Preparation | Post Guide Book

Are you ready?

Joining Path & Post is a challenge and a commitment to be the best in the industry. A promise to always add value to each and every client. A desire to live the values of Respect, Unity, & Golden Rule+. It requires an all-in effort to enrich the life transition of every client!

LET'S GET STARTED!

PATH AHEAD

4 Steps Forward

Preparation Steps
Onboarding Session
Training Phase
Opportunities Activated!

PREP NOW

PREPARATION STEPS

Name*
What name do you want on your business cards?
First Last
Cell Phone*
What cell # do you want on your business cards?
Email*
So we can send you a copy of your submission.
Address*
Street Address Address Line 2 City State ZIP Code
Birthday*
We are only looking for Day & Month. Put current year as the year, if you prefer.
MM slash DD slash YYYY
Headshot*
Upload a headshot from the chest or shoulders up. A mobile camera pic will suffice, just be sure to have a simple background in contrasting color to your shirt/top and please smile at the camera! Sample Headshots
Max. file size: 50 MB.
Bio*
3 to 5 sentence bio similar to Current Agent Bios
Are you a member of a local REALTOR Association?*
- Yes
- No
- Not sure
Consent
Path & Post team members are required to join the Cherokee Association of REALTORS.
I agree and will apply to apply to join CAOR now.
Which REALTOR Association?
NRDS #
As a current member of a local Realtor Association, please share your National Realtor Database System ID - your NRDS #. Lookup NRDS
FMLS ID
If you are a current member of FMLS, please share your FMLS ID. FMLS
Door Code*
We will assign you a Door Code to access our office. Please share your preferred 4 Digit Code.
Do you have any existing transactions (pendings/listings)?*
Let us know if you have any current business or recent transactions scheduled to close in the future.
- Yes
- No
Do you currently own/operate a website?*
Let us know if you own a domain that you plan to use while working at Path & Post.
- Yes
- No
Website
Personal website URL
Do you want to claim your SOI contacts as your own?*
Your personal Sphere Of Influence (SOI) is one of the most valuable ways to grow your real estate business. Claiming your own contacts in our CRM will ensure your friends & family get routed to you.
- Yes, I have over 30+ contacts and would like to bulk import.
- Yes, but have less than 30 and will add them manually.
- No, I understand the risk my personal SOI may end up with other team members.
Upload your Bank Routing & Account #*
Setup Direct Deposit for your commission income by sharing your Routing & Account #. Your choice of screen capture from online banking or photo of a Voided blank check.
Max. file size: 50 MB.
Upload Copy of your Auto Dec Page*
Screen capture or photo of your Auto Insurance Declarations Page/Summary (Minimum Coverage in the amount $100,000/$300,000/$25,000)
Max. file size: 50 MB.
Emergency Contact*
Who should we contact in case of emergency?
First Last
Emergency Contact Phone*
What is your Emergency Contact's phone #?
Thoughts/Questions
Let us know if you have any questions or thoughts in general at this time.

Save and Continue Later

PATH & POST

PREPARATION
STEPS

Are you ready?

PATH AHEAD

4 Steps Forward

PREPARATION STEPS

PATH & POST

THANKS FOR TAKING THE NEXT STEPS TO BECOMING A TRUSTED GUIDE

PATH & POST

PREPARATIONSTEPS

Are you ready?

PATH AHEAD

4 Steps Forward

PREPARATION STEPS

PATH & POST

THANKS FOR TAKING THE NEXT STEPS TO BECOMING A TRUSTED GUIDE

PREPARATION
STEPS