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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

Final Exam: Phase 1 — System Setup

4. Phase 1 — System Setup
Final Exam: Phase 1 — System Setup

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Question 1 of 20

1. Question

What is the ONLY acceptable way to ask training questions?

Text message
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Email
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In office, Monday–Friday, 9–5
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Through a team ambassador
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Question 2 of 20

2. Question

How many platforms must you have active access to?

5
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6
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8
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10
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Question 3 of 20

3. Question

What email must be CC’d 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 4 of 20

4. Question

What CRM does Scofield Group use?

Salesforce
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HubSpot
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Follow Up Boss (FUB)
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Zoho
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Question 5 of 20

5. Question

What must you change your Zillow profile email to?

Personal email
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Company email
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A new Gmail
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It doesn't matter
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Question 6 of 20

6. Question

What is Ylopo used for?

Contracts
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AI-powered lead generation and nurturing
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Accounting
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E-signatures
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Question 7 of 20

7. Question

How are your assignments verified as complete?

Kirby reviews them manually
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Aaron reviews them
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Through the LMS — assignment and quiz completion is tracked automatically
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You self-verify on the honor system
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Question 8 of 20

8. Question

What agreement must you sign with Zillow?

NDA
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FLEX Agreement
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Non-compete
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Listing contract
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Question 9 of 20

9. Question

What must you submit for your first 3 offers before client signatures?

Just the contract
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Contract, QuickCMA comps, and pre-approval or proof of funds
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Only comps
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Nothing
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Question 10 of 20

10. Question

Where do you go for the Flex enrollment process?

zillow.com/agent
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zillow.com/pbflex/agent
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premieragent.com
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flex.zillow.com
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Question 11 of 20

11. Question

What training does Zillow audit?

Zillow Marketing Academy
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Zillow Flex Onboarding Training
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Zillow SEO Course
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Zillow Ads Training
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Question 12 of 20

12. Question

What is SISU used for at Scofield Group?

Transaction management
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Performance tracking and accountability
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Property searches
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E-signatures
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Question 13 of 20

13. Question

What is Dotloop’s primary function?

Lead generation
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Transaction management and e-signatures
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Social media marketing
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Performance tracking
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Question 14 of 20

14. Question

What social media platforms should you follow Kirby on?

Only LinkedIn
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Facebook, Instagram, TikTok, and YouTube
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Only Facebook
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Only Instagram and TikTok
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Question 15 of 20

15. Question

What should you check if platform invites haven’t arrived?

Your personal email
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Your spam/junk folder
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Social media DMs
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The office bulletin board
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Question 16 of 20

16. Question

How many offers and listings require broker review before independence?

1 offer
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2 offers
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3 offers plus 1 listing
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5 offers plus 2 listings
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Question 17 of 20

17. Question

What must your Zillow profile show after setup?

Sales volume and reviews
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Professional profile complete and on Scofield Group team
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License number only
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Just a headshot
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Question 18 of 20

18. Question

Q18

A lead gen tool
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A deal management platform
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A CRM
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A marketing tool
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Question 19 of 20

19. Question

When can you schedule with Aaron?

Anytime
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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 first week
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After first deal
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Question 20 of 20

20. Question

What is the Scofield Group Private Team Page?

A public website
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An internal team resource you must request access to
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A social media ad page
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A client-facing portal
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