Your Journey from Application to First Deal Closed
"Launch, Learn, Lead" - Your Path to Real Estate Asset Management Success
From Interview to Independent Operations
Application → Screening → Interviews → Background Check → Committee Decision
Acceptance Letter → Agreement Review → Investment Payment → Start Date
Welcome Package → Platform Credentials → Pre-Work Assignment
Foundation Phase → Compliance Exam → Platform Mastery → First Presentations
Active Training → Advanced Certification → Deal Pipeline Building
Independent Operations → First Deal Closing → Graduation Review
Deal Closing → Scale & Systematize → Year 1 Success Targets
7-14 Days | Building the Right Partnership
14 Days | Setting the Foundation
Foundation & Setup | Building Core Knowledge
This critical first month establishes foundation knowledge, ensures regulatory compliance, and activates partner networks.
| Week | Focus Area | Key Milestones | Support Level |
|---|---|---|---|
| Week 1 | Orientation & Platform Mastery |
• Day 1: 60-min orientation call • Platform navigation training • Begin Compliance Exam prep |
3 calls + daily CRM support |
| Week 2 | Compliance Certification (MANDATORY) |
• Pass Compliance Exam (80% required) • No sales activity until passed • Sales authorization granted |
Exam support + check-in |
| Week 3 | Foundation Certification & Network |
• Pass Foundation Exam (75% required) • Network activation (20 contacts) • First property analysis |
2 calls + group coaching |
| Week 4 | Deal Flow & Presentations |
• First investor presentation • Property sourcing activities • 30-day comprehensive review |
Presentation prep + review |
60 Minutes That Set the Tone
This orientation establishes expectations, builds confidence, and creates accountability from the very first interaction.
DeFi Real Estate Asset Manager Certification
NO sales activity is permitted until Compliance Exam is passed at 80% or higher. This protects you, our investors, and the company from regulatory violations. We take this very seriously.
| Exam | Question Bank | Exam Length | Time Limit | Passing Score | Who Takes It |
|---|---|---|---|---|---|
| Compliance | 135 questions | 45 questions | 60 minutes | 80% (36/45) | Everyone (FIRST) |
| Foundation | 180 questions | 60 questions | 90 minutes | 75% (45/60) | All Partners |
| Advanced Sales | 270 questions | 90 questions | 120 minutes | 75% (68/90) | Gold/Platinum Only |
Active Training & Deal Pipeline Building
Month 1 was about foundation and setup. Month 2 is about active deal execution and building your pipeline.
| Week | Focus Area | Key Activities | Success Metrics |
|---|---|---|---|
| Week 5 | Deal Execution Focus |
• Push for first LOI (Letter of Intent) • 15+ seller contacts weekly • 5+ investor conversations • Submit 5 properties for review |
1 property under LOI or near-LOI |
| Week 6-7 | Advanced Certification |
• Advanced Sales Exam (Gold/Platinum) • Shadow senior partners (3 times) • Referral generation (Bronze/Silver) • Continue pipeline building |
Gold/Platinum: Exam passed Bronze/Silver: 5+ referrals |
| Week 8 | Deal Advancement |
• Advance top 3 deals • Property tours/inspections • Financial modeling refined • Partnership terms negotiated |
At least 1 deal at LOI stage |
| Week 9 | 60-Day Checkpoint |
• Comprehensive performance review • Active pipeline: 10+ properties • Investor network: 20+ contacts • Set Days 61-90 goals |
80+ overall performance score |
A Letter of Intent (LOI) is a non-binding written agreement that expresses serious intent to purchase a property. It establishes key terms (price, timeline, due diligence period, contingencies) before moving to formal contract. Think of it as "we're serious and these are our terms" - it shows commitment without legal obligation to close.
Comprehensive Checkpoint & Path Forward
The 60-day review determines tier status, identifies support needs, and sets clear expectations for the final 30 days.
| Metric | Weight | Goal | What We're Measuring |
|---|---|---|---|
| Activity Consistency | 20% | 8/8 reports | All weekly reports on time, no gaps |
| Deal Pipeline | 25% | 10+ properties | Quality and quantity of properties |
| Investor Network | 20% | 20+ contacts | Active conversations, interest level |
| Platform Mastery | 15% | Proficient | Calculator use, CRM updates, tools |
| Certification Progress | 10% | All required | Exams passed for tier level |
| Professionalism | 10% | Excellent | Communication, responsiveness, ethics |
Independent Execution & First Deal Closing
Support reduces from 2x/week to 1x/week as partners operate independently. The singular focus: CLOSE YOUR FIRST DEAL.
Comprehensive Evaluation & Transition to Independence
90-minute meeting with full leadership team. This determines official graduation status, DREAM certificate issuance, and path forward.
| Category | Weight | Evaluation Criteria |
|---|---|---|
| Certification Completion | 20% | All required exams passed for tier level |
| Activity Consistency | 25% | 12/12 weekly reports submitted on time |
| Deal Pipeline Quality | 25% | Properties analyzed + investors in network |
| First Deal Status | 20% | Closed OR 2+ deals at advanced LOI stage |
| Professionalism | 10% | Communication, ethics, compliance adherence |
Months 4-12 | Building Momentum & Scaling
Most partners close their first deal between Day 60-150. The real business building begins after first commission is earned.
| Timeframe | Performance Level | Typical Timeline to First Close |
|---|---|---|
| Days 60-90 | High Performers | Close during onboarding (10-15% of partners) |
| Days 90-120 | Average Performers | 1 month post-graduation (60-70% of partners) |
| Days 120-150 | Developing Performers | 2-3 months post-graduation (20-25% of partners) |
What Success Looks Like After 12 Months
| Tier | Deals Closed | Commission Earned | Investor Network | Status After Year 1 |
|---|---|---|---|---|
| BRONZE (Referral Only) |
0 deals (referrals only) |
$10,000 - $20,000 | 20+ contacts | Ready for Silver upgrade |
| SILVER (Light Sales) |
3-5 deals (team member) |
$50,000 - $100,000 | 50+ contacts | Ready for Gold upgrade |
| GOLD (Full Sales) |
8-12 deals (lead partner) |
$200,000 - $300,000 | 100+ contacts | Ready for Platinum upgrade |
| PLATINUM (Leadership) |
15-20 deals (team leader) |
$400,000 - $600,000 | 200+ contacts | Elite status / Territory expansion |
These are realistic targets for partners who:
You're Never Alone in This Journey
We've designed systematic support that decreases over time as you gain independence, but is always available when you need it.
| Phase | Frequency | Total Time | Focus |
|---|---|---|---|
| Days 1-30 | 5-7 calls | ~4 hours | Foundation, platform, compliance |
| Days 31-60 | 4-5 calls | ~3.5 hours | Deal execution, certification, pipeline |
| Days 61-90 | 3-4 calls | ~3 hours | Independence, closing, graduation |
| Post-90 Days | Monthly | ~1 hour/month | Performance, scaling, growth |
Your performance is monitored through a visual status system:
Ready to Build Your Real Estate Empire?
Let's build your real estate empire together.
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