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RRE & CRE "Starter" Membership Onboarding
Now it's time to set your business up and get you off to a good start!
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Agent Business Onboarding
1. Brand Builder:
Please
CLICK HERE
to set up. Note: For assistance with your Brand please contact Andy Parker, your support coach @ (858) 414-3661 or aparker@aare.org
Check the box when complete.
Yes, I have completed this.
2. Set up your essential print materials:
Business Cards
For Sale Signs
Open House Signs
Agent Bio Page - Coming Soon
Branded Farm Campaign - Coming Soon
Please
CLICK HERE
Order AARE Name Tag:
Please
CLICK HERE
Check the box when complete.
Yes, I have completed this.
3. Navigation Central:
Now you can efficiently run your business, get access to all AARE links, videos and communication sites. Please
CLICK HERE
to learn more.
Check the box when complete.
Yes, I have completed this.
4. Platform Support:
CLICK HERE
to learn more.
Check the box when complete.
Yes, I have completed this.
5. Brokermint Transaction Software:
CLICK HERE
to learn more.
Check the box when complete.
Yes, I have completed this.
6. Review Survey Recommendations:
Make sure you talk with your Support Coach about your Survey.
Check the box when complete.
Yes, I have completed this.
7. Button Builders:
Now you can stay organized with all of your logins in one central location.
CLICK HERE
to learn how to set those up.
Check the box when complete.
Yes, I have completed this.
8. Real Estate CRM (Powered by Realvolve):
A CRM specifically build for real estate agents. This will work for both Residential and Commercial Agents. When you join the Starter, Pro or Listing Pro plans, you will automatically be creating a Realvolve CRM account. When you login to your Agent Business Builder site, you will be logged in to your CRM. Simply click on the CRM tab to login. Please click the links below to learn how to set up your CRM properly:
Brief Overview
CLICK HERE
Getting Started - Settings
CLICK HERE
Basic Training
CLICK HERE
Note: For assistance with your CRM please contact Andy Parker @ (858) 414-3661
Check the box when complete.
Yes, I have completed this.
9. Agent Website:
A powerful tool to help build your brand, your audience (database), create mental triggers and influence prospects to engage and convert:
Assuming you are already logged into your Business Builder site, please follow these steps:
Set Up Your Residential Agent Website
CLICK HERE
Set Up Your Commercial Agent Site
CLICK HERE
Learn how edit your website to your brand and info
CLICK HERE
Learn How to set up your Seller and Buyer Landing Pages
CLICK HERE
Learn how to set up your Buyer Landing Page IDX
CLICK HERE
Set up Lead Nurture Workflows
CLICK HERE
to learn how. You will need this code: E765C29B60.
Sync your Landing Pages with your CRM & Nurture Workflows (Zapier Connect)
CLICK HERE
Note: For assistance with your Agent Website please contact Andy Parker @ (858) 414-3661
Check the box when complete.
Yes, I have completed this.
10. Lead Nurture Workflows:
Workflows specifically designed to maximize engagement. Add the the Workflow of your choice, via Zapier, to those lead opt-in forms of your choice.
Also, specifically designed workflows have been designed for you as part of your site. To upload these Workflows follow these steps:
1. Go to CRM and click on Workflows on the top menu
2. Go to and click on the "+" symbol
3. Highlight "Add Workflows From Library" and click "Continue"
4. Scroll down to "SRETools-" and click on "Premium" and then click on "Install Package"
5. Insert this code: E765C29B60
6. Wait about 5 minutes for all to upload before testing
Note: If you need assistance with setting up your Lead Nurture Workflows please contact Andy Parker @ (858) 414-3661
Check the box when complete.
Yes, I have completed this.
11. 7 Steps To A Paycheck Training Video Series:
A concise training video series that helps you to focus on what will generate a paycheck for you in a timely manner.
CLICK HERE
Check the box when complete.
Yes, I have completed this.
Yes, I have completed all of the above.
Yes, I have completed all of the above.
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Please contact Andy Parker, AARE's Support Coach to provide the password to the onboarding area and make sure you get started the right way. His number is 858.414.3661 and his email is aparker@aare.org.
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Onboarding Support
Please give us a call if you get stuck or have a question at (760) 555-5555. Thank You!
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