RevShare Recruiting Process Overview: Sending Loan Officer Agreements and Tracking Referrals in Jazz HR

Modified on Mon, 18 Sep, 2023 at 11:36 AM

Here is an overview of how to use Jazz HR to track your Loan Officer referrals, and send agreements.


When you join the RevShare Recruiting team, you will receive your welcome email including your Jazz HR login information. If you can't locate your Jazz HR login, submit a Login Issue ticket here.


Let's Start Recruiting!



TABLE OF CONTENTS



Check out our RevShare Recruiting Assets Overview



How to Upload a Loan Officer Referral into Jazz HR





How to Manage Loan Officer Referrals in Jazz HR





How to use "Active Stages" to Track Loan Officers in Jazz HR




How to Check the Loan Originator's Name in the NMLS Consumer Access Database before sending the Agreement




Access the NMLS Consumer Access here - https://nmlsconsumeraccess.org/


How to send the Loan Originator Agreement Part 1 of 2 - 
Loan Originator Employment Agreement






AGREEMENT NAME (PART 1 OF 2)


Loan Originator Employment Agreement_NAME


When selecting the Email Template, select "LO AGREEMENT (PART 1 OF 2)"




How to send the Loan Originator Agreement Part 2 of 2 - 
Compensation Level and Revenue Sharing Agreement







AGREEMENT NAME  (PART 2 OF 2)

Compensation Level and Revenue Sharing Agreement_NAME



When selecting the Email Template, select "LO AGREEMENT (PART 2 OF 2)"




How to send an Email Reminder to Sign the Loan Originator Agreement (DropBox Sign)






Need to send an email reminder for a LO to sign?

  • Setup your DropBox Sign Account (see below)
  • Sign-in to DropBox Sign to send the Email Reminder


If it's your first time logging into DropBox Sign, see instructions below.


Activate and Access Your Free Dropbox Sign Account

Each JazzHR account with Offers and eSignatures receives a free Dropbox Sign account to send and sign eSignature documents through JazzHR. To access your free account:

  1. Visit the Dropbox Sign login page.

  2. Enter your email address.

  3. Click Forgot Password.

You'll then receive a link to create a Dropbox Sign password. Once you create a password, you can view the status and activity of your eSignatures sent from JazzHR!




When the LO Agreement is Signed, our Licensing and Onboarding Team will take it from there


Once an agreement is signed, the Licensing Team is notified, and they follow-up with the LO to: 

  • Complete Sponsorship
  • Have them complete their invoice - $249 Platform fee
  • Sign-up for the next available onboarding
    • We onboard LOs every week, starting on Monday. Here is the onboarding schedule:
      • Monday - SELF-PACED - receive all logins and instructions via email to get systems setup
      • Tuesday - ZOOM - attend session from 10am - 12pm PST for a deeper dive into systems
      • Remainder of the Week - SELF-PACED - they complete the systems and coaching session on their own. Once complete, they can get Mortgage and Realtor leads.


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