Start Here - North Carolina - Charlotte

Welcome to Greg Walter Realty.  As a new agent with us, we have outlined several key steps to start you off one the right foot towards a successful career with the firm.

1. Read and Sign the Independent Contractors Agreement (ICA) AND the Company's Office Policy and Procedure Manual (OPPM)

2. Email the Broker copies of the signed ICA and OPPM and copy of the your current pocket card and ask for authorization to affiliate with the firm under North Carolina Real Estate Commission

3. Please read and re-read your welcome email and store the it in a convenient place.  This will provide the most up to date welcome information and provide good point of reference when first starting out both in onboarding and operating as an agent of the firm.

4. Affiliate with the firm at NCREC online - North Carolina Real Estate Commission Broker Affiliation Online.  The BIC's confirmation in email serves as his signature.

5. Complete and email the necessary paperwork to affiliate with the local board of REALTORS and MLS.  Make sure to CC your BIC.

6. Complete your the new agent form online here for your online profile and to be matched up with new leads.

 

Recommended Additional Steps

1. Set Greg Walter Realty as your browser's home page.

2. Use your new position at the firm as a reason to reach out to old prospects and clients that may turn into in new business.

3. Read through the news blog to catch up to speed on firm happenings.

4. Check our marketing materials in the marketing section of back office and order new business cards and signs.

5. For agent websites, consider a simple online business card type site to showcase your experience and skills.  Please note, website design can be an exacting and time consuming process.  Rather that spend dozens of hours or weeks on trying to create the perfect website, it may be a better approach to lever existing webpages, sites, and social media to interact with clients and develop new leads.

6. Reading the policy and procedures manual is part of onboarding but refer back to it as often as necessary.

7. Check out the Tool section in back office for sources of information for research and servicing client needs, as well as information relating to prospecting and retaining clients.