Onboarding Process

Welcome to Elite Agents!

Before you begin!

We must first have an initial conversation to see if we're a good fit for each other.  If you haven't yet spoken with our broker, Kari King, please first complete this form and we'll schedule a time with you.  Thanks!

Download checklist

Click here if you'd prefer to download a PDF version of the complete checklist.

Step 1 - Complete onboarding docs and submit monthly fee

Let us know which commission plan you've chosen.  We will then email you onboarding documents via DocuSign that must be completed as indicated.  These will include our contract, payment authorization, and other legal documents.  We will receive notification once you've completed and signed the required docs.

We will also email an invoice for the initial sponsorship payment.  Please use the same form of payment that you intend to use for the ongoing monthly fee.

Continue with Step 2 below.

Step 2 - Transfer your license with TREC

  • Go to the TREC website: https://www.trec.state.tx.us
  • Enter your username and password in the upper right-hand corner and click Login.
  • You should be redirected to the My License Services page. If not, click on your name and select My License Services or go to https://mylicense.trec.texas.gov  If you don't have a My License Services account, follow the steps here to create one.
  • Select "Manage My Sponsorship (Sales)"  from the drop down menu under "Change your license information..." and click Select.  Click Next on the Introduction screen.
  • Click "Request Sponsorship".  When the search box opens, select "Real Estate Company" as the License Type and enter 9005226 in the License Number box.  Do not enter or select anything else!  Click Search.
  • "TEXAS REALTY RESOURCES, LLC" should appear as search result.  This is the formal name of our company and "Elite Agents" is our DBA name.  Click the checkbox next to TEXAS REALTY RESOURCES, LLC and click the Request button.  This will take you back to the Manage My List screen which should now show our company name.  Click Next to proceed.
  • On the Application Summary page, click the Submit button.  This will take you to yet another screen where you have to select Yes and then click Next.
  • On the Summary Report page, click the Pay Now button and complete the payment process ($20.60).  Your sponsorship request will be sent to us and we will then accept it.  Be sure to pay at this time - if you don't we will not receive the request.

Click here for a step by step doc with screenshots.

NOTE: We will only accept your license after you have completed the onboarding documents AND paid the invoice outlined in Step 1 above.

Step 3 - Change your broker affiliation with your REALTOR® association

Click the corresponding link below for your REALTOR® association.  Please call 512-686-6646 if you don't see your REALTOR® board.

ABoR Central Texas MLS HAR MetroTex
SABOR
NOTE: You must join one of the boards (or update your membership with our brokerage info) within one week or we'll have to send your license back to TREC.

  • Send us your headshot/photo – we need this for your bio page on our website, for the various technology accounts, and for promoting you online (see below)
  • Send us any reviews/testimonials you have so we can add them to our websites
  • Transfer listings from your old broker (if they allow it) - we can provide form/details for the transfer
  • Change all advertising to show Elite Agents as your broker – can be our logo or brokerage name: Elite Agents
    • Business cards
    • Signs
    • Social media pages/profiles
    • Websites
  • Update your email signature (or have us create one for you) with a new IABS link
  • Access your BackAgent account and learn how to use it for transactions
  • Configure your Circlepix account for your social media automation
  • Become familiar with the Elite Agents Cloud website
  • If you’re on our Premium plan, access your AgentMarketing account and become familiar with the tools
  • Join our Facebook group – a great way to meet our other agents, share info, ask questions, etc.

That's it, congratulations!

Once the three steps above are completed, you'll be a member of Elite Agents!  You'll receive emails with details on how to access our systems including this website.

We also ask that you please email the following items ASAP to [email protected]:
  • High-resolution headshot (used for system profiles, business cards, our websites, marketing material, etc.)
  • Short bio
  • Any client reviews/testimonials you would like added to the site

We use these items to promote you online and help build your brand.

If you'd like to upload these items now, use the box below.

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