Performs a supporting role in identifying processes and programs in a business that require changes in order to maintain compliance.
Attend New Agent Compliance Orientation via Zoom to become familiar with Compliance Standards
Attend a New Agent Orientation via Zoom to become familiar with the agent experience at Keller Williams
Attend Forms classes via Zoom and become familiar with all forms including how to complete all documents properly and understand what each form is used for
Become familiar with our technology tools including Command, Dotloop, and Docusign
Become familiar with all Board Associations and their corresponding MLS’s
Introduce yourself via email and begin to form relationships with agents from all three market centers
Demonstrate proficiency with spreadsheets, Google docs, and Word
Become familiar with charts and google docs associated with the compliance process
Learn to update compliance charts in all market centers daily for New Listings, Listings Under Contract, and Sell-Side Under Contract
Establish an email and direct contact phone number
Learn Compliance “language”- terms, abbreviations, codes, etc for checking files for Compliance
Begin checking files for Compliance in Command
Develop Weekly Rhythm & Time Blocking
Attend daily zoom huddles with Compliance Director
Demonstrate ability to update compliance charts in all market centers daily for New Listings, Listings Under Contract, and Sell-Side Under Contract
Demonstrate ability to check files for compliance in Command and notify agents via email and phone of files, not in compliance
Understand all forms and be able to communicate mistakes effectively to agents
