Newly Licensed or Less Than Three Transactions Agent Training

3

Videos

Beginner

Skill Level

1:48h

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

Lead Conversion Training

26 minutes

  • Building relationships through lead nurturing 
  • Why fast follow-up wins leads
  • Asking stronger buyer and seller questions
  • Staying organized with BoldTrail tools
  • Creating repeat business and referrals

Lesson Three

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

Courses Coming Soon

  • Fair Housing Training
  • Professional Standards & Ethics
  • Buyer Process From First Call to Closing
  • 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

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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
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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
View Courses