Relocation Onboarding Plan

Relocation Onboarding Plan

RELO ONBOARDING PLAN

Relocation Onboarding Plan Guidebook for new Relo agents

Welcome!

We're here to make your onboarding to the Relocation team as smooth-sailing as possible.

The mission of the CENTURY 21 Affiliated Relocation department is to provide support and training to our A-Team agents. In turn bridge communication for superior service to our third-party corporate clients; resulting in a positive experience for our buyers and sellers with the highest standards and performance!

ONBOARDING PLAN | RELO 2021

About Us

The teams & team members

Meet our fantastic Relocation Department! This group of amazing coordinators can help you with all books of business. The team will ensure we are providing the best service we can to the transferees – the best way to make sure we do is to communicate often and with purpose. The counselor, the agent, and the relocation coordinator all make up the team of people dedicated to supporting the customer. Without communication between this team of people, we would have no structure to support the transferee’s needs throughout their relocation.

Contact them today at [email protected]

Where you come in

C21 Affiliated Relocation Team Requirements:

The focus of New Relocation Agent Training is to provide an overview and preliminary introduction to your responsibilities as a Relocation Team Agent. Completion of the New Relocation Agent Training is the first step to actively participating as an active Relocation Team Agent.

Our team's prerequisites

2 YEARS EXPERIENCE 10 CLOSED TRANSACTION

Must have at least two years of experience as a Realtor® and at least 12 or more closed transactions in the past 12 months.

Before You Start

Must submit and pass a Cartus-specific background check. Submit the Cartus Agent Agreement. Complete any Cartus specific required trainings.

CARTUS SPECIFICATIONS

TEAM ANNUAL REQUIREMENTS

You must provide an updated Agent Profile & complete training required by relocation management companies.

C21AFFILIATED TEAM APPLICATION & AGREEMENT

Must submit the C21 Affiliated Team Application & Agreement. All referrals from the department have a 47.5% referral fee and paid out at a 50/50 split.

Agree to placing a minimum of 2 outbound referrals or, close at least 1 outbound referral or, close at least 1 agent generated referral. If none, a $525 fee will be owed to remain on the C21 Affiliated Relocation Team

REFFERAL REQUIREMENTS

Must accept relocation assignments regardless of Price range. Be appropriately dressed with a positive attitude toward the company and relocation

TEAM REGULATIONS

Agree to never reassign a referral customer; always refer back to the Relocation Department. Referral fee will be paid on all relocation transaction. Do not discuss referral fees and or relocation benefit packages with any customers.

RELOCATION COMMUNICATION GUIDELINES

Agree to update Relocation Department with all status changes within 24 hours. Agree to communicate efficiently in eRelocation.

REFERRAL REGULATIONS

ONBOARDING PLAN | RELO 2021

Onboarding goals

Lender & Referral Programs

Corporate Listings & Buyers

Broker to Broker Referrals

This course provides a general explanation of Broker to Broker leads. When updating any leads (broker to broker, lender and referral program, or corporate), it is vital to make any and all updates in the eRelo platform.

This course provides a general explanation of Lender and Referral Program leads. When updating any leads (broker to broker, lender and referral program, or corporate), it is vital to make any and all updates in the eRelo platform.

This course provides a general explanation of Corporate leads. When updating any leads (broker to broker, lender and referral program, or corporate), it is vital to make any and all updates in the eRelo platform.

Our team's requirements

Training Requirements In the Relocation Broker to Broker course, you will be introduced to:

Broker To Broker Referral

Best practices for:

Outbound Referrals Agent Exchange App eRelo Updates eRelo Active & Pending

Inbound Referrals Initial Contact Forms eRelo Profile & Resume eRelo Sumitting Referrals

Agree to placing a minimum of 2 outbound referrals or, close at least 1 outbound referral or, close at least 1 agent generated referral. If none, a $525 fee will be owed to remain on the C21 Affiliated Relocation Team TEAM REFFERAL REQUIREMENTS

Courses:

1. 2. 3.

Outbound Referrals Agent Exhange App Inbound Referrals

Relocation | eRelocation More training on eRelocation overview in the KMH

Relocation | Broker to Broker More training on Broker to Broker overview in the KMH

ONBOARDING PLAN | RELO 2021

Our team's requirements

Training Requirements

In the Relocation Lender & Referral Programs course, you will be introduced to:

Lender and Referral Programs

Best practices for:

Submitting AGR Surveys Escalations AST Agent Profile & Zip Codes Closed file in eRelo

Agent Generated Referrals Referral Options Standard Operating Procedures How to use Cash Back

Annually you must provide an updated Agent Profile & complete training required by relocation management companies TEAM REFFERAL REQUIREMENTS

Courses:

Relocation | Lender & Referral Programs More training on Lender & Referral overview in the KMH

Agent Generated Referrals Lead Opportunities Agent Selection Tool Profile Cashback 1. 2. 3. 4.

