Onboarding Specialist Training Guide 

Please mark the date(s) that the topic was covered on and check off after completing the Knowledge Check.

It is encouraged to take notes and ask questions!

Refer to your Login Sheet for Username/Password:

Ø  PC Login

Ø  LPT Connect

Ø  Listing Power Tools

Ø  LPT Outlook

Ø  Help.lpt (SmarterTrack)

***System Setup for Support Specialists***

Check your lpt Outlook email for these invitations:

 Links for Systems Used

Follow up Boss (FUB) is the internal CRM we utilize to manage agent's profiles pre connect and how staff communicates to agents. Onboarding process lives in FUB. (Intake Application, Revisions, Contract Signed, Activation, and Systems and Tech Plan Sent)

☐Review Follow Up Boss (FUB) 

☐Ensure your settings are correct

☐Add your email signature Example of a Canva Template Signature

☐Familiarize with communications such as call, text, email (review template folders)

The Onboarding team utilizes Admin Connect to set up systems for each agent, which occurs during the system setup process (Activation stage). Onboarding utilizes Connect to view users, integrations, payment profiles, comp plans, and license info.

☐ Users tab: How to view agent’s Connect User Profile (User type: Onboarding or Agent)

☐ Recruitment tab (Onboarding): Back-end data collection of intake Wizard (viewing application details/info, importing agents)

Connect 2.0 is an enhanced version of LPT Realty's proprietary platform, lptConnect, designed to streamline and optimize various aspects of real estate transactions and agent support.  

Key features of Connect 2.0 include:

• Knowledge Circle: A centralized repository for educational resources and industry insights, facilitating continuous learning and professional development for agents.
• Agent Circle: A community-driven space that fosters collaboration and communication among agents, promoting the sharing of best practices and networking opportunities.
• Marketing Circle: A suite of marketing tools and resources aimed at enhancing agents' promotional efforts, including customizable materials and strategies to effectively reach potential clients.

☐ Review ICA, Business Builder Addendum and RevShare Addendum (found in HR Corporate Dotloop)

Business Builder

•  $500 per transaction
•  $5,000 Annual Cap
•  Commercial Risk Fee: .3%
•  All transactions have a $195 transaction fee charged
•  All Agents are charged a $500 annual fee from the first deal annually for technology and E&O.

Brokerage Partner/Revshare Partner

•  80/20 Split
•  15,000k cap
• Commercial Risk Fee: .1%
• All transactions have a $195 transaction fee charged
•  All Agents are charged a $500 annual fee from the first deal annually for technology and E&O.

Additional Info:

• Personal transactions have a flat $250 risk fee & $195 transaction fee
• Low Commission Exception Request (Low GCI) -If the agent selects this, the agent would be charged a flat 20% risk fee, no transaction fee, & it would not count towards cap
• BPO (Broker Pricing Opinion) is a Flat $10 Risk Fee
• Seat Share is when 2 agents decide to join as 1 seat (they share all company fees and all deals are an automatic 50/50 split unless otherwise notated on the intake form) **they do EACH have a $500 annual fee

Transaction Management System (staff uses this to send out documents to agents by creating loops)

How do agents use it? 

Dotloop in KB: https://help.lpt.com/kb/c15/dotloop.aspx
 Compliance in KB: https://help.lpt.com/kb/c26/compliance.aspx

• ☐Commissions, DotLoop, DA's and how to get paid
• ☐Listing / Buying Compliance Checklist

Smartertrack is used for the following: 

• SmarterTrack Ticket Que Reference Sheet 2025

• Tickets
• Chats
• Knowledge Base Feedback

In addition to chats in Smartertrack, there are 3x chat channels to work in through Slack

• lptrOnboarding2.0
• OnboardingBrokerAdminTeam
• CanadaOnboardingBroker (If assigned to Canadian agents)
• ICAChat
• lptrAnnouncements
• lptrsalesrecruiting
• general