Agent Onboading
Welcome Aboard!
Welcome to Chamberlain Realty LLC! As the broker-owner of the company I could not be more thrilled that you see the value in what we’re bringing to the market. We are constantly striving to provide the best environment, tools, training and splits to help you thrive in your business. We hope that you truly come to life and see your business grow in every way you dream of it growing.
We have created an on boarding course to help you more easily go over all the things needed to make the switch. You can enroll for free in the course at:
chamberlain-onboarding.thinkific.com
Most everything inside the course is also found below in case you need a refresher…
Now that’s you’ve made the switch, we’ve got a ton to show you so get ready. Here’s what we’ll be covering:
Transfer Docs
Sign Up Docs
Back Office
CRM & Leads
Social Media
Email
Listing Presentation
Agent Materials
MLS
Listing Launch
Apps
Transfer Docs
There's a lot of paperwork you'll need to fill out and get to the appropriate places in order to officially transfer your license. The Oklahoma Real Estate Commission needs to know about your move, which includes documents from your old broker (if you have one) and Chamberlain. Then you'll need to let the MLS know about the move, and join the Board of Realtors if you aren't already joined. We are members of OKCMAR, Edmond, Norman, MDMAR and Tulsa board of Realtors and you are welcome to pick whichever one feels best to you. Those who join in OKC will be members of the OKCMAR MLS and those who join in Tulsa will be members of GTAR MLS.
OREC Docs Needed
Go to the OREC.OK.Gov website and click on Apply for a License (if you just passed your test) or Current Licensee Login if you already have your license. Follow the prompts on their website to either activate or transfer your license to Chamberlain. If you already have a license look in the menu area of the OREC licensee portal for the transfer brokerage option.
Note, you’ll be asked which Chamberlain License number you are joining.
The Main Chamberlain office in OKC is the one with the license number 177929.
If you’re joining the Tulsa branch choose license number 185526
When you submit your transfer request on OREC’s portal it will email your current broker and your new broker and both will need to log in and approve the transfer on OREC’s portal.
If you have any trouble contact OREC for help with things related to their process.
BOARD OF REALTORS Documents Needed
Chamberlain is a member of the Norman, OKCMAR, Edmond, MDMar and Tulsa Board of Realtors. If you are apart of one of those you are welcome to stay put and simply let them know about your brokerage change. You only need to be apart of one of them.
Let the Board of Realtors you are associated with know that you've joined Chamberlain Realty. They will have some documents for you to fill out and sign.
Email contact info for the board of Realtors listed above is:
Norman Board of Realtors (405-364-8724): nbr_staff@normanboardofrealtors.org
Edmond Board of Realtors (405-348-3032): staff@edmondrealtors.com
Oklahoma City Board of Realtors (OKCMAR) (405-840-1493): membership@okcmar.org
Tulsa Board of Realtors (GTAR) (918-663-7500): starla@tulsarealtor.com
MLS Docs Needed
Email your MLS to let them know that you are making the move to Chamberlain. They have a system where they will email you all the docs needed to e sign online. Be sure to clarify with them what local board of Realtors you are apart of (Edmond, OKCMAR, Norman, GTAR).
SIGN UP Docs
These are internal documents between you and Chamberlain Realty LLC. Our admin will send the internal documents to you to e sign. We’ve put these pdf’s down below as well so you can review them in advance before we send them to you to e sign. Please read through and e sign each of these documents.
Agent Commission Form
This document describes in detail the commission plans and allows you to communicate which plan you’d like to choose. And if choosing a monthly paid plan you are able to provide payment information
Policy Manual
This is Chamberlain Realty LLC’s general policy manual. The last page has a section for you to sign acknowledging you received the manual.
Independent Contract Agreement
This is an agreement between you and Chamberlain acknowledging the general working protocol and agreements of our contractor relationships
Back office
This is how we manage our documents and be sure we’re fully buttoned up and safe in case of an audit or lawsuit.
BrokerMint
Brokermint is an online software similar to Back Agent or Dot Loop. It’s where you can see what documents are needed for various transactions, and then upload and store saved documents. It allows those documents to be reviewed for accuracy. And finally it allows you to create your own Commission Disbursement Authorization Form (CDA) to send to your title company just before closing so they can get you paid!
Be sure your managing broker creates your new Broker Mint account
Watch the online video tutorial at http://support.brokermint.com/webinars-and-training/agent-training
Set up a practice transaction and start learning the system. Run through a buyer side and listing side start to finish. Ask questions if you have any questions at all.
Watch the Brokermint Training VideoS below:
How To Use Brokermint Training Video
How To Use Brokermint To Create and E sign Documents
CRM and Leads
We’re using some of the VERY BEST platforms in the industry to help you close more deals! We’re excited to teach you about them.
Follow Up Boss
Follow Up Boss is our Customer Relationship Management system (CRM). It’s where all your contacts and leads go and it helps you not lose contacts or drop the ball in terms of following up with them. It allows you to set up a lot of automation to help keep up with people well. It can text from the system, email and call. It’s fantastic at keeping track of everything and helping you stay focused on your lead follow up on a day to day business, even when you’re on the run.
Be sure your managing broker creates your new Follow Up Boss account
Watch the online video tutorial at https://www.followupboss.com/daily-use/
Set up some practice leads and text and email them. Import your client list and set them up for follow up.
Be sure you’ve downloaded the Follow Up Boss app on your phone and set up your accounts
Training video- Follow Up boss 101
Ylopo
Ylopo is our website provider. They do our search website and they help provide facebook leads and campaigns. They are on the cutting edge of using artificial intelligence inside of Facebook to get leads the info they really want. Ylopo partners with Follow Up Boss and all of their info goes back and forth between the two platforms.
