Attend New Agent Compliance Orientation via Zoom to become familiar with Compliance Standards

Attend a New Agent Orientation via Zoom to become familiar with the agent experience at Keller Williams

Attend Forms classes via Zoom and become familiar with all forms including how to complete all documents properly and understand what each form is used for

Become familiar with our technology tools including Command, Dotloop, and Docusign

Become familiar with all Board Associations and their corresponding MLS’s

Introduce yourself via email and begin to form relationships with agents from all three market centers

Demonstrate proficiency with spreadsheets, Google docs, and Word

Become familiar with charts and google docs associated with the compliance process

Learn to update compliance charts in all market centers daily for New Listings, Listings Under Contract, and Sell-Side Under Contract

Establish an email and direct contact phone number

Learn Compliance “language”- terms, abbreviations, codes, etc for checking files for Compliance

Begin checking files for Compliance in Command

Develop Weekly Rhythm & Time Blocking

Attend daily zoom huddles with Compliance Director

Demonstrate ability to update compliance charts in all market centers daily for New Listings, Listings Under Contract, and Sell-Side Under Contract

Demonstrate ability to check files for compliance in Command and notify agents via email and phone of files, not in compliance

Understand all forms and be able to communicate mistakes effectively to agents