THE THEODORE GROUP
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STEP 2- GOAL SETTING & SCHEDULE  (Unlicensed Agents begin here)

ALL AGENTS - Follow the steps in this section
  • Subscribe to the Theodore Group Email List HERE
    >> After your subscribe to the email list, you will receive a confirmation email to OPT IN.
    >> Check your SPAM folder if you do not see the confirmation email in your inbox.
    >> The confirmation email is sent from CINDI THEODORE via the Aweber email service.

    >> You must confirm your subscription to receive the emails.
    ​​
  • Weekly Training, Dial Sessions & Conference Call Schedule HERE
 
  • Learn how to Earn Free Leads - Full Details HERE
  • To view your Commission Schedule: Click HERE 
  • To view the Promotional Guidelines, Click HERE
  • Set Income Goals
  • Set Schedule​​​​
  • Weekly Activity Summary - Click HERE
    • ​Use this to summarize your weekly activity. This is a great document to review with your manager at the end of each week during your first 90 days.
​
  • Team Dial Sessions: 
    Monday - Friday: 8am to 9:15am
    Saturday: 9:30 to 10:45am

    West Coast Dial Sessions: 
    Monday & Wednesday: 8:30am - 9:45am PST.
    • ​CLICK HERE for the link and add the Dial Sessions to your devices calendar with reminders. ​

REGIONAL MANAGER TEAM COMMUNICATION
Sign up below to join your RM's GroupMe team communication:
  • Jon Schwartz and Marc Rubin 
    • CLICK HERE to join the Schwartz Agency GroupMe for team communication.
  • Matthew Weiner and Matt Gibbons
    • ​CLICK HERE to join The Weiner & Gibbons Take-Over Group 
  • Jeff Helin
    • ​CLICK HERE to join GroupMe for team communications.​
  • Jim & Heather Owens "J3 Owens Group"
    • CLICK HERE To join GroupMe for team communications​
  • Griffin & Brittany Carr
    • ​CLICK HERE To join GroupMe for team communications​​
​This training website is designed to equip and empower you to have a fast start in the mortgage protection industry.  The information and tools on this site will prepare you to "DO" the job.  As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Theodore Group.  Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.
  • Home
  • New Agents
  • Conference Calls
  • Bonuses
  • Careers
  • Agent Tools
  • Underwriting