Be sure your managing broker creates your new Ylopo account and your agent landing page.
Watch the online video tutorials sent directly to you from Ylopo
NOTE: there are a few steps to get set up correctly before Follow Up Boss and Ylopo will work correctly for you. Be sure to ask us if you are planning to use these systems and we’ll help get it set up just right.
Social
Let’s update your info tell the world!
Update your personal and business pages with the brokerage change. Update your email address and website. Be sure you put your license number and your brokerage info in the About Me sections. Go through and delete any older posts your have of your old brokerage logo’s or info, if appropriate.
TicTok
Linked In
If you’d like a Chamberlain email address, email admin@chamberlainrealtyllc.com to get it set up.
Set up an auto response on your old email address that let’s people know about your new address, and forward those emails to your new address
Export your contacts to upload to your new email address
Listing Presentations
One of Chamberlain Realty’s main goals is to provide some of the best listing services in the Central Oklahoma area. We’ve got a few tools and a lot of standards for you to check out for you future listings.
One great resource for this is LCAMarketingCenter.com (ask for details about how to utilize this tool to design your own unique brand and marketing materials)
Here’s the link to download the video:
Listing Presentation Video
Seller’s Report via Ylopo
Before a listing, take time to plug in the sellers info on Ylopo Stars and get a seller report to see how many active buyers we have in the system looking for what they have to offer.
Watch the process
Make a practice seller report
Comparative Market Analysis
This is the market analysis showing what the homes around the subject home sold for in the last year.
Have your mentor show you how to run a CMA
Practice getting a CMA ready for a listing
Agent Materials
Depending on the commission plan you chose, Chamberlain will be providing you a TON of materials to help boost your business.
Agent Landing Page with search lead capture via our ylopo site
Headshots- Chamberlain will pay Aaron Burns to get some fresh headshots if you’d like. Contact him at 405-684-7876
Business Cards- We reimburse $30 per year. You design them, you order them and email admin@chamberlainrealtyllc.com and we’ll send you a $30 check once a year.
Brochures- We have some generic Chamberlain brochures that you are welcome to grab from the office for free to use as you meet clients and help explain the buying/selling process.
Buyer or Seller Mini Magazine- We have a great Canva template we can share with you that walks your clients through the buying or selling process. Just ask and we’ll get you the file. From there you can create a copy and then customize to work for your specific needs.
Property For Sale Signs- We have a stack of them ready to go at each office. Just walk in and grab what you need. If you see that we’re running low please notify the admin team so we can bring some more to that location. You just need a 18x6” sign rider with your name on it and number.
Open House Signs- We have several different styles of open house signs you are welcome to use anytime! Just bring them back when you’re done.
Directional property for sale signs- these are plastic signs that are to be placed at the busiest road near your listings, pointing the way to the home. One per listing. At the office, return when sold.
MLS
There’s a lot to learn from the Matrix, Showing Time, Real List and Transaction Desk apps inside of the OKCMAR agent page. Each of these programs is critical to your success as an agent. If you need training on these please don’t hesitate to ask and we’d be happy to help. Here are a few videos to show you the way.
http://www.okcmar.org/matrix/
Listing Launch
When you get ready to have your first listing with Chamberlain, there’s a lot that’s expected. It’s too much to go over here but have your mentor go over the checklist with you to start wrapping your mind about what’s expected.
How to use transaction Desk and brokermint to create a listing agreement
How to use listreports.com to create property brochures and Mini Posters
CREATING FACEBOOK ADS UTILIZING YLOPO TO GENERATE YOUR OWN LEADS
The world of social media advertising changes daily but if you’re interested in running ads utilizing your Ylopo website watch the video below and then ask us for more help. We’re happy to get you up to speed.
APPS
As you know our cell phones are critically important in this industry. Here are some apps we use on a regular basis we’d like you to know about:
Brokermint app
Follow Up Boss- CRM on the go
Showing Time app
MLS-Touch is the MLS’s
TitanTitleAgentONE- Estimate of Expenses for buyer/seller
SentriKey
LOGO's
Follow the link below to download the Chamberlain Logo's to be used on social media or other various marketing you want to do. If you have any questions just ask your managing broker.
OFFICE INFORMATION
Chamberlain Realty LLC license number is 177929
Company phone number 405-300-0543
Company addresses are:
The Chamberlain Realty South office is located at and is on file with OREC if you are an agent in the OKC area:
142 SW 134th St Oklahoma City OK 73170
Office is open M-F 9-5. If you need in after hours text Grant and we'll get you 24 hour code.
The North office is located at:
15105 Crown at Lone Oak Rd Suite 100 Edmond 73013
Access is via a combo key on the front door. Ask Grant for the combo
Yukon Office Address:
901 E Main St. Suite 125 Yukon OK 73099
Access is provided through a Combo box on the front door. Ask Grant for the Combo
Tulsa Office address
3902 East 51st Street South, Tulsa OK
There’s a receptionist there during office hours. We can get you a key fob for after hours if needed.
Tulsa Office phone number
+1 (918) 290-9399
Tulsa Branch Lic # 185526
Mike Baxter is the Tulsa branch broker
(918) 933-9995 is his cell
mike@chamberlainrealtyllc.com
Chamberlain EIN tax ID 82-3195768
Cole realty resource
login gwortman123
12345
chmbrl5768 is the NAID #
Top Right click bidder
Choose NAID Type: Selling/Listing Broker
Office Phone Number
405-300-0543
Font for Chamberlain logo
Trajan Pro Bold
Designer of Chamberlain’s logo was
lineandcircle on fiverr.com
Broker Owner's Email
Grant@chamberlainrealtyllc.com
Search Website
search.chamberlainrealtyllc.com
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