Platform Verification

📖 2 min read

Section 8 of Phase 2 — the final checkpoint. Before you schedule your field time with Aaron, every platform has to be live and accessible, and you need a hard-copy checklist signed by both you and Aaron at the end of orientation Day 1.

How verification works (read this)

  1. You verify on your own as you finish Phase 1 and Phase 2 lessons. Log into every platform. Check that it works. Mark the box.
  2. Print the Platform Verification Checklist (below) and bring it to Day 1 of orientation — Aaron will sit with you and verify every platform with you in person.
  3. Turn the signed sheet in to Aaron at the end of orientation Day 1. That signature is what triggers your cleared status.

📋 Master Onboarding Packet — print this once

Print this packet at the start of Phase 1. It contains everything you need from Day One of training through your end-of-week Go-Live clearance with Aaron:

  • Section 1 — Platform Verification Checklist: check each platform off as you complete it during Phase 1 + Phase 2.
  • Section 2 — 5-Day Commitment Agreement: read & sign before orientation. Aaron co-signs Section 1 on Day 1.
  • Day 1–5 Tracking Sheets: 100-dial checkboxes per day, contract terms Aaron writes in, daily sign-off.
  • End-of-Week Summary: Aaron's proficiency check that clears you to go LIVE.

What the checklist covers

  • 8 Platforms — Gmail, Zillow Professional Profile, FUB, Ylopo, SISU, Zoodealio, Zillow Showcase, Dotloop
  • Zillow Preferred Partnership — Agreement signed, Showcase Academy complete, ZHL+FUB integration confirmed
  • Training — All 5 courses complete with quizzes and final exams passed
  • Day 1 Work Product — 5 practice contracts written with Aaron in person
  • [email protected] policy — every deal goes to brokers@ before client signatures + for deal-specific questions

Day 1 practical reps

Your practical reps happen with Aaron on Day 1 — you write 5 contracts live with him during orientation. Quizzes carry the comprehension work.

🎯 Goal

Print the checklist. Verify every platform on your own. Bring the printed sheet to Day 1 — Aaron co-signs it before you go live. All quizzes passed, all platforms working, 5 contracts written with Aaron = ready to take leads.