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  • EVENTS

New Agent Roadmap to Success

roadmap to success

Marketing

Getting Set Up
  • Register and create your C.A.R. and NAR accounts
  • Review your NAR membership preferences and obtain your membership card
  • Claim your realtor.com and Zillow profiles and .realtor domain
  • Set up a personal website with your company or these options: Placester
  • Craft the Perfect Agent Bio
  • Set up your social media business pages with guidance from NAR Social Media for REALTORS® Series

Become A Market Expert
  • Review housing statistics for your target market area on the Bay East Community Info & Housing Statistics pages
  • Personalize Market Report PDFs with your business card. How to videos: PC Windows & Mac OS
  • Video: BUZZ – Market Story Tellers
  • Video: Monthly Weather Report
  • Video: How to Run Stats on Paragon
  • New Home Source Professional: sign up in Paragon MLS via the Resources Menu
  • C.A.R. Housing Matters Podcasts
Build Your Business & Client List
  • Get involved in your community; you will expand your sphere and increase your visibility. Every connection you make helps build your business.
  • NAR Quick Sales Scripts
  • How to generate leads by blogging
Communicate With Your Clients
  • C.A.R. Reelmaker
  • C.A.R. Realtalk
  • C.A.R. One Cool Thing
  • NAR House Logic REALTOR® Content Resource
  • Video: How to Set Up Auto Email in Paragon
  • Video: How to Set Up Collaboration Center

Education (MLS/Tech)

Top MLS/Tech Classes
  • Enhance your Paragon MLS skills by attending a virtual class. Topics include listing input, creating CMAs, Supra, mobile apps and more.
  • Review our Grab n Go and On-Demand videos to learn more about the MLS tools and resources included with your membership.
  • Sign up for a one-on-one MLS training session with a Bay East MLS Trainer.
Supra eKEYS and Lockboxes
  • Learn the basics of how to use your smartphone as an eKEY by watching this quick video.
  • Follow the SupraWEB Guide and create a login to the agent website; to perform several functions related to your key and lockboxes including, managing lockbox inventory, showing notifications and much more!
  • Access a map to view the areas you have MLS/Key/Lockbox Access by County and learn how to gain Key and Lockbox access to neighboring MLS’s.
Listing Presentations
  • REALTORS® Property Research (RPR®) to access analytics, create reports and search properties throughout the US
  • How to Use Cloud CMA video
  • Stay on top trends with RPR’s CMA Tools
  • RRC Video Marketing to Enhance Your Business course
Lone Wolf Transactions - zipForm® Edition
  • Bay East offers live, hands-on classes for Intro to zipForm® and zipLogix™ Digital Ink
  • Transactions zipForm® Edition online training video library
C.A.R. Courses
  • Take a C.A.R. Course, including California Residential Purchase Agreement, COVID-19 and legal webinars (login required).

Networking

Network with Colleagues
  • Meet other agents, affiliates and learn the local market by attending virtual Bay East Marketing Group meetings
  • Find a role model/mentor by building relationships with seasoned agents and coworkers in your office
Attend Events
  • All events are virtual until further notice
  • Attend Young Professional Network (YPN) events, classes and mixers
Build An Affiliate Team
  • Obtain recommended Affiliates from your Broker/Office
  • Use the Find A Platinum Affiliate search on the Bay East website
  • Use the Platinum Affiliate Service Guide as needed
Volunteer
  • Volunteer on a Bay East Committee
  • Give back to your community by volunteering

Professional Development

Goal Setting
  • Set short & long term goals with your broker, manager or team leader.
Business & Marketing Planning
  • Develop your business plan with your broker, manager or team leader.
  • REALTOR® Magazine 2023 Business Planning Tips
  • NAR seven steps for writing a business plan
  • C.A.R. Boost Your Biz marketing tips
Enhance Skills
  • Time management books: Getting Things Done, The 4-Hour Workweek, The 7 Habits of Highly Effective People, MyLifeOrganized (app)
  • NAR Careers in Real Estate (expand your niche)
  • C.A.R. courses on negotiation, disclosures, anatomy of a house, home measurements and more
  • Residential Real Estate Council (RRC) classes
  • Attend virtual live Bay East classes and sign up for Education Advantage
  • Preview International listing sites: realtor.com International and Proxio
Commitment To Excellence
  • Complete NAR’s Commitment to Excellence (C2EX) to enhance your REALTOR® knowledge and skills
  • Become accountable, using a coach or accountability partner
Find A Niche Market
  • Condos
  • First Time Buyer Specialist
  • Senior Real Estate Specialist (SRES)
  • Military/Relocation Professional
  • Keys to Closure – Probate
  • Certified Property Managers (CPM)
  • Bay East Commercial Network
  • International/Global (CIPS)
  • NAR’s full list of designations and certifications

Benefits

Safety Tools
  • Review your Brokerage’s safety policies
  • NAR safety tips
  • REALTOR® Safety page
Wellness & Insurance
  • REALTOR® Member Assistance Program Username: BayEast Password: BEAR2015
  • NAR Work/Life Balance resources for dealing with business pressures
  • NAR Center for REALTOR® Financial Wellness
  • Tickets at Work discounts on events and entertainment
  • Review insurance products from Austin & Austin Insurance, Benefits Store, C.A.R. & NAR
  • Access the full list of membership benefits
Tech Support
    • Call tech support for your computer needs and questions about Bay East MLS products

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