Elevate Collective · New Agent Onboarding
Five easy steps to become Elevated.
Everything you need is organized on one page. Watch each short video, complete the action directly below it, and finish by confirming your onboarding.
Before you begin
Have these ready.
If anything is missing, contact the team before moving through the steps.
- Signed team agreement
- Access to LPT Connect
- Access to Dotloop
- Access to Lofty CRM
See the full path first.
Start with the overview so you know what to complete, what to prepare, and what happens after onboarding.
- Watch the video from beginning to end.
- Confirm that all four prerequisites above are available.
- Keep this page open as your onboarding checklist.
Build your agent profile.
Your Agent Profile & Welcome Sheet gives the admin team the information needed to prepare your introduction, systems, and marketing materials accurately.
- Watch the short instructions first.
- Open and complete every required field in the profile sheet.
- Return to this page after submitting the form.
Join the team conversation.
Pumble is where Elevate Collective communicates, shares updates, and keeps support moving. Join the workspace now so you do not miss anything important.
- Watch the Pumble setup video.
- Accept the invitation and finish creating your Pumble access.
- Use the same professional name and email connected to the team.
Book your intro call.
Schedule a 30-minute welcome call with Jaypee and Eric. This is where you will review your setup, see the materials being prepared for you, and ask questions.
- Choose a time at least three days from today.
- Current booking window: Wednesday–Friday, 5:00–7:00 PM Eastern.
- Add the appointment to your calendar after booking.
You’re ready to become Elevated.
Before finishing, confirm that your Agent Profile Sheet is submitted, you have joined Pumble, and your intro call is booked.
Complete the short confirmation form with your name and email. This tells the team that your onboarding actions are finished.
Finish OnboardingNeed help? Do not guess or skip a step. Reach out to the Elevate Collective admin team so your accounts and materials can be set up correctly.