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WELCOME

TO S+O

If you are already a licensed agent

in an existing office, gather:

  • All email contacts

  • All personal files, office equipment

  • Record all past sales on Zillow!

PHASE ONE

Welcome Oakie

BEFORE LEAVING EXISTING OFFICE

 

If you're a brand new agent, you can skip this step!

​

Before Transition:

  • Gather all email contacts

  • Export/save other contact lists

  • All personal files, office equipment

  • Record all past sales on Trulia/Zillow

PHASE TWO

Your First 30 Days at S+O

  • Set-up BrokerSumo Account $$$

    • Complete Independent Contractor Contract

    • W2

    • Link Bank Account, ACH Transfer (see in Oakiehub.com - How-to guides, bottom of page)

  • Complete Agent Contact Sheet

  • Complete All Internal Account Set-ups (see in Oakiehub.com - Resources>Company Apps)

  • Send transition email to clients

PHASE THREE

Execute your Year 1 Marketing Agenda!

For new agents, visit Oakiehub.com > Resources > How-to Guides for the following:

  • Sign-up for Liberty Board

  • Sign-up for Hudson County MLS, Garden State MLS, New Jersey MLS, Monmouth Regional

  • Sign-up for ZipformPlus & Docusign, then link both accounts

PHASE FOUR

Internal Account Setups

Time to download apps & create logins for our platforms.

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