Quick Start

Quick Start 

  • Complete the Onboarding Email.
  • Put Terica and Andy’s contact info in your phone.   Andy 817.658.3924. and Terica 817.412.8778 
  • Accept the invitation on TREC/Go on TREC and request to join and pay fee.  Use broker number: 9003753.   
  • Please tell us if you are going to market a name different than the one on your license.
  • Please send over the W-9 and pay the $125 for a sign up fee.   This covers what we pay TREC and Your Board along with setup of your technology, accounting and  Zipforms.
  • The annual insurance premium is $240.    You can pay in full now or on a future transaction.
  • What about email?    You can pick a custom domain and decide if you want a custom email.   We will set it up using your credit card.  The cost of the domain is $10 and the cost of hosting for email is $10.   We recommend a custom domain for your website.
  • Log into TAR and walk through Zipforms and ZipLogix.   We can direct you.
  • Set up one on one training on our Technology Stack:  KV Core
  • We will complete the form to transfer all active listings to the new company.   You will need to negotiate with your current broker regarding anything currently at the title company.
  • We will complete the form to transfer your board membership to our company.
  • You will need to order new signs and business cards.   The focus should be on you and not the network.    You can use the following phrases if you life.  “Powered by the Insight Realty Network” or “Part of the Insight Realty Network”.
  • Download all copies of contracts that you want to keep from your company’s storage.   You are not required to keep separate archives of closed transactions if you don’t want to.
  • Tell people about your new email and start forwarding things from your company email that you might need.
  • Download your database.
  • You will need to sign up with centralized showing and pay the $50 set up fee.   It is then $40 a listing. We have the form.  It might be easier to have people text you to show property.
  • The numbers for your IABS are . . .
  • Give us your wiring instructions if you want commissions wired to you.