Agent Onboarding Checklist

Welcome to The Dot Collection at Access Real Estate! Below you’ll find everything you need to get started—please complete each section within your first week.

Accounts & Tools Setup

1. Follow Up Boss (CRM)
   • [ ] Accept invite & set up your account
   • [ ] Watch the FUB training video
   • [ ] Connect your email and calendar
2. Dotloop (Transaction Management)
   • [ ] Accept team invite
3. Monday.com (Deal & Task Management)
   • [ ] Accept your invite
   • [ ] Review deal flow board
   • [ ] Watch Loom overview
4. MLS Access
   • [ ] Complete paperwork
   • [ ] Send or upload a copy of your Real Estate License to Dotloop/Elizabeth
5. Moo.com (Business Cards)
   • [ ] Link to Account
   • [ ] Order Business Cards
6. Headshots
   • [ ] Schedule Headshot
     • [ ] Daron 617-637-1224
     • [ ] Luxe Life 978-457-5732

💼 Documents to Complete

1. Direct Deposit Form
   • [ ] Complete Form
2. W-9
   • [ ] Submit signed form via Dotloop
3. Independent Contractor Agreement
   • [ ] Review & sign Via Dotloop

Company & Team Materials

• [ ] Access Real Estate Handbook (Download & review)
• [ ] The Dot Collection Role & Commission Breakdown