Complete Onboarding Checklist
System Training Overview
Schedule Launch
Training Completion Form
Account Overview Report
Full Name
Email
*
Who completed this 2nd level reactivation
Nick
Tommy
Other
Julia
Lauren
How many months has the client been active with us? (Account overview)
Appointments/Conversations Set
How Many "Review Leads" for clients to go through?
How Many Pre-approval Applications has client gotten?
How many closed deals does client have from MS? (# only)
Client Performance
Is Client making it to their appointments? (Yes if Making or No if missing)
Yes
No
Is client leaving notes/ providing feedback to the setters & rovers? (Yes or no)
Yes
No
Is client double dialing/ calling from system or are they usually following up outside of system?
Yes (calling from system)
No (calling outside system)
Is client taking applications over the phone whenever possible?
Yes
No
Is client getting realtor partners involved whenever possible?
Yes
No
N/A (Cant tell)
Provide a list of names for the client to review asap (Account review_
Any additional Notes for client?
Vimeo Link for account overview:
Should we notify client?
Yes
No
Do we need to do a forced pop up announcement for client? (Use for serious or repeat account issues) - Full Review
*
Yes - Create forced announcement
No - Do not create forced announcement
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