
Welcome to RE/MAX Connect!
Below, you can find all the steps in your onboarding process.
Our goal is to make this a smooth transition for you and we'll be with you every step of the way. Please do not hesitate to ask questions!
First Steps
The following items are all things that will be completed before your start date!
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Interview with Broker Owners
The first step in your RE/MAX Connect journey is of course, meeting with our owners, Shannon, Christen, and Carlyn!
Transfer
Paperwork
Next, you will have some forms to fill out for DPOR, REIN, and VPAR with our Director of Admin & Finance, Karen.
Choose Marketing Materials
Signs, headshots, business cards, oh my!
Please click HERE to fill out our Marketing Intake Form!
Once you make your choices, Marketing will get your materials ordered!
New Agent Questionnaire
We want to get to know you and what you love!
Click HERE to fill out our "New Agent" Questionnaire!
Announcement Reel
Let's get creative! We love to post a reel with each of our new agents. We will schedule the reel with you, Christen, Carlyn, and Shannon!
Start Date
This is what happens on your start date and beyond!

Office Orientation
Karen will give you a tour of the office, connect you to our wi-fi, and educate you on office procedures. You will also be added to our RE/MAX Connect group chat and to our office sales number system (Grasshopper). She will also give you an overview on financial management.
You will get a copy of our Agent Playbook, which is our Standard Operating Procedures manual at RE/MAX Connect. Access a virtual copy HERE.
Transaction Desk
Shannon will then give you a TransactionDesk overview.
TransactionDesk provides cloud based applications to manage your transactions online. Instanet's comprehensive platform includes online contract, document and file management, electronic signature, transaction management and online faxing solutions.
MAX/Center Training
Once you are populated into the agent roster, you will receive a welcome email that allows you to setup your own login for MAX/Center.
Contact Karen if you have any trouble logging in or do not receive the email.
Using this training video, you can setup your MAX/Center profile!
Branding Guidelines
Since RE/MAX LLC is such a large franchise, its up to all of us to maintain branding standards/guidelines. This video will show you the basics, but there is also a full branding guide. MAX/Center > "Marketing Portal" App > "Brand" Tab
MAX/Tech (Powered by BoldTrail)
MAXTech is a platform on MAX/Center that has the ability to house your CRM, generate leads, send campaigns and texts on your behalf, host your website, and so much more! Watch the above video for a brief overview.
Canva
Canva is a graphic design platform popular for its many options and user-friendliness (it may take a bit of a learning curve, but so worth it)! Check out this video for an overview if you are unfamiliar with it.
Don't Forget!
Here are some other awesome resources provided to you as a RE/MAX Agent that we suggest you watch videos and learn about.
We are always here if you have any questions!
Folio Powered by BoldTrail
In this webinar, RE/MAX introduces you to Folio, the AI-powered tool designed to organize your inbox and streamline your real estate transactions. They demonstrate how Folio helps you stay organized, save time, and reduce stress throughout the transaction process. Whether you're new to Folio or looking to enhance your workflow, this session will equip you with the tools and insights you need to get the most out of this powerful solution.
RE/MAX Collection (Luxury)
Click HERE to view the RE/MAX Collection "Luxury Launchpad" website for agents!
You don't have to have a CLHMS designation to market your listing with RE/MAX Collection branding.
Children's Miracle Network Partnership
Our office is proud to be a Miracle Office! And you can be a Miracle Agent!
With every transaction, you can give back to your local CMN hospital in your clients' honor; not only does this make a difference in our local community, it's a closing gift your clients will never forget. HERE is a short video on CMN's partnership with RE/MAX.
Want to know the easy steps to give? We got you! See the video above to learn how to make an honor card in 5 minutes, or less!
Building Blocks of MAX/Tech
To start building a foundation of knowledge, see "Building Blocks of MAX/Tech" Recap videos above!
Bold Trail also has TONS of help articles available to search through; see HERE. Don't be afraid to reach out to their support chat if you have any issues; they usually reply promptly.
RE/MAX Events
R4 is an annual worldwide convention hosted by RE/MAX in Las Vegas. This is a huge networking and educational opportunity.
Click HERE for a video preview of what R4 is like!
There is also a yearly Luxury Forum for Luxury RE/MAX agents!
HERE is an article with more information.
Another annual event - the RE/MAX Commercial Symposium! HERE is an article with more details!
Also, the RE/MAX Teams Event in Las Vegas is a two-day event that features educational sessions taught by industry-leading business coaches, expert panels, roundtable discussions, and more. There has not been a date set yet for the next Teams event.