New Agent Setup

1.    Add to Realtor "My Staff"

2.   Create Email Signature in My Staff

  1. 3. Create a Forms Folder

3.   Create 8 Minute Landing Page Form

4.   Create 8 Minute Landing Page

5.   Create 8 Minute Landing Page Workflow

a.   Assign to User

b. Change Tags

6.  Create 1st Email of Ultimate Open Email

7.  Create Ultimate Open House Form

8.  Create Ultimate Open House Landing Page

9.  Create Open House Workflow

a. Assign to User

b. Change Tags

10. QR Code Flyer for Open House

11.  Email QR Code Flyer for Open House

12.  SendText

a. Link to their Landing Page

13.  Video explaining how to add an Icon to their phone

14.  Add them to Mortgage Coach

15.  Invite them to my myHomeIQ