Rise Realty ← Back to Welcome

New agent onboarding · Step 1

Get plugged in

Connect your profile, compliance links, and tools so the business can actually turn on.

1) Tell your association you moved to Rise Realty Texas

TREC sponsorship and your association / MLS record are separate. After your license is with Rise Realty Texas, you need to contact the association where you hold membership and ask them to change your brokerage affiliation. Until they do that, NTREIS, zipForm, Broker Bay, and Supra can still show your old office.

Give them the Rise Realty Texas office code for your board:

If you belong to a different Texas association, call that board and ask for the same office-change. Then tell admin if anything still looks wrong in Matrix or zipForm.

TREC: IABS and Consumer Protection Notice

TREC requires licensed agents to provide the Information About Brokerage Services form and the Consumer Protection Notice, and to make both available in advertising and online communications — including your website, email signature, and Facebook page.

Do this before you start taking calls as a Rise Realty Texas agent:

  • Create your completed IABS (PDF for files and links, JPG if you will pin it under Facebook Featured)
  • Link both the IABS and the TREC Consumer Protection Notice from your website, Facebook About section, and email signature
  • Use the same links everywhere so you are not maintaining three different versions

Step-by-step setup, including Facebook and signatures, is in this post:

TREC IABS and CPN on Facebook — a practical setup for Texas agents

Open the IABS generator Email signature tool TREC Consumer Protection Notice

3) Company roster on riserealtytexas.com

We will add you to the company roster and create a personal page on the consumer website. We can also create social posts to announce your move to Rise Realty Texas on the company Facebook page and Google Business Profile. If you do not want an announcement, tell us when you send your materials.

To make the profile look the way you want, please send the following to admin@riserealtytexas.com:

  • A professional headshot (shoulders-up, simple background)
  • A short professional bio covering your experience, expertise, and the areas you serve
  • Areas you service
  • Social media handles
  • Anything else you want on your page

View the live roster at riserealtytexas.com/agents.

Sample Rise Realty Texas agent profile

Sample profile on the roster page — match this level of completeness.

4) Rise Realty Texas agent referral roster

Want other Rise agents to know the types of referrals you can take? Open the company referral roster to view the current list and add your own name if you want to be considered.

You can come back to that page anytime from the home page of the Agent Hub.

View and join the referral roster

5) Rise Realty Texas private Facebook group

To keep email from filling up with updates, we communicate as a company through a private Facebook group. Join it to stay informed about meetings, recordings, legal notes, marketing ideas, and Agent Hub changes. It is also the place to network with other Rise Realty Texas agents.

We encourage participation:

  • Relevant industry news
  • Buyer needs
  • New listings
  • Open house opportunities
  • Referral needs

Request membership

6) Company meetings and training

Weekly team meeting — Tuesday at 9:00 a.m. Central, except holidays. Join live on Zoom or watch the recording. Topics and the login link are posted in the Agent Hub and the private Facebook group. You should also get a reminder email. If that reminder is not arriving, email admin@riserealtytexas.com.

7) Coach 52

We have partnered with national real estate coach Jeff Lobb of Coach 52 for weekly coaching and training on demand. You can log in when it fits your day. The program still runs in a weekly format, with accountability check-ins and extra material in the archives.

Coach 52 includes:

  • Video-based on-demand training and coaching
  • Business planning, goal setting, and weekly tracking
  • Revenue goals and accountability
  • Budgeting and expense analysis
  • Income-producing activities
  • Social media marketing
  • Branding
  • Marketing to today’s consumer
  • Lead generation and follow-up
  • Farming with visual content
  • Prospecting warm leads
  • Working old and dead leads
  • The art of listings
  • Visual listing presentations
  • Systems
  • Referral-based marketing
  • A complete marketing center

Want a Coach 52 account? Access is free through Rise. Email admin@riserealtytexas.com.

Welcome to Coach 52

Coach 52 marketing center

Profile and compliance first. Then set up how you get paid.

How to get paid →