Next Steps Checklists – Canzell Cloud

Next Steps

Welcome aboard! Let’s go over the next steps to your success with CANZELL

Agent Checklist

Great News, you’ve completed your join steps. Now let’s dive in and get you to fully onboarded!

We’ll double check your W9 from the Onboarding Process is correct.

Setup your email on your computer and phone.

Get your email signature set up! Stay professional.

Let’s have a one-on-one 15-minute phone call.

Let’s have a one-on-one personalized training!

Check your email for training info!

Our Onboarding Team will review your name and license number with the state.

Send your paperwork and payment to your state board for approval and finalization. Your State Broker is your primary contact for assistance regarding your license transfer process.

Make sure you upload a high-quality, professional headshot with a white background.

Our accounting team will verify your ACH information for E&O.

Check your Canzell email for a KVCORE set up link.

Check your Canzell email for a Opcity set up link.

Setup your OptionTrax account after you receive an email invitation.

Please click this link to be added to our Facebook Group!

Check your Canzell email for a Slack set up link.

Make sure to order your business cards.

Make sure to order your name tag.

Like us on Facebook so you can keep up to date with our public posts.

Watch the Brokermint training.

Schedule your 1 Hour Onboarding with our Onboarding Team to ensure you are set up for success.

Get started with training to assure your success with CANZELL.

Please check your email for the sign up link from Regus.

Work with your broker to make sure your license came in and is posted in your state’s broker office.

Do you have any active listings? We’ll need to transfer them!

Do you have any active contracts? We’ll need to transfer them!

Meet with your managing partner and managing broker.

If you’re a new agent with under 4 transactions, we’ll pair you with a mentor.

If you need support, we are here for you. Email [email protected] or call M – F 9 AM – 5 PM 757-717-1003.

Management Checklist

Did you complete agent onboarding?

Did you complete leadership ICA?

Have you completed training?

Has your license been transferred/new firm set up if they are a new broker in a new state?

Have you set up the MLS/Realtor Association in their area – if a new area for CanZell?

We’ll add you to the management Email Group so you can keep up to date with all management-related things.

Accept your calendar invite to the Management Monthly meeting

Expected to be on the Monthly Management Call

Accept your calendar invite to the National Call for Tuesday at 12pm EST Weekly meeting

Expected to attend every Tuesday

Hold an agent success meeting with your agents in your circle directly after the call at 12:30pm EST

Notify upper management when your weekly contract class scheduled for the agents in your state/circle.

Get familiar with your Zoom channels at CANZELL.

Check out our recruiting scripts and training.

Review all of our frequently asked questions.