ONBOARDING PLAN | RELO 2021

Corporate Buyer & Listing Referral Our team's requirements

In the Relocation Corporate course, you will be introduced to: Training Requirements

Best practices for:

Listing & Marketing Disclosures Marketing Update Report Offer & Closings

Listing Presentation ERC / Photomounts Amended Sales

Must accept relocation assignments regardless of Price range. Be appropriately dressed with a positive attitude toward the company and relocation TEAM REFFERAL REQUIREMENTS

Courses:

Buyers: Working with Corporate Buyers Listings: Working with Corporate Listings Listings: Referral & BMA Assignment Listings: Amended Sales Listings: Listing & Marketing Listings: Offer & Closing 1. 2. 3. 4. 5. 6.

Relocation | Corporate More training on the Corporate referral overview in the KMH

ONBOARDING PLAN | RELO 2021

C21 Relocation Getting Started

You wi l l receive an invi tat ion to the Join the Relocat ion Team onl ine learning path. Upon complet ion, this wi l l not i fy your Relocat ion Coordinator, they wi l l contact you wi th your next steps 2 | K N O W L E D G E M A N A G E M E N T H U B

KNOWLEDGE MANAGEMENT HUB LOGIN

LOG IN & RESET PASSWORD

Once you’ve submi tted your request to join the Relocat ion Team you wi l l be contacted wi thin 72 hours by a CENTURY 21 Aff i l iated Coordinator . 1 | A P P L I C A T I O N

If you haven’ t act ivated your account yet , check your emai l for an invi tat ion from Knowledge Management Hub. If you need a resend of that invi tat ion, emai l learning.development@c21af f i l iated.co. If you forgot your password, type in your @c21af f i l iated.com emai l address. You wi l l then receive a password reset emai l in your inbox only i f you’ve act ivated your account already .

KNOWLEDGE MANAGEMENT HUB TRAINING

JOIN THE RELOCAT ION CERT I F ICATE

Once you have completed the Learning Path you wi l l download your cert i f icate. Your Relocat ion Coordinator wi l l be contact ing you next .

ONBOARDING PLAN | RELO 2021

C21 Relocation

You wi l l need to access eRelocat ion to edi t your prof i le and adjust your zip codes. If you have not received an invi tat ion to access your account , emai l relocat ion@c21af f i l iated.co. 4 | E R E L O C A T I O N

3 | R E A L O G Y R E Q U I R E M E N T S Realogy requires a background check as wel l as complet ing the required annual training. If you have any quest ions or concerns, emai l relocat ion@c21af f i l iated.com

Relocation | eRelocation For more training on eRelocation CLICK HERE to access the KMH

CLEARANCE | USD $89 . 00 REALOGY BACKGROUND CHECK

ANNUAL CERT I F ICAT ION | USD $150 . 00 REALOGY PARTNER PROGRAMS

ANNUAL CERT I F ICAT ION | USD $175 . 00 REALOGY CORPORATE RELOCAT ION

ANNUAL CE CERT I F ICAT ION | USD $0 . 00 REALOGY RELOCAT ION CONT INUED EDUCAT ION

ONBOARDING PLAN | RELO 2021

C21 Relocation

Don't Forget

Download the Agent Exchange App

Download the Agent Exchange app to your phone.

Listings/Pendings/Closed

Set Ring Tones for Lead Opportunites

Updates for listings & pending information need to be in eRelo require immediate attention. Closing documents & copy of the commission check must

Ringtone for LeadRouter (203) 456-2836 . Ringtone for Weichert Network (973) 539-4114

be sent within 24 hours . Email to [email protected]. No transaction fees or admin fees

Relocation Overview

Download the Relocation overview of eRelo, B2B, Lender & Referral & Corporate. www.relooverview.com

ONBOARDING PLAN | RELO 2021

C21

Stacy Warren

Lender and Referral Programs Coordinator [email protected] (608) 442-4100

How to communicate with C21 Affiliated Relocation

Jennifer Wagner Relocation Director [email protected] (608) 221-2121

Nicole Goldstein

Corporate Home Sale Coordinator [email protected] (608) 640-3544

Candace McDermott Broker to Broker Referral Coordinator candacemcdermott @c21affiliated.co (608) 504-2100

Matt Everson

Corporate Destination Coordinator matteverson @c21affiliated.co (608) 223-2617

ONBOARDING PLAN | RELO 2021

RELO ONBOARDING PLAN

If you have any questions at all

Don't hesitate to ask. [email protected]