OJO Select Network Tier 1

Application Processing

100

Number of transactions needed for US?

25

200

If we verify the agent has met our requirements but is NOT in a a zip of need we ?

Waitlist

300

Number of transaction for canada?

10

400

If we verify the agent has met our requirements and IS in a zip code we need, we can?

approve

500

 if UTM Source = AD what do we do ?

approve regardless of number of transactions or zips

Conversion/Follow up

100

who monitors the DocuSign emails

Kluivert

200

If the agent already exists we convert into a

existing account

300

We do not create ......... during conversion. 

opportunities

400

Record the agent’s information in what after conversion 

Converted Apps spreadsheet

500

Steps to create the service on the account

Click service > new > OSN > service: OSN, product: OJO Select Network , status: purchased > today’s date

Onboarding

100

Ensure agent is in the ....... and ........

correct brokerage and  correct Market

200

Check ....... in SalesForce account after onboarding. 

Onboarded to Panel box

300

If agent is part of a team we need to ....... in panel. 

create the team

400

whose mobile number we use to create a brokerage 

broker

500

what website can we go to verify if an agent completed the LMS.

thinkific