Welcome to the Dalton Wade Family!
We’re excited to have you on board. As you begin your journey with us, there are several important steps to help you get started. This guide will walk you through everything you need to do to set yourself up for success.
1. Schedule Your One-on-One Orientation
Sign Up for Orientation: We offer one-on-one orientations to help new agents get acquainted with the brokerage. During this 30-minute Zoom session, Melinda Lee will walk you through various parts of our operations and sign you up for our lead programs if applicable.
Schedule your orientation here.
2. Join Your Local Board of Realtors/MLS
Board Membership Required: Joining a Board of Realtors is mandatory. Your specific board should be mentioned in the introductory email from Phil or Kevin. You can find the application on the Board’s website. If you’re already a member of a board, simply request a transfer to Dalton Wade.
3. Transfer Active Listings
Move Your Listings: If you have any active listings with your previous brokerage, transfer them to Dalton Wade through your MLS. Most brokerages allow the transfer of active listings, so this process should be straightforward.
4. Confirm Your Logins Are Working
- kvCORE Platform: You’ll receive an email from Support with your login details for the kvCORE platform. Ensure you can access your account using the provided username and password. Check spam if you don't see it in your inbox!
- Dotloop: You should also receive a separate email inviting you to set up your Dotloop account. The login email will be the one you used when joining Dalton Wade.
6. Order Your Business Cards & Marketing Materials
Professional Branding: Make sure to order your Dalton Wade business cards and other marketing materials. These are essential for networking and establishing your brand within the community. You can order from our
Markful account.
7. Explore the Knowledge Base
Self-Help Resources: Our Knowledge Base is filled with valuable information to help you with any questions you might have. Make it a habit to check this resource regularly as you get started.
8. Attend Training and Classes
Continuous Learning: We offer various classes and training sessions designed to keep you informed and skilled. Attend these regularly to stay up-to-date with industry trends and best practices.
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