Hello! Welcome to Levtitate Real Estate Onboarding Training my name is Kelsey Martinez and I will be your guide today!
Levitate Real Estate Onboarding Training
Start
Please join me at Module 1 & Lets get started with your training!
Module 1
Module 2
Module 3
Module 4
How we work
I'll tell you the most important things so you can fit in from the first minute.
Much collaboration.
Much collaboration.
We prioritize clear and direct communication.
Data-driven.
Use this face of the card to provide more information about a topic. Focus on a concept. Make learning and communication more efficient.
Use this face of the card to provide more information about a topic. Focus on a concept. Make learning and communication more efficient.
Continuous feedback.
Continuous feedback.
We use official channels (Teams/Slack/Email).
Agreed upon when possible.
Title
Title
Write a brief description here
Write a brief description here
How we make decisions
How we work in teams
How we communicate
How we work in teams
We celebrate achievements together.
We celebrate achievements together.
With shared learnings.
We avoid unnecessary meetings.
Tools
Corporate email
Intranet
Now, let's take a look at the most important tools of the day.
Quick channel for daily tasks.
Official communication, passwords, important notices.
Internal chat (Slack/Teams)
Project Manager
Where you'll see your tasks and priorities.
Documents, internal policies, notices.
Team
Let me introduce who is who so you don't get lost. Don't worry if you don't memorize everything today. You can always review it here.
An organizational chart designed for teamwork
Our organizational chart reflects how we work: connected teams, clear roles, and constant collaboration. Each area contributes its expertise so that projects progress and ideas turn into results. Here we don't just talk about positions, but about people who add up and make everything work.
Let's see it!
First steps
This is what you'll do during your first week. Don't worry, no one expects you to learn everything at once. Step by step. I'll explain it to you.
Day 2
Day 3
Day 1
Meeting with your manager.
Basic training and documentation review.
Presentations, access to tools, first tour.
Day 6-7
Day 5
Day 4
Settings, questions, a relaxed pace.
Week closing and feedback.
First supervised tasks.
Trust me, these tips are worth gold. I leave them here just as I was told.
Recommendations
In this company, we like to share what we've learned.
Here are real tips from colleagues who went through the same thing as you some time ago. They will save you time, doubts… and some common beginner mistakes.
Great! You now have the essentials to start off on the right foot. And remember: you're not alone on this journey.
This is just the first step: the truly important part starts now, in your daily life.
What do I do if I have questions?
Ask, ask, and keep asking
Nobody expects you to know everything in the first month here. If you have questions, write them on Slack or ask someone on the team. They'll be happy to answer.
This presentation includes two interactive digital learning prototypes that are aligned to Module 1 learning objectivesThe focus of these prototypes is improving documentation accuracy and understanding the transaction workflow for both buyers and sellers.
These prototypes were designed using intentional technology integration to support engagement and learning effectiveness.
Module 1: Documentation & Agent Responsibilities
- Required documents for buyers & sellers
- Understanding agent roles in transactions
- What paperwork is needed and when
First days: don't get overwhelmed
Start by understanding the context before the tasks. Ask a lot of questions, even if it seems basic. We've all done it.
Module 4: Understanding The Buyer & Seller Transaction Process
- Teaching clients the buying/selling process
- Explaining expectations and steps
- Helping clients understand their role
Module 2: Administrative Systems & Marketing
- How to use systems like HAR.com
- Listing properties correctly
- Managing transactions and marketing
Module 3: Client Communication & Customer Service
- How to talk to clients professionally
- Following up and providing good service
Learn who knows what
More important than memorizing processes is knowing who to turn to. You'll save hours if you quickly identify who masters each tool or area.
Your reference person for onboarding: Raúl Technical support: raul@company Complete documentation (link) Team you can write to without fear: #doubtschannel
CEO
Diego Alcántara
Title
Use this face to provide more information about a topic.
diego.alcantara@company
Subtitle
COO
CHRO
Laura Martínez
Marta Lázaro
Title
Title
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Subtitle
Subtitle
laura.martinez@company
marta.lazaro@company
Support Technician
Álvaro Medina
Pedro Álvarez
Human Resources
Title
Title
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Team
pedro.alvarez@company
alvaro.medina@company
Subtitle
Subtitle
Systems Manager
Marketing Manager
Senior Account Executive
Project Manager
Training Manager
Title
Title
Title
Title
Title
Nuria Delgado
Silvia Ramos
Verónica Paredes
Samuel Herrera
Javier Cortés
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Subtitle
Subtitle
Subtitle
Subtitle
Subtitle
nuria.delgado@company
silvia.ramos@company
vero.paredes@company
samuel.herrera@company
javier.cortes@company
Title
Title
Title
Title
Title
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Senior Technical Specialist
Selection Technique
Communication Specialist
UX/UI Designer
Patricia Gomez
Claudia Rivas
Jonatan Arias
Lucía Campos
Rubén Serrano
Operational Support
Subtitle
Subtitle
Subtitle
Subtitle
Subtitle
lucia.campos@company
claudia.rivas@company
patricia.gomez@company
jonathan.arias@company
ruben.serrano@company
Reserve time to explore
Most tools have features you'll discover along the way. Try, experiment, and save your favorites.
