WELCOME TO ELEVATE COLLECTIVE
Welcome to Elevate Collective
Congratulations on joining Elevate Collective!
We are excited to welcome you to the team and help you begin this next chapter of your real estate career.
This onboarding page will guide you through the essential information, tools, and resources you need to get started. Please complete each section in order and carefully follow the instructions provided in every video.
The onboarding process should take approximately 15 to 30 minutes to complete. Please keep in mind that some behind-the-scenes work, including the preparation of your personalized marketing resources, may take approximately two to three business days.
Before beginning, please make sure you have already:
Signed the Elevation to Success Team Agreement
Received access to LPT Connect
Received access to Dotloop
Received access to Lofty CRM
Once you have completed all four sections, scroll to the bottom of the page and click Finish Onboarding.
Section 2: Agent Profile and Welcome Sheet
Help Us Get to Know You
Your Agent Profile and Welcome Sheet allows us to learn more about you both personally and professionally.
This detailed form provides our team with the information needed to create your profile, maintain accurate team records, and begin preparing your personalized marketing materials.
You may be asked to provide:
Your contact and professional information
Your agent biography
MLS and licensing information
The areas and communities you serve
Your social media profiles
Your real estate experience and business goals
Your communication and learning preferences
Important dates, personal interests, and preferences
Your professional headshots
Lofty information when administrative assistance is needed
Please take your time and answer every applicable question as completely and accurately as possible.
Some of the information you provide may be used for your agent introduction, marketing graphics, website profile, social media content, internal records, and team resources.
Once the form has been submitted, continue to the next section.
Section 2: Agent Profile and Welcome Sheet
Help Us Get to Know You
Your Agent Profile and Welcome Sheet allows us to learn more about you both personally and professionally.
This detailed form provides our team with the information needed to create your profile, maintain accurate team records, and begin preparing your personalized marketing materials.
You may be asked to provide:
Your contact and professional information
Your agent biography
MLS and licensing information
The areas and communities you serve
Your social media profiles
Your real estate experience and business goals
Your communication and learning preferences
Important dates, personal interests, and preferences
Your professional headshots
Lofty information when administrative assistance is needed
Please take your time and answer every applicable question as completely and accurately as possible.
Some of the information you provide may be used for your agent introduction, marketing graphics, website profile, social media content, internal records, and team resources.
Once the form has been submitted, continue to the next section.
Section 2: Agent Profile and Welcome Sheet
Help Us Get to Know You
Your Agent Profile and Welcome Sheet allows us to learn more about you both personally and professionally.
This detailed form provides our team with the information needed to create your profile, maintain accurate team records, and begin preparing your personalized marketing materials.
You may be asked to provide:
Your contact and professional information
Your agent biography
MLS and licensing information
The areas and communities you serve
Your social media profiles
Your real estate experience and business goals
Your communication and learning preferences
Important dates, personal interests, and preferences
Your professional headshots
Lofty information when administrative assistance is needed
Please take your time and answer every applicable question as completely and accurately as possible.
Some of the information you provide may be used for your agent introduction, marketing graphics, website profile, social media content, internal records, and team resources.
Once the form has been submitted, continue to the next section.
