Onboarding Checklist

Use this as your onboarding guide. Open each step for details and links.

Step 1: Accept TREC Invite Complete your TREC acceptance.
Step 2: View Brokerage Directory Contracts, IABS, and key contacts.
Step 3: Complete Onboarding Form Tell us more about you.
Step 4: Create Brokermint Account Set up your access to Brokermint.
Step 5: Complete Required Brokermint Documents Review and sign all required onboarding docs.
Step 8: MLS Listing Transfer Move your active listings correctly.
Step 9: Schedule Marketing Meeting Meet with Morgan to map out marketing.