Don't be afraid to propose
If you see something that can be improved, say it. It is highly valued here for new people to contribute fresh ideas
Levitate Real Estate Onboarding Training
Kelsey Martinez
Created on March 20, 2026
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Transcript
Hello! Welcome to Levtitate Real Estate Onboarding Training my name is Kelsey Martinez and I will be your guide today!
Levitate Real Estate Onboarding Training
Start
Please join me at Module 1 & Lets get started with your training!
Module 1
Module 2
Module 3
Module 4
How we work
I'll tell you the most important things so you can fit in from the first minute.
Much collaboration.
Much collaboration.
We prioritize clear and direct communication.
Data-driven.
Use this face of the card to provide more information about a topic. Focus on a concept. Make learning and communication more efficient.
Use this face of the card to provide more information about a topic. Focus on a concept. Make learning and communication more efficient.
Continuous feedback.
Continuous feedback.
We use official channels (Teams/Slack/Email).
Agreed upon when possible.
Title
Title
Write a brief description here
Write a brief description here
How we make decisions
How we work in teams
How we communicate
How we work in teams
We celebrate achievements together.
We celebrate achievements together.
With shared learnings.
We avoid unnecessary meetings.
Tools
Corporate email
Intranet
Now, let's take a look at the most important tools of the day.
Quick channel for daily tasks.
Official communication, passwords, important notices.
Internal chat (Slack/Teams)
Project Manager
Where you'll see your tasks and priorities.
Documents, internal policies, notices.
Team
Let me introduce who is who so you don't get lost. Don't worry if you don't memorize everything today. You can always review it here.
An organizational chart designed for teamwork
Our organizational chart reflects how we work: connected teams, clear roles, and constant collaboration. Each area contributes its expertise so that projects progress and ideas turn into results. Here we don't just talk about positions, but about people who add up and make everything work.
Let's see it!
First steps
This is what you'll do during your first week. Don't worry, no one expects you to learn everything at once. Step by step. I'll explain it to you.
Day 2
Day 3
Day 1
Meeting with your manager.
Basic training and documentation review.
Presentations, access to tools, first tour.
Day 6-7
Day 5
Day 4
Settings, questions, a relaxed pace.
Week closing and feedback.
First supervised tasks.
Trust me, these tips are worth gold. I leave them here just as I was told.
Recommendations
In this company, we like to share what we've learned.
Here are real tips from colleagues who went through the same thing as you some time ago. They will save you time, doubts… and some common beginner mistakes.
Great! You now have the essentials to start off on the right foot. And remember: you're not alone on this journey.
This is just the first step: the truly important part starts now, in your daily life.
What do I do if I have questions?
Ask, ask, and keep asking
Nobody expects you to know everything in the first month here. If you have questions, write them on Slack or ask someone on the team. They'll be happy to answer.
This presentation includes two interactive digital learning prototypes that are aligned to Module 1 learning objectivesThe focus of these prototypes is improving documentation accuracy and understanding the transaction workflow for both buyers and sellers. These prototypes were designed using intentional technology integration to support engagement and learning effectiveness.
Module 1: Documentation & Agent Responsibilities
First days: don't get overwhelmed
Start by understanding the context before the tasks. Ask a lot of questions, even if it seems basic. We've all done it.
Module 4: Understanding The Buyer & Seller Transaction Process
Module 2: Administrative Systems & Marketing
Module 3: Client Communication & Customer Service
Learn who knows what
More important than memorizing processes is knowing who to turn to. You'll save hours if you quickly identify who masters each tool or area.
Your reference person for onboarding: Raúl Technical support: raul@company Complete documentation (link) Team you can write to without fear: #doubtschannel
CEO
Diego Alcántara
Title
Use this face to provide more information about a topic.
diego.alcantara@company
Subtitle
COO
CHRO
Laura Martínez
Marta Lázaro
Title
Title
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Subtitle
Subtitle
laura.martinez@company
marta.lazaro@company
Support Technician
Álvaro Medina
Pedro Álvarez
Human Resources
Title
Title
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Team
pedro.alvarez@company
alvaro.medina@company
Subtitle
Subtitle
Systems Manager
Marketing Manager
Senior Account Executive
Project Manager
Training Manager
Title
Title
Title
Title
Title
Nuria Delgado
Silvia Ramos
Verónica Paredes
Samuel Herrera
Javier Cortés
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Subtitle
Subtitle
Subtitle
Subtitle
Subtitle
nuria.delgado@company
silvia.ramos@company
vero.paredes@company
samuel.herrera@company
javier.cortes@company
Title
Title
Title
Title
Title
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Use this face to provide more information about a topic.
Senior Technical Specialist
Selection Technique
Communication Specialist
UX/UI Designer
Patricia Gomez
Claudia Rivas
Jonatan Arias
Lucía Campos
Rubén Serrano
Operational Support
Subtitle
Subtitle
Subtitle
Subtitle
Subtitle
lucia.campos@company
claudia.rivas@company
patricia.gomez@company
jonathan.arias@company
ruben.serrano@company
Reserve time to explore
Most tools have features you'll discover along the way. Try, experiment, and save your favorites.
Don't be afraid to propose
If you see something that can be improved, say it. It is highly valued here for new people to contribute fresh ideas