Newly Licensed or Less Than Three Transactions Agent Training

8 Videos

Beginner

Skill Level

4h 27M

Duration

Overview

This training series is designed specifically for newly licensed agents and agents with fewer than three transactions. It provides the foundational knowledge, systems, and confidence needed to begin building a successful real estate career.

Throughout this series, agents will learn the core skills needed to work with buyers and sellers, manage transactions, generate leads, handle objections, stay compliant, and build a professional business foundation. Topics include lead conversion, buyer and listing processes, contracts, ethics, time management, CRM setup, social media branding, and more.

Whether you are preparing for your first client conversation or learning how to manage a transaction from contract to closing, these trainings are designed to help you build confidence, develop strong habits, and create a roadmap for long-term success in real estate.

Real Estate Fundamentals

Lesson One

Phil’s Playbook: Jump Start Your Real Estate Career

1 hour 1 minute

Why consistent prospecting is essential
Finding clients beyond your personal network
The “Five Horsemen” approach to success
Working internet leads effectively
Q&A with Phil

Lesson Two

Up Your Prospecting for Clients and Business with Phillip D. Wade

1 hour 13 minutes

Building a consistent daily prospecting strategy
Generating listings through proven lead generation methods
Converting listings and open houses into new clients
Strengthening your online presence to attract business
Using follow-up systems and CRM tools to build long-term success

Lesson Three

New Agent Training

15 minutes

Getting set up as a new Dalton Wade agent
Building a professional online presence
Prospecting and growing your sphere
Generating leads through open houses and outreach
Using Dalton Wade tools and training resources
Creating consistent habits to grow your business

Lesson Four

Lead Conversion Training

26 minutes

Converting buyer and seller leads
Asking better questions & handling objections
Building a consistent follow-up strategy
Using BoldTrail & Turner Prospector for lead nurturing
Turning leads into appointments and clients
Building repeat & referral business after closing

Lesson Five

Open House Training

21 minutes

Why open houses still generate strong leads
Preparing and promoting a successful open house
Using BoldTrail and Open House Connect tools
Open house setup, safety, and best practices
Following up to turn visitors into clients

Lesson Six

Fair Housing | Federal Laws, Protected Classes & Advertising Compliance

17 minutes

Understanding protected classes
Advertising and marketing compliance
Steering and discrimination risks
Social media and AI compliance concerns
Real-world fair housing examples

Lesson Seven

Professional Standards & Ethics | REALTOR® Code of Ethics & Conduct

27 minutes

REALTOR® Code of Ethics overview
Duties to clients and the public
Fair housing and advertising concerns
Professional communication standards
Real-world ethics scenarios

Lesson Eight

Buyer Process | From First Call to Closing

27 minutes

Converting inquiries into active clients
Conducting effective buyer consultations
Managing showings and home searches
Writing and negotiating offers
Navigating inspections, financing, and contingencies
Building referral and repeat business opportunities

Courses Coming Soon

Understanding the Transaction Timeline
Buyer Consultation Framework
Listing Appointment Basics
Listing Process Start to Finish
Scripts & Confidence Training
Agency & Representation Explained
Earnest Money & Escrow Basics

Objection Handling
Time Blocking & Calendar Optimization
Database & CRM Setup Basics
Goal Setting for New Agents
Creating Social Media and Business Pages on the Web

More Courses

Your Tools

Tools & Technology

Learn how to use the platforms that support your day-to-day business, from managing transactions to generating and converting leads.

Includes Dotloop, BoldTrail, Dalton Wade Connect, and more

You'll Learn How To:

‣ Manage transactions inside Dotloop
‣ Convert and nurture leads in BoldTrail
‣ Use Dalton Wade Connect as your hub
‣ Automate and streamline your workflow

View Courses

Stay Compliant

State Contract Trainings

Understand the contracts, timelines, and legal considerations specific to your state so you can write clean, compliant offers and manage transactions smoothly.

Includes contract walkthroughs, negotiation strategies, and risk management

You’ll gain confidence in:

‣ Writing strong, competitive offers
‣ Navigating contingencies and negotiations
‣ Managing deadlines and risk
‣ Understanding state-specific agreements