7. How to Build Your Professional Team

Technology is great, however it is relationships and value that matters most in business. Your Dashboard has been designed specifically to enhance your existing and new relationships, by continuously offering your clients, current and prospective, on-going value. But how do we tell our clients about this awesome Dashboard? We need to meet with them face-to-face and in this section we will give you the tools on how to do just that!


Course outline: 1 steps below (includes 1 video)

Estimated time to complete:  5 - 10 minutes


7-1 How to build your professional team

  • Navigate to the My Team Section
  • Select the Broker which you wish to Add: Mortgage, Insurance or Real Estate
  • Click on Add Broker and Follow the Prompts