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Getting started

Your First 90 Days

A clear path from license transfer to your first closing, with your brokers beside you.

← Back to Agent resources  /  Getting started
Open planner on a marble desk
Week one

Set Up From Your Phone

  • Sign your agreement and company policies online
  • Transfer your license and join your boards
  • Upload your license, W-9, insurance and headshot
  • Set your Winslow CRM password, photo and email signature
  • Book your kickoff call with Megan and Ryan
Your agent file

Always Know What Is Left

Onboarding percent

Your file shows how complete it is and lists each missing item by name.

A private upload link

Missing a license copy or W-9? A private link lets you upload it from your phone without signing in.

A Monday reminder

Until your file reaches 100 percent, a short weekly note lists what is left.

The required plan

Four Weeks, 19 Courses

Required courses are due by day 90. Your Home screen shows what is up next each week.

Week 1

Company policies, your first 30 days, Winslow CRM basics and the Agent hub.

Week 2

Fair housing, the Code of Ethics, escrow and wire fraud, and agent safety.

Week 3

License law for your states, licenses and boards, advertising and team names, and referral fees.

Week 4

The back office, client forms, getting paid and your first 90 days.

Sunrise from a home office
Your first 30 days

Get Known Fast

  • Post your Tell the world announcement: social post, text, letter and postcard
  • Update your Zillow, Homes.com and Realtor.com profiles with Winslow Homes
  • Import your sphere. Contacts land with no campaign until you choose one
  • Build your bio and signature with the built-in writers
  • Sit down for a 30 day check-in with your brokers

Related: Training · Agent hub · Legal and compliance

Next step

See the Rest From the Inside

This page is a sample. The full courses, forms, templates and tools open the day you join Winslow Homes.

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