Pre-License
Get Licensed
Complete your required education, prepare for the state exam, complete the licensing process, and begin learning how to evaluate the brokerage and professional environment where you will build your business.
Your new agent roadmap
A Clear Plan From Before You Join Through Your First Year.
The roadmap is not a promise of speed or production. It is a practical sequence for building the skills, habits, activity, and support structure the business requires.
Pre-License↓Before You Join↓Day 1+
The sequence
Build the right thing at the right time.
Stage 00
Before You Join
Choose the environment, economics, and support model with clear eyes.
What you do
- — Experience the training
- — Compare brokerage answers
- — Model the business math
What Jacob does
Understand what you want to build and test whether this environment fits.
First Team provides
A credible platform, transparent current terms, and training you can inspect.
Progress looks like
You can explain what happens after you join and what the business will require.
Stage 01
First 24 Hours
Start the transfer and create a clear line of sight to the first week.
What you do
- — Begin licensing transfer and onboarding
- — Confirm your first appointments
- — Organize required documents
What Jacob does
Set priorities, sequence the setup, and identify immediate decisions.
First Team provides
Onboarding, account setup, compliance, and operational support.
Progress looks like
The transition has owners, dates, and next actions.
Stage 02
First Week
Build professional credibility and a working operating system.
What you do
- — Set up core accounts
- — Begin CRM and database work
- — Choose a starting market
What Jacob does
Review your setup and connect each tool to a business purpose.
First Team provides
Core systems, training calendar, and company resources.
Progress looks like
You are visible, organized, and ready for client-facing activity.
Weeks 1–3
Power Curve
Build practical foundations across operations, buyers, and sellers.
What you do
- — Attend and participate
- — Practice the conversations
- — Apply training to real scenarios
What Jacob does
Translate instruction into action and answer questions after class.
First Team provides
Structured new-agent training across foundations, buyers, and sellers.
Progress looks like
You know the next step when an opportunity appears.
Stage 04
First 30 Days
Move from setup into consistent business-building activity.
What you do
- — Build your 1-3-5 plan
- — Start lead-generation activity
- — Study contracts and your market
What Jacob does
Build the plan with you, review activity, and correct early friction.
First Team provides
CRM, buyer, marketing, and transaction infrastructure.
Progress looks like
Your calendar reflects a repeatable business plan.
Stage 05
Days 31–60
Increase repetitions, follow-up discipline, and pipeline clarity.
What you do
- — Create more conversations
- — Practice consultations
- — Track pipeline and follow-up
What Jacob does
Diagnose activity, strategy, and conversion gaps.
First Team provides
Ongoing training and operational support as opportunities develop.
Progress looks like
You can see what is working and where to adjust.
Stage 06
Days 61–90
Strengthen the three pillars and establish your weekly operating rhythm.
What you do
- — Improve buyer and seller conversations
- — Review activity and pipeline
- — Refine your weekly scorecard
What Jacob does
Coach the next level of execution and identify the next constraint.
First Team provides
Training, tools, and transaction support connected to live work.
Progress looks like
You are operating from a system instead of reacting day to day.
Stage 07
Months 4–12
Keep building skill, consistency, market credibility, and a repeatable business.
What you do
- — Maintain lead-generation rhythm
- — Deepen local expertise
- — Serve clients and multiply relationships
What Jacob does
Continue planning, accountability, and course correction.
First Team provides
A platform that supports a growing professional business.
Progress looks like
Your next priorities are driven by evidence, not guesswork.
Agent Discovery Session
Your first year should have a sequence.
See where you are now, what comes next, and who helps you implement it.