Hey, welcome to the team. I'm really glad you're here.
This isn't a place where you show up, collect leads, and coast. And it's not a place that's going to run you into the ground either. Build your business around your life. That's the whole point. Work through each module, check off your items, and don't hesitate to reach out. Let's get to work.
Phase 1
Getting Set Up
Legal & Business Setup
LLC, EIN, bank account, license update — step-by-step tutorials included
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Form your LLC on Sunbiz — sunbiz.org
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Apply for your EIN at IRS.gov — free, takes about 10 minutes online
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Open a business bank account using your LLC docs and EIN
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Update your real estate license with your LLC at myfloridalicense.com
Resources
MLS, Tools & Platform Access
NEFAR, Supra eKey, ShowingTime, Boldtrail, Dotloop — video training included
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- MLS access set up through NEFAR
- Supra eKey activated and tested
- ShowingTime access confirmed on your listings
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Boldtrail CRM account set up — watch the setup training video first
- Dotloop account created and connected to Herron
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Herron brokerage onboarding completed with Tory and Peyton
Resources
Online Profiles & Review Campaign
Zillow, Google, Facebook, social rebrand, getting your first reviews
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- Zillow profile claimed and fully optimized
- Realtor.com profile claimed and updated
- Google Business page created and verified
- Facebook Business page created
- Instagram rebranded to align with At Home Real Estate Team
- TikTok and YouTube accounts rebranded
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Review campaign launched — personally reach out to friends and family for Google and Facebook reviews
Phase 2
Systems & Processes
Listing Process Training
Appointments, MLS input, marketing stack, open houses, compliance
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Read the full listing process overview
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Watch listing agreement walkthrough video
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Watch MLS listing input video — full start to finish walkthrough
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Practice listing input with Tory on a test listing
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Review compliance forms by property type (resale, condo, land, new construction)
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Submit your first listing input form to Tory for review
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Review open house process guide and prep checklist
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Host your first open house
Resources
Buyer Side Training
Buyer consult, offer writing, broker agreement, client intake
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Read the buyer guide — this is what your clients receive
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Review the buyer consultation guide — what to cover, how to run it
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Review the buyer broker agreement guide
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Watch offer writing walkthrough video
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Practice writing a mock offer with Tory before submitting a real one
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Set up your own client intake form on Google Forms using the template and how-to guide
Resources
Offer Writing Video
Full walkthrough
Buyer Guide PDF
Share with clients
Offer Review Form
Submit all offers here
Offer Email Templates
Scripts for listing agents
New Lead Scripts PDF
Full follow-up cadence
All offers must be submitted to Tory for review before being sent to the listing agent. Use the Offer Review Form above every time, no exceptions.
Phase 3
Lead Gen & Personal Brand
Lead Gen & Personal Marketing Plan
Custom strategy session, follow-up systems, Canva templates, FSBO guide
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Complete the Agent Intake Form before your strategy session with Tory
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Complete personal marketing and lead gen strategy session with Tory
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Set up new lead follow-up cadence in Boldtrail using the scripts PDF
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Copy your Canva templates and add your personal branding and info
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Review and rebrand the FSBO guide to add to your website
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Pull your first mailing list from the property appraiser website for free
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Watch model home tour video guide
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Watch virtual tour guide for out-of-state buyers
Resources
Agent Intake Form
Complete before strategy session
Canva Template Library
Copy-only access
FSBO Guide
Rebrandable PDF
New Lead Scripts PDF
Full cadence + templates
Vendor List
Vetted team partners
Once you complete this module and close your first 3 listings independently, you graduate to solo listing appointments. Tory still reviews all contracts and is always a call away.
Reference Library
All your docs, scripts, guides, and resources in one place
Reference
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Onboarding Docs
Scripts & Follow-Up
Forms
Offer Review Form
Submit all offers here
Listing Input Form
Submit new listings here
Agent Intake Form
Before strategy session
Contact