On Board

West + Main Email Account

• You will receive an invite to join our West + Main workspace to your personal email. The invite will instruct you to set up your account + reset your password.

Transferring Previous Emails

• Many agents transferring from another brokerage that uses Gmail have used this Chrome Extension to migrate their emails to a new inbox.
• It does cost $15/month, but you can always sign up for it for the migration and then cancel once you've moved everything over.
• Pro tip: you might want to do a search for big emails first and delete them if you don't need them.

Slack

• Accept your invite to join our team’s Slack account (westandmain.slack.com). Download the Slack app to your laptop and phone. Make sure all notifications are on.
• Join all of the #channels.
• Jump into conversations and start direct messaging!
• Check out our full guide to Slack.

DORA Application

Create or transfer your account at DORA, which will process your Real Estate license.

• Go to DORA Real Estate and follow the directions to apply for or transfer your license.
• Then go to Online Services and click "Transfer / Activate / Inactivate License
• Here is the information that you will need:
• Office ID: WMAIN
• Office License: EC100072347
• Stacie ID: ER100010784 (Employer)

E+O Insurance

Purchase or transfer your E+O Insurance.

• You can do this through Williams Underwriting, RISC, or CRES with a minimum coverage of $300,000.
• This will cost around $300 per year, and will be pro-rated from January 1.

Waiting for your license to activate?

CTM Contract Software

• Create or transfer Contract Creation Platform account at ctmecontracts.com .
• To transfer, select “Personal Info” and select red text to switch brokerages.
• Once you get a confirmation email from CTM, confirm and update your info.
• Contact their Support Department if you get stuck, they are very responsive.
• This will cost around $30/month.

Realtor Association Membership

• Create or transfer your Realtor Association account. The Denver Metro Association of Realtors (DMAR) or the South Metro Denver Realtor Association (SMDRA) are options.
• To transfer in DMAR, log in to your account and select “Update Your Contact Information”
• This will cost around $600/year, pro-rated from January 1, and will also include bundled membership to your State and National Association memberships.
• We do not require you to belong to a Realtor Association to be an agent at West + Main Homes.

MLS Access

• Create or transfer your ReColorado account at recolorado.com - make sure to complete or update your Agent Profile while you’re there. 

Property Showings

• Create or Transfer your Showings account at showingtime.com
• Change your email address and phone if needed, brokerage will update automatically.

Complete Fairhaven Training

• We require all agents to complete the Fairhaven Fair Housing Training. Learn more + get started.

Connect with a Mentor!

If you are brand new to Real Estate, you are required to have a mentor, who will help you learn all of the ins + outs of your new career. Start here.

Slack Your Headshot to Rylie + Cora

• We can’t wait to get you a fresh W+M headshot, but for now your current headshot or a casual pic will do.
• Our photographer comes to the West Office (2010 Youngfield St, Lakewood, CO 80215) every 4-8 weeks. We will send you a message when the photographer is scheduled!

Slack Your Bio to Rylie + Cora

• This will be added to our agent directory!

Approve Your Welcome Graphics

• Once your welcome graphics are approved, we’ll share them on our social media to spread the good news. We would love it if you did the same!

Customer Relationship Management (CRM)

• Login to your CRM at westandmainhomes.com/backend
• Your username is firstnamelastname + your password is lastname1,
• Make sure your full database is uploaded and set up your clients on a search.
• If you’d like to bulk import your contacts to REW, fill them out in this CSV template and send to @Jimmy on slack.
• Here is our page with links to our favorite REW resources!
• Ready to dig deeper? Here’s an REW tutorial.
• Please note: for compliance reasons, you won’t be added to the CRM until your license is active with West + Main Homes

Floor Shifts

• Download the When I Work app to your phone and access at wheniwork.com.
• Accept your invite so you can pick up floor shifts!
• Click here for full instructions on setting up your account, and stay tuned in #floorduty on Slack for shifts to be released.
• Please note: for compliance reasons, you won’t be added to When I Work until your license is active with West + Main Homes.

Testimonials

• Accept your invite to RealSatisfied.com.
• If you forget your password, you will have to reset it, we do not have access.
• Complete your profile, connect your social accounts + enter your NRDS number.
• Start sending invitations to your past clients + peers! Here’s a little how-to.
• Please note: for compliance reasons, you won’t be added to Real Satisfied until your license is active with West + Main Homes.

E-Newsletter

• Create a free account at mailchimp.com.
• Make sure to set up your profile completely.
• Upload your database or add your contacts individually to create an audience.
• Visit our best practices page for the E-Newsletter.
• Send the announcement email that our Creative Team slacks to you.
• Send the e-newsletter every Friday, and keep adding to your mailchimp audience!

Brandfolder

• Accept your invite to join us on Brandfolder.
• If you’re having issues logging in, be sure to look to the right of the log in box and select “West + Main Agents”.
• This is where we house all of our creative resources. Click around and explore!
• Please note: for compliance reasons, you won’t be added to Brandfolder until your license is active with West + Main Homes

Email Signature

• Fill in all of your info using this tool then hit copy to clipboard.
• Paste into the signature box in your new gmail account. 

Personalized Marketing Materials

• Order everything from stickers to vanity brochures to help make your promotion easier and more memorable!
• Boost your autoflow with magazines, quarterly mailers, and monthly postcards.
• Check out our Marketing Options for a full portfolio of options.

Custom Agent Website

• Order a custom agent website with full idx using this link.
• Note: A one-time $30 set up fee is charged by the MLS for the use of idx on these sites.
• View an example here.

Create Your Virtual Business Card

• Follow these steps to create the cutest, on brand virtual business card!

Find an Accountability-Buddy

• Join #accountabilibuddies on Slack and share a bit about your goals.
• Or, check out our A-Team directory here, and reach out to the group leader on slack to arrange a time to visit the group

Compliance + File Management Onboarding

• Ashley will message you to get onboarded on BoldTrail BackOffice - the system we use for compliance and file management.
• Reach out to @Ashley on slack with any questions.
• Please note: for compliance reasons, you won’t be added to Brokermint until your license is active with West + Main Homes.

Order Listing Marketing

• Check out our full guide to your West + Main Listing.
• Congrats on the listing! Order marketing materials for your listing on westandmainlistings.com.
• For every listing, we provide a flyer, social graphics, blog post, instagram story template, and push on our socials. Check out additional options for traditional and luxury listings.

Listing Signage

• West + Main owns all of the main panels so you'll only need to pay for sign install/removal and your personalized name riders! You can order your name rider ($20/each) through the SNG Signage Portal and we recommend getting 2 and putting this order in at least a week in advance of your first listing! These will be stored and billed through SNG signs.
• Order a sign instal from SNG signs here.
• Order a sign install from Front Range Signs here.

Open House Signage + Fun Riders

• Order through the marketing form and will be ordered through SnG Signs.

West + Main Toolbox

• Bookmark this link - it has all the information + resources that you will need as you grow your Real Estate business.

West + Main IDX Site

• Our site, westandmainhomes.com is an award winning IDX site with loads of capability. Have a look around and share with your clients!

West + Main Blog

• We publish fresh, relevant content on our blog, westandmain.co, every single week. Please feel free to share our blogs on your social media!

Staff Page

• Looking for someone specific? Visit our staff page.
• Not sure who to ask? Message Rylie.

Read These Books!

• Ninja Selling
• Miracle Morning for Real Estate Agents

Let us know if you have questions, we are so excited to work with you!