Compliance Backer

• Attend New Agent Compliance Orientation via Zoom to become familiar with Compliance Standards

• Attend a New Agent Orientation via Zoom to become familiar with the agent experience at Keller Williams

• Attend Forms classes via Zoom and become familiar with all forms including how to complete all documents properly and understand what each form is used for

• Become familiar with our technology tools including Command, Dotloop, and Docusign

• Become familiar with all Board Associations and their corresponding MLS’s

• Introduce yourself via email and begin to form relationships with agents from all three market centers

• Demonstrate proficiency with spreadsheets, Google docs, and Word

• Become familiar with charts and google docs associated with the compliance process

• Learn to update compliance charts in all market centers daily for New Listings, Listings Under Contract, and Sell-Side Under Contract

• Establish an email and direct contact phone number

• Learn Compliance “language”- terms, abbreviations, codes, etc for checking files for Compliance

• Begin checking files for Compliance in Command

• Develop Weekly Rhythm & Time Blocking

• Attend daily zoom huddles with Compliance Director

• Demonstrate ability to update compliance charts in all market centers daily for New Listings, Listings Under Contract, and Sell-Side Under Contract

• Demonstrate ability to check files for compliance in Command and notify agents via email and phone of files, not in compliance

• Understand all forms and be able to communicate mistakes effectively to agents