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4. Phase 1 — System Setup

Important Rules & Expectations

Quiz: Important Rules & Expectations

Email & Accounts Setup

Quiz: Email & Accounts Setup

Zillow Profile Setup & Preferred Agreement

Quiz: Zillow Profile Setup & Preferred

Zillow Home Loans & Follow Up Boss Integration

Quiz: ZHL & Follow Up Boss

Final Exam: Phase 1 — System Setup

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Quiz: Important Rules & Expectations

4. Phase 1 — System Setup
Important Rules & Expectations
Quiz: Important Rules & Expectations

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Question 1 of 10

1. Question

How should you ask training questions at Scofield Group?

By text message
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By email
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In office, Monday–Friday, 9–5
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Through an ambassador
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Question 2 of 10

2. Question

Who should you email for deal-specific questions?

Only Kirby
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Only Aaron
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Kirby & Aaron together at [email protected]
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Any team member
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Question 3 of 10

3. Question

For your first 3 offers and 1 listing, what must you send for review BEFORE client signatures?

Just the contract
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Contract, Comps (QuickCMA), and Pre-approval or Proof of Funds
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Only the comps
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Nothing — just CC the brokers
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Question 4 of 10

4. Question

What email address must you ALWAYS CC on ALL deals?

[email protected]
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[email protected]
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[email protected]
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[email protected]
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Question 5 of 10

5. Question

When can you schedule with Aaron for orientation?

Anytime after completing Phase 1
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After all assignments are complete in the LMS, Platform Verification is marked complete, and Zillow training is done
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After your first week
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After completing 3 lessons
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Question 6 of 10

6. Question

How are your assignments verified as complete before you can schedule with Aaron?

Kirby reviews them manually
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Aaron checks before scheduling
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Through the LMS — the system auto-tracks every completed lesson and quiz
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You self-verify on the honor system
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Question 7 of 10

7. Question

What type of comps must you include when submitting your first offers for review?

Full CMA
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QuickCMA Version
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Zillow Zestimate printout
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MLS comps only
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Question 8 of 10

8. Question

Which social media platforms should you add Kirby Scofield on?

Only Facebook and Instagram
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Facebook, Instagram, TikTok, and YouTube
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Only LinkedIn
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Twitter and Facebook only
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Question 9 of 10

9. Question

What should you request access to as part of initial setup?

Scofield Group Private Team Page
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Kirby's personal email
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The office WiFi password
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MLS admin panel
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Question 10 of 10

10. Question

How many offers must go through broker review before you can submit independently?

1 offer
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2 offers
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3 offers plus 1 listing
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5 offers
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