New Agent Onboarding

Office Information

When you join RE/MAX Universal, each office hands you an intro packet packed with everything you need to get started. Pick your office below to read yours — or ask MAXX any office question anytime.

Intro Packet

Kingwood Office

Office Address & Hours

  • Address: 2940 Oak Street, Kingwood, TX 77339
  • Main phone: 281-358-8888
  • Office hours: Monday–Friday, 9:00 AM – 5:00 PM (closed weekends)
  • Wi-Fi network: RE/MAX Associates Northeast — password: Ultra24Sec!
  • EIN (Tax ID): 81-2620527 — WALLGOOD, LLC (REMAX Universal Northeast)

Who Do I Ask? — Key Contacts

  • Buddy Wall, Broker of Record — real estate questions — buddy@remaxuniversaltx.com | 281-348-3086 (cell 713-254-8949)
  • Matt Guzman, Owner — real estate questions or anything else — matthewguzman@remax.net | 281-650-0533
  • Maria West, Operations Manager — anything you need — maria@remaxuniversaltx.com | 281-348-3048
  • Alexis Legault & Jenny Estrada — Compliance, CDA, Commissions, Office Billing — compliance@remaxuniversaltx.com | 281-361-2258
  • Mya Amador & Emily Orozco — Front Desk (conference/training rooms, copiers, checking out RE/MAX items) — frontdeskkingwood@remaxuniversaltx.com | 281-358-8888 | 979-837-7519
  • Richard Wilkinson — MAXTECH BoldTrail setup — richard@remaxuniverstaltx.com | 346-702-9771 (text)
  • Bambi Kelly — Marketing needs — Bambi@remaxuniversaltx.com | 281-894-1000
  • Freddie Palomarez — Technology and AI Development — freddie@remaxuniversaltx.com | 346-814-8239
  • Save "REMAX Universal Cell Phone" as 979-837-7519 — this is the company cell.

Office Policies & Procedures

  • Client safety: all clients must sign in at the front desk and be escorted out after the meeting. If showing property in a prospect’s car, copy their driver’s license and leave it with the front desk.
  • Workspace: check it often — it’s the easiest way to send/receive office information.
  • 2 conference rooms + 1 training room — reserve through the front desk.
  • Balloons, flags, signs, riders, lockboxes, etc. are checked in/out through the front desk — plan ahead since the office is closed weekends.
  • Packages: front desk texts you a photo when one arrives. Regular mail is NOT announced — check your mailbox often.
  • Checks/closing documents received by the front desk are scanned, emailed to the agent, and uploaded to Workspace if a transaction exists; the RE/MAX check goes to Compliance and originals go to your mailbox.

Risk Department — Closing (Commission) Checks

  • Copies of ALL checks (including checks to RE/MAX Universal) are part of the transaction file.
  • A transaction CANNOT be closed without check copies submitted to the Workspace transaction and checks turned in — it won’t count toward monthly totals otherwise.
  • It’s the agent’s responsibility to get all checks from the title company; if mailed, request overnight shipping to avoid delays (especially end-of-month closings).
  • Scan checks and attach to the Workspace transaction (front desk does this if they receive the checks/documents).
  • If a check lacks transaction info on the stub, attach it to a Check Transmittal form (first-floor work room) — front desk handles this if they receive it.
  • Place checks in a tray in the cabinet. If commission is wired, upload a copy of the wire to Workspace.

Extending a Closing Date

  • If a CDA has already been issued, email/call Alexis to send the transaction back to you.
  • Change the closing date on Workspace.
  • Upload an amendment extending the closing date to the Workspace transaction.
  • Re-submit the transaction on Workspace.

Payments — Lease Rent, Office Bill & Zelle

  • First month’s rent on leases: accepted via Zelle to payment@remaxuniversaltx.com (registered to WALLGOOD, LLC) — include the transaction address or agent name in the memo.
  • Office bill: pay via the same Zelle (payment@remaxuniversaltx.com, WALLGOOD, LLC) or set up bank auto-pay to mail a check to RE/MAX Universal.
  • The office bill is emailed on the 23rd of each month — payment is due before the 1st of the following month.
  • Questions: Alexis Legault or Jenny Estrada, 281-361-2258 / compliance@remaxuniversaltx.com; if unavailable, contact Maria West.

