Let's Get Started!
Onboarding Your Market Center is a cinch with LevPros
Let's Get Started!
Onboarding is a cinch with LevPros
Onboard your MARKET CENTER in as little as 10 minutes! Gather the information listed below, then click “Ready to Onboard!”
Our Launch Team will begin reviewing your Onboarding Submission and will have your profile created within 48 hours. Once we have complete information, we will meet and confirm our timeline for launch!
Prepare and Save Time!
Prepare and Save Time!
Here is all the information you’ll need on hand to complete your Onboarding Profile. Click through for additional information on how to locate these details and how LevPros will customize your experience.
Your Market Center has a KW-recognized name that may be different from what you and your colleagues call it, as well as a KW assigned Market Center number.
We will ask for some specifics regarding your Market Center’s platform for Agent Compliance as well as the stages within the transaction that you require compliance submissions.
In addition to the Compliance portion, we will want to verify what online document storage platform is the predominant choice for agents in your office (e.g. docu-sign, dotloop, etc.)
Additionally, if we are new to your area, we will ask for any Transaction Management checklists and Compliance Checklists you have that you can share so we can compare our process to yours.
We are never in the business of displacing talent, so a big piece of our integration into your market includes connecting with local talent.
So if you know of Transaction Coordinators in your area, we will want to connect with those individuals and see if we can absorb them into this partnership while also making their world better.
Early Adopters are critical to the success of our launch. For this step, we will want a list of 5-10 Agents in your office that you feel would be great beta testers for our service. This allows us to learn, refine, and customize our process to your Market Center before we launch in earnest with the entire Agent population.
Communication and transparency are the cornerstones of a successful LevPros Launch, and we want to make sure we are communicating with your Market Center on all levels while staying in communication with each other.
So please be prepared to provide dates for the following meetings during our 90 Day Launch:
- LEADERSHIP MEETING (within 7-10 days) | This will be a follow up to your MC OnBoarding Submission Form. For this meeting, we will confirm the information you submitted. establish a clear timeline for our launch, and make sure we have answered all questions regarding the model, process, and timeline for launch.
- PARTNER MEETING (30 Minutes Recurring every 30 days) | This meeting ensures we are holding ourselves accountable to the timeline and discussing and updates, changes, or challenges with our Launch Timeline.
Your 4-8 digit Keller Williams Identification Number (or KWID) can be found in your Command Profile.
We use this number to accurately track and assign your files.
Your Market Center has a KW-recognized name that may be different from what you and your colleagues call it, as well as a KW assigned Market Center number.
If you’re not sure what this name and number are, your MCA is a great resource for finding out!
LevPros uses this information to accurately assign local and regional compliance needs as well as tracking and reporting needs.
Because LevPros drives your transactions and takes on non-fiduciary tasks for you, we will need access to the following platforms and services:
Command
DocuSign/DotLop
Your local MLS
Your preferred Showing Service
We are dedicated to helping you run a seamless transaction, and as such, we want you to feel completely at ease with the vendors connected to your files. We will ask you for all of your preferred vendors names and contact information including:
Lenders
Title Agency
Attorney
Home Inspector
Insurance Agent
Listing Photographer
Sign & Lockbox Company
*Have more than one preferred vendor in one of these categories?
No problem! You will have the option to pre-load as many as 3 vendors per specialty.
We aim to create a fully custom experience for all of our agents. Your personal or team logo along with your most current headshot allow us to further customize your dashboard as well as provide you with co-branded marketing materials.
For your convenience, LevPros offers two billing options further outlined in our Payment Authorization Form, part of our Onboarding Profile.
The Payment Authorization Form will give you the following options:
Electronic Funds Transfer (EFT)
To set up the EFT you will need your account type, the name on the account, your bank’s name, the account and routing numbers, and the address of your bank.
Credit Card
To set up credit card payments, you’ll need your card number, expiration date, the 3-4 digit CVV, the card type. and the account holder’s name.
Most of our services are paid at the time of settlement, and we collect a payment method for services not paid at settlement or not able to be paid at settlement.
