ONBOARDING

Newly Licensed Agent Checklist

Newly Licensed Agent Workflow

  1. Principal agent fills out “New Team Member Form” 

  2. The Agent will be contacted by an AEC/AEM via email where they will provide the IDFPR application for the agent to complete and next steps.

Training Schedule

Marketing Onboardings

Alternating Thursdays 10-11am (Check your Chicago Agent Calendar for demo topic)

  • The Marketing Demo provides an in depth showcase of the tools available to you in the Marketing Center! Each session will focus on one of three categories: Print, Digital, and Brand Resources.Check the calendar invite to see which topic will be covered for each week!

Transactions Office Hours

Thursdays 2-3pm

  • Please join the Chicagoland Transaction Operations Team for Virtual Office Hours where a T-Ops Team member will be available to answer your questions. The link can be found on the Agent Calendar.

Marketing Demos

Alternating Thursdays 10-11am (Check your Chicago Agent Calendar for demo topic)

  • Dive into Marketing Center with the Agent Experience Team for an hour-long demo. We will be going through a high level overview on how to use the various tools within Marketing Center, as well help answer questions for best practices and use. Hope to see you there!

Ask Marketing Anything

Mondays 1-2pm | Wednesday 10-11am

  • Looking for some advice on your marketing projects? Join Compass’s marketing team on Mondays and Wednesdays to speak with a Marketing Advisor to help with your specific needs! They’ll be online to provide feedback, give tips and tricks, and answer any questions you may have for your project.