Operations
Operations Playbook
Getting Started at InvestorKit (Rippling and your iKit email)
Learn how to set up your iKit email and use Rippling effectively at InvestorKit.
Licensing and CPD
Understanding Real Estate Licence Classes in Australia
Learn about real estate licensing steps in Australia, including requirements and comparisons across states and territories.
Managing and Updating Insurances and WorkCover for InvestorKit
Learn to effectively manage and update your insurance and WorkCover for optimal compliance and cost savings at InvestorKit.
Licenses and CPD
Learn about licensing and CPD requirements for buyer's agents in Australia to ensure compliance and professional development.
NSW - Mutual Recognition and How to Apply?
Learn the step-by-step process to apply for NSW mutual recognition of a Queensland property licence.
Where to Verify Your Licence and Status
Learn how to verify your real estate licence and update your details across Australian states and territories.
Licensing & CPD Reimbursement Policy
Learn about InvestorKit's policies for licensing costs and CPD reimbursement processes for staff.
CRM SOPs
When to Cancel an Agreement in Attio
Learn how to correctly mark agreements as Lost or Cancelled in Attio to maintain accurate sales data and reporting.
Client Onboarding - New Agreement via Fillout
Learn how to effectively onboard clients using Fillout for new agreements in a streamlined process.