Onboarding, Offboarding, and Transfers
How to Order Exhibit T Materials
When new agents are onboarded, they will receive an email from our Support team with their account/login information which will prompt them to complete the New Agent Marketing Profile Jotform: https://form.jotform.com/232424652421145 This form needs ...
Regular to Referral Agent Transfer - California
California When an agent decides to go from Regular agent to a Referral agent, we need to ensure ALL processes are followed. Referral Agents will no longer have access to Company provided technology including but not limited to a BHHS email, BHHS ...
Terminating a Referral Agent
When a referral agent decides to leave the company, industry or license expires we need to fully terminate them within 24 hours of being notified. Complete Terminated Agent Jotform by going to Resource Center > Drysdale Hub > Tools & Resources > ...
New Agent Onboarding Workflow
Upon an agent deciding to come on board with us the below is the flow. The Recruiter/Manager/Business Consultant will complete the JotForm which is found in Resource Center > Drysdale Hub > Staff & Internal Processing Jotforms > Onboarding Request. ...
New Hire Checklist
Upon an agent joining BHHSDP Agent Concierge is responsible for the following items: Process board and MLS paperwork including new membership, agent transfer and listing transfers – if broker signature is needed request from ...
Agent Termination
Whether an agent is going to another brokerage or getting out of the business we need to be sure to follow the same process of terminating them as soon as we are notified. Complete the online Agent Terminations JotForm which can be found in Resource ...
Auditing Agent Accounts
To make sure our agents display properly on websites and listings syndicate correctly we need to ensure that all fields have been completed accurately. Below explains the importance of each of these fields in BHHS Resource Center and SkySlope. You ...
Onboarding - Referral Agent
This is for an agent that wants to join us as a referral only agent. When an agent wants to associate their license with us but cannot fully commit to being a be a full-time active agent, they can join us as a referral agent. Referral agents can not ...
Agent Office Transfer - Internal Process
Upon notification of the Agents request to transfer, Agent Concierge of the Agent’s Original Office to do the following: STEP 1: Agent Concierge of Original office to complete the Agent Office Transfer online form which can be found in Resource ...