WEEK 1
COMPUTER SETTINGS
Please provide us with your System Name, as we will utilize this information to send you a personalized code and include you in our Dropbox community.
What needs to be done?
STEP 1: Download and fill out this DOCUMENT and save this to a folder in your Computer
STEP 2: Prepare a Formal HeadShot (we will use this across ALL sites). Add it to the folder as well.
STEP 3: Send the file to marketing@taglendinggroup.com
SET YOUR OUTLOOK
You can start by setting up your Outlook
Ensure that you have the Outlook app installed on your Laptop/Computer. In case you don't have the app installed, please refer to this informative video that will guide you on signing in using your company email.
STEP 1: WATCH THE VIDEO (skip to step 3 if you have the Outlook App installed on your Computer/Laptop)
STEP 2: TRY NEW OUTLOOK
Toggle the button to make your Mail use the new Outlook.
STEP 3: PERSONALIZED YOUR PROFILE
By adding a unique touch with your picture and Signature (which was previously discussed in the section: Setting up your HubSpot Profile - "How to Create a Meeting Link.")
Below are the different Add-Ins you need to add to your Outlook Profile
| HubSpot Sales Extension | HubSpot Sales Tool |
| ChatGPT Connector | Dropbox for Outlook |
| Slack | Report Phishing |
| Ring Central Scheduler | Zoom for Outlook |
| Vidyard | |
Refer to the image below as a reference. 👇🏼
STEP 4: OUTLOOK MAIL SECURITY (PART 1)
Watch the Video below to add Inlyse Mail Security.
STEP 5: OUTLOOK MAIL SECURITY (PART 2)
Watch the Video below to configure your settings on Inlyse Mail Security.
STEP 6: PHISHING AND SPAM PROCEDURES
Take control of your Outlook email settings and take action against malicious emails.
JOIN OUR SLACK COMMUNITY
You can start by setting up your Slack Profile
If you have questions, SLACK will be the primary way to communicate with your team and the marketing team.
STEP 1: DOWNLOAD the Slack app on your Laptop/Desktop. DO NOT use the web version.
Also, download it on your mobile phone. You can use your phone's app store or click the link below using your phone.
STEP 2: JOIN OUR COMMUNITY
You may notice various channels listed on the left sidebar, but let's focus on other steps now.
STEP 3: JOIN #ONBOARDING CHANNEL
To do this, you can go to the search bar, type "onboarding" and then join. It should look like this 👇🏼
Wait for a brief moment until our friendly bot extends a warm welcome. Simply immerse yourself in the instructions flowing through the channel and embrace the journey ahead.
STEP 4: FOLLOW THE THREAD
Continue progressing by clicking the "CONTINUE" button within the thread. Take a look at the example provided below for guidance.
STEP 5: SET UP YOUR PROFILE
If you're currently at this stage and find yourself uncertain about how to create your profile in Slack, it's possible that you haven't had a chance to view the video in the thread. Be sure to return to step 4 and carefully follow the instructions.
STEP 7: CONNECT OUTLOOK AND SLACK
Linking your Slack to your Outlook will ensure that you never miss out on important notifications.
Other Apps you need to add to your Slack:
- Birthday Bot
- Dropbox
- Outlook Calendar
- Ring Central
- Zoom
- Vidyard
- HubSpot
Check out this extra VIDEO to enable automatic status updates in Slack.
SET YOUR HUBSPOT PROFILE
Tag Lending Group relies on HubSpot, a powerful CRM / CMS system, to streamline its operations. However, before you can fully utilize HubSpot's capabilities, it is essential to set up your personalized Profile.
STEP 1: Check the HUBSPOT INVITE sent to your company email.
STEP 2: Check this Step-by-Step Guide on How to Set up Your General Settings in HubSpot
STEP 3: Download the HUBSPOT APP on your Mobile Phone for easier access.
You can use your phone's app store, check this GUIDE, or just Scan the QR Code below.
ADD RING CENTRAL TO YOUR CHROME
Easily connect with your contact/deal while using HubSpot.
What needs to be done?
STEP 1: Add RING CENTRAL FOR HUBSPOT chrome extension to your browser
Upon launching HubSpot, you will find this located in the right corner every time you access the platform.
STEP 2: Click Ring Central and sign in using the credentials below.
- PHONE #: 3055038655
- PASSWORD: Welcome1
- CODE: Will be sent in #tech-mktg-support Slack Channel
- Click I Accept
- Click Done
STEP 3: Once you are in, make sure to update the settings as shown below.
- Region: United States
- Audio: Allow your audio to be connected
STEP 4: Navigate to a record in HubSpot, hover over the phone number, and observe the icons that appear. Utilize these icons to either initiate a call or send a text directly from within HubSpot.
SET YOUR SOCIAL MEDIA AND LINK TREE
Allow your followers to verify you
By setting up your Linktree, you can showcase all your website and other crucial links on your Instagram profile, making it easier for your followers to verify you.
STEP 1: SIGNUP TO LINKTREE
STEP 2: SET UP YOUR LINKEDIN PROFILE
By establishing a professional presence on LinkedIn, you can forge connections with like-minded individuals in your industry or related fields, enabling them to gain insight into who you are.
INSTALL DROPBOX
Add your files to Dropbox
Great news! You're just one step away from completion. If you have any additional documents or files saved in the designated folder we instructed you to create at the start of this course, now is the perfect time to upload them.
STEP 1: GO TO DROPBOX.COM
Copy and paste the following credentials below:
- EMAIL: Taglendinggroupdropbox@gmail.com
- PASSWORD: TAGTEAMNATION
Get in touch with Anthony for the 6-digit verification code.
STEP 2: INSIDE DROPBOX
Create your folder and securely upload your important documents.
TLG SHOP
Begin your Purchase
Get started with these must-have products that you can't afford to miss out on.
- UWM: Thirsty For Loans! (Men's t-shirt)
- UWM: Thirsty For Loans! (Women’s t-shirt)
- Business Card
- Check more products in our TAG TEAM Shop
MEETING YOUR MARKETING SPECIALIST
From this point on, it is expected that you have completed all the necessary account set-up. A Marketing Specialist may have contacted you recently, but it is best to schedule a meeting (Slack Huddle) with them to address any remaining concerns before you are introduced to your Team Leader for Training. Team Leaders will only answer questions related to the process and will not entertain questions regarding setting up.
Note: You also have the option to reach out directly to #tech-mktg-support through Slack for any urgent concerns.
JOIN WEEKLY TRAINING
To access the New Hire Training, it is essential that you have completed the onboarding process and diligently viewed all the videos provided on this onboarding page.
TRAINING SCHEDULE
Every Thursday @10:00 am EST
JOIN TRAINING - click this only during the specified schedule mentioned above
Note: If you have not completed the onboarding process, we kindly inform you that we are unable to assist with any inquiries related to onboarding/setting up.
This training is solely intended to educate you on the process and does not involve any setup procedures.
SET UP TRAINING WITH TEAM LEADERS
Deal Submission and Quality Control Training
New Mortgage Loan Originators (MLOs) and Loan Officer Assistants (LOAs) joining Tag Lending Group, LLC must submit a minimum of five (5) deals to their Team Leader for review. After clearing these submissions, they gain Quality Control Clearance and can independently submit loan files. Ongoing compliance with company policies and regulations is essential. Failure to comply may result in disciplinary action, including termination.
TRAINING SCHEDULE:
You can also send a DIRECT Slack message to schedule with them
Note: Team Leaders WILL only accommodate questions if you finish the onboarding.