high goal for myself, and I would like any help you can give me in achieving it… can I count on your to help me out?
Thank you so much , while I have you on the phone would you mind if I update your contact information I have in my database? (Don’t forget to ask for birthdays!)
If I don’t hear from you, I’ll call you next month, would that be OK?
Great! I’ll talk with you then.
*Note - If the contact desires to discuss other matters, the following should help. , I’d love to talk with you about that when we have more time. Let me give you a call when we aren’t at work. Would that be alright with you?
REMEMBER the scripts are proven to work- but feel free to tweak it to make it more personal.
Sample Announcement Letter to SOI
Dear (Friend, Neighbor, etc.),
I am excited about joining Berkshire Hathaway HomeServices California Properties as a licensed REALTOR® serving the Valley. Being a (young woman/man) jumping into my Real Estate career, I greatly look forward to meeting and representing those interested in the home buying or selling process. I am eager to demonstrate my strengths in this exciting industry and promise to do all in my power to make sure you are satisfied with my representation throughout the entire process.
As a new agent I will always work diligently to display the education and skills I have acquired through both my schooling and training programs. I am dedicated to staying current on new market trends and research and providing this information to my clientele.
As an active member in our community, I will make sure to provide the prompt and personal attention in order to ensure all my friends and neighbors receive the highest level of attention a buyer or seller shall receive.
If I can be of any assistance to you, your friends, or loved ones, please visit my website at www.AGENT.bhhsca.com , email me agent.agent@bhhsca.com or of course call or text me at (xxx-xxx-xxx).
I look forward to discussing your upcoming real estate needs.
Sincerely,
YOUR NAME REALTOR®
Berkshire Hathaway HomeServices California Properties
emailaddress@bhhsca.com 555-555-5555
WHAT IS A DRC?
THE DAILY REVENUE COMMITMENT -
What is something that you can COMMIT to DAILY that will generate REVENUE?
Examples:
I will talk to 3 people a day about Real Estate daily I will set 2 Appointments
I will door knock until I have 5 conversations with home owners. Take time to set a DRC weekly!
Sphere of Influence (SOI) into DATABASE - USING SOCIAL MEDIA and TEXT
Start with people that are closest to you; family, friends, in-laws, kids’ parents, etc By utilizing your social media platforms and text messages, you can use the system below.
FIRST AND FOREMOST: KEEP IT SIMPLE!
SCRIPT 1 - Hey Brian! I hope you are hanging in there and doing well! As you may or may not have heard I started my real estate career a few months ago. I am updating my contacts in my Real Estate database and I'd love to send you something over the holidays and from time to time. I have set some really big goals for myself, and in order to achieve them I need to do a great job at staying in touch with people I know. So would you mind replying with your current address, phone number and email address to help me out?.
COPY & PASTE
To Copy - Highlight the text, right click Copy (or Control/Command C)
To Paste- Click in text box, right click Paste (or Control/Command V)
PERSONALIZE IT
Make sure you change the name and add a relevant, personal touch. Like a Birthday, Anniversary, Graduation, Home Schooling, etc
ONCE THEY RESPOND THANK THEM, REFERENCE ANYTHING THEY MENTION AND ASK FOR A REFERRAL
SCRIPT 2 - “Thank you so much! So glad to hear about . And of course, if you know of anyone looking to buy or sell a home I would love the referral!
ADD A PS. - Example “PS. The kids are getting so big!” Or “PS. I can’t wait till we get can get together again.”
DON’T FORGET TO ADD THEM TO THE VAC ASAP! AND FOLLOW UP WITH A QUICK EMAIL.
SCRIPT 3 - Email Subject “Hi Brian”
“Brian, I just wanted to send you a quick email to make sure I entered your contact info correctly And, now you will have my contact information if you ever need anything. Thank you again for helping me out. I appreciate you supporting my business. Have a great (week, weekend, Monday, etc.).”
SEND THEM A THANK YOU CARD IN THE MAIL WITH 1 (ONE) BUSINESS CARD.
REMEMBER THEY ALEADY KNOW AND LIKE YOU, SO DON’T BE HESITANT!
TTRACK EVERYTHING- SET GOALS
KDNA (Remember your weekly goals can change every week!)
# Days Updating KDNA GOALS
GOAL CATEGORIES
# Days Morning Mindset / Business Prep
# Hours Script Practice / Role Play
# Personal Development Training / Programs
# Hours ACTUAL Contacting This Week
# 2-Way Conversations (Voice to Voice)
# 2-Way NEW Prospect Conversations
# 2-Way FOLLOW UP Prospect Conversations
# 1-Way Contacts (Dials, Emails, Social Media, etc.)
# SOI Contacts (Referral Sources)
# Influencer Lunches
# Doors Knocked On
# Open Houses Completed
# Handwritten Notes
# Social Media Posts
GOAL CATEGORIES
# Networking Events
# Community Volunteer Events
# Contacts Added to Dbase/CRM
# Buyer / Seller Appointments Completed
# Buyer Appts Set
# Buyer Appts Held
# Buyer Broker Agreements Signed
# Buyer Showings
# Listing Appts Set
# Listing Appts Held
# Listings Taken
# 5+% Price Reduction
# Buyer Offers Written
# Listings Sold - Pending Contracts
# Buyer Sales - Pending Contracts
# Closed Transaction Sides
# (A) Other Business Activity (**Use as you wish)
# (B) Other Business Activity (**Use as you wish)
# (C) Other Business Activity (**Use as you wish)
WHAT ARE YOUR GOALS FOR NEXT WEEK?
Write them down