Congratulations and welcome to the CENTUM Family! Every new brokerage is provided with this welcome package containing everything you’ll need to know during this transition and onboarding phase.
1. Let's Get Started
Initial Overview Call Our dedicated team will work with you on the basics of getting set up including: a review of your Lender/Partner list, reviewing the onboarding process of your agents, Discussing E&O Insurance, Discussing Data Transfers, and going over your website and email requirements.
Meet the Team Video This video is an opportunity for you to get to know our leadership team better, with a clear understanding of their roles and responsibilities.
2. Access and Set-Up
System and Resources Overview Learn about the tools that are available to you through CENTUM Connect, Piper and Scarlett Mortgage, including Deal Flow Management and CRM, Resource Centre, Custom Marketing, and more
Filogix Expert Log-in and Password and Piper Access Once you’re set up, you will receive a welcome email containing your Filogix Expert Log-in and Password, Piper Log-in and Password which allow you to access CENTUM Connect, your 24/7 online one-stop-shop to access marketing material, check for upcoming network calls & webinars, and keep up to date on everything available to you.
Added to Network Communications List You’ll start receiving regular update emails about upcoming events, training sessions, and network calls.
Opportunities and Benefits Discussion Learn about all the additional revenue opportunities and benefits, that are available to you as a CENTUM member, including CENTUM DirectPay, Manulife Protection Plan, and Group Health Benefits.
Learn about our National Deal Desk Our National Deal Desk is designed to help you, our members fund more deals and get access to lenders you may not deal with on a regular basis. This service is available in every province except QC. The best part - you only pay for our services if the deal funds. There are two levels of service to fit your needs.
Learn about our Free Marketing Tools CENTUM offers a wide variety of free marketing tools, including Monthly Social Media Content, and our Custom Marketing Portal.
3. Launch
Send us your Headshot or Team Photo Using your headshot or team photo we’ll create social media content that you and your team can use to officially announce that you’re joining CENTUM.
Provide a Testimonial Let us know why you decided to join CENTUM.
Social Media Announcement Using either the announcement posts that we created for you, or your own social media content, let your followers know that you’ve joined the CENTUM Family.
Launch Event Are you planning a Launch Event? If you are, let us know!
4. Post Launch
30 Day Check-up We will do a check in with you 30 days after your launch to see how things are going. We’ll check in on your overall satisfaction and make sure your needs are being met.
- How did we do as a team onboarding your brokerage to the network. - What could we have improved upon? - Since joining, what’s working well, what tools are you and your team using? - Discuss lender Relationships and Deal Placement. - Address technology usage, and adoption. - General feedback.