Welcome to Dalton Wade!

Let's Get Started! Your Pre-Onboarding Checklist

Welcome to Dalton Wade — we're thrilled to have you on board!

We know you're eager to get started, so our team has created a checklist to help set you up for success from day one. It covers everything you need to take care of now that you've joined the brokerage.

Pre-Onboarding Checklist - Date Completed *

First Name *

Last Name *

Email *

Have you logged in and accessed your Dotloop account?

Yes

Have you logged in and accessed your BoldTrail account?

Yes

Did you submit your W-9 to the Dalton Wade Finance Department?

Yes

Did you watch the CDA taining so you can get paid on time?

Yes

Did you join your local board/MLS or notify them of a change in brokerage?

Yes

Have you set up your electronic lockbox access (Supra) with your board so you're ready to show homes?

Yes

Did you transfer any active listings to Dalton Wade (if applicable)?

Yes

Not Applicable - Currently I don't have any active listings.

Have you set up your board/MLS monthly payment with Dalton Wade (for applicable boards only - see link above)?

Yes

Not Applicable

Have you explored the Dalton Wade marketing portal at Markful?

Yes

Have you set up your business email, email signature, and updated your phone voicemail?

Setup Business Email

Setup Email Signature

Updated Phone Voicemail

Have you submitted your professional headshot and about me section?

Yes

Have you updated or created your online presence?

Yes

Have you requested access to the Dalton Wade Agents Facebook group?

Yes

Not on Facebook

Did you save the Support phone number in your phone?

Yes