Launch Into Productivity

A foundational two-part learning session designed to help newly licensed and growth-minded agents build a productive real estate business.
About this Event

Launch Into Productivity is a foundational course designed to help newly licensed and growth-minded agents build a productive real estate business. Through hands-on instruction, practical systems, and proven strategies, participants will develop the initial skills, habits, and confidence needed to move from learning the business to consistently producing results.

Instructors: MC Broker & Team Leader

Agenda
DAY 1: Welcome & Program Overview

Info: Introductions and purpose of Launch Into Productivity
How the two-day format works (Day 1 broker oversight, Day 2 technology)
Ground rules, goals, and what agents should walk away with

Contracts & Forms

Info: Walk-through of core purchase & sale agreements and required disclosures
Commonly missed fields, addenda, and where errors happen
Deadlines, timelines, and execution best practices
How to find, complete, and store forms correctly

Advertising

Info: What legally must appear in marketing (brokerage name, licensure, fair housing)
Social media, signage, and online listing rules
Team vs. individual advertising standards
Common advertising violations and how to avoid them

Compliance

Info: Agency relationships and required disclosures
Fair housing and anti-discrimination obligations
Recordkeeping, file completeness, and audit readiness
Earnest money and trust/escrow handling basics

Broker Oversight Items

Info: Broker review process and what gets flagged
Transaction file submission expectations and turnaround
Escalation path — when and how to bring the broker in
State-specific items and updates agents need to know

Q&A + Activity: File Self-Audit

Info: Agents review a sample (or their own) file against a compliance checklist
Open floor for scenarios and questions
Recap key takeaways and preview Day 2

DAY 2: Welcome & Day 1 Recap

Info: Quick recap of broker oversight essentials
Overview of the tech stack we'll cover today
Encourage agents to have laptops/devices ready to follow along

Command — Platform Overview

Info: Dashboard, contacts (SmartPlans), and opportunities pipeline
How Command ties the rest of the tools together
Setting up your database and daily workflow

Transact + Command Opportunities

Info: Creating and managing a transaction from contract to close
Uploading documents and routing for broker review
Checklists, deadlines, and status tracking

Command Apps

Info: Mobile app overview and key features on the go
Notifications, contacts, and tasks from your phone
Which functions are best done in-app vs. desktop

RealTracs (MLS)

Info: Search, saved searches, and client-facing portals
Adding and managing listings
Pulling data and staying compliant with MLS rules

CloudCMA

Info: Building a comparative market analysis quickly
Buyer tours, property reports, and live CMAs
Customizing and branding your reports

SentriLock

Info: Lockbox setup, access, and mobile app basics
Granting and managing showing access safely
Troubleshooting common lockbox issues

Canva

Info: Using KW-branded templates for social and print
Quick listing graphics, flyers, and story posts
Brand kit, resizing, and exporting

Gemini (AI Assistant)

Info: Practical uses: listing descriptions, emails, social captions
Prompting tips for real estate tasks
What to double-check before publishing AI output

TidyCal

Info: Setting up booking links for appointments and consultations
Availability, buffers, and calendar sync
Sharing your link with clients

Q&A + Activity: Build Your Toolkit

Info: Agents set up one tool live (booking link, CMA, or Canva graphic)
Open floor for tech questions
Wrap-up, next steps, and resources