Property Time (Floor Duty)

  • Opens each quarter — a voluntary 3-month commitment; once signed up, agents must fulfill all assigned shifts for the quarter.
  • Shifts (Mon–Fri): 9–11 AM, 11 AM–1 PM, 1–3 PM, 3–5 PM.
  • A new schedule is published monthly, emailed to sign-ups, posted in the workroom (~15th) and on Workspace.
  • Agents must be physically present in the building for their shift; if you can’t cover it, you must arrange your own replacement and notify the Front Desk.
  • Late policy: up to 15 min late — notify the on-duty agent and Front Desk. More than 15 min — arrange coverage in advance. Failing to arrange coverage removes you from Property Time for the rest of the month (or next month at month-end). 3 late arrivals in a year = removed for 1 year.
  • No-show policy: an uncovered missed shift = immediate removal for the rest of the quarter (or next quarter at quarter-end). 3 no-shows in a year = removed for 1 year.

New Agent Onboarding Checklist

  • TREC (broker-invited): accept the broker’s invite and record your TREC license number, username/password.
  • Houston Association of Realtors (HAR): broker-sponsored login + Agent MLS Public ID.
  • National Association of Realtors (NAR): broker-sponsored login + NRDS number.
  • RE/MAX MaxCenter: broker-sponsored login/password.
  • zipForms / Dotloop: broker-sponsored login/password.
  • MaxCenter checklist: complete your full agent profile (bio, contact info, headshot, social accounts, service areas), complete "RE/MAX 101: Liftoff Starts Now," "Tech 101: Getting Started in RE/MAX University," and the New to RE/MAX Technology Onboarding Course.
  • Complete BoldTrail initial setup + BoldTrail Agent Quick Start Course, plus an initial BoldTrail overview sit-down with Richard Wilkinson.
  • Have your email signature checked for compliance (IABS & Consumer Protection notice links above your signature).
  • Marketing (Bambi Kelly): meet with RE/MAX Universal marketing to review services, join the private RE/MAX Universal Facebook group, post a Facebook welcome introduction, and view the RE/MAX Marketplace.
  • Have your office manager sign off once every task is complete, and save the checklist as a PDF.

Information About Brokerage Services (IABS) & Consumer Protection Notice

  • Texas law requires every license holder to give clients the "Information About Brokerage Services" notice, explaining broker vs. sales agent roles, minimum broker duties, written-agreement requirements, and the three representation types: seller’s agent, buyer’s agent, and intermediary.
  • Kingwood office IABS contacts: RE/MAX Universal, License #9005459-BB, bwall@remax.net, (281) 358-8888. Designated Broker: Buddy Wall, License #9005459-BB. Licensed Supervisor of Sales Agent: Matthew Guzman, License #641134-SA.
  • You must add links to your IABS and Consumer Protection Notice on your email signature, website, and Facebook business page — copy the links from HAR.com under My Account → Account Info → Information About Brokerage Services, or use the preformatted titles under Personalize Information → Create Email Signature.

Giraffe360 Property Media

  • The brokerage provides a Giraffe360 camera for HDR photos, 360° virtual tours, floor plans (98%+ accurate), drone/cinematic video, and property websites — all from one connected platform.
  • Pricing: first tour on-site training is complimentary. Self Serve — $125 full package (40 photos + floor plan + virtual tour), $100 for 40 photos only, $100 for virtual tour + floor plan. Full Service — $225 full package, $175 for virtual tour + floor plan.
  • Charges are added to your office bill. Reserve the camera through the Front Desk. Questions: Tom Whitaker, tom@remaxuniversaltx.com.

Building Security / Alarm System

  • Two keypads (front door, side door) — only one needs to be armed. Modes: STAY (armed while someone remains inside, perimeter only) and AWAY (leaving — perimeter + interior).
  • If you are the last person out at night, arm in AWAY mode, and walk the building first to confirm no one else is present.
  • To arm: close all 4 exterior doors (front, side, back, fire escape), confirm the green "Ready" light is on/flashing, then enter code 2007 and press STAY or AWAY.
  • To disarm: your key fob should disarm on entry. If the keypad sounds a continuous tone, enter code 2007 and press OFF within 45 seconds at either keypad.
  • If the code isn’t entered within 45 seconds, the alarm triggers and the security company calls the first-floor computer room phone asking for the password "SUPRA" (not the numeric code) — answer and give the correct password, or Houston PD will be dispatched.

Reliant Referral Rewards Program

  • Agents can refer clients to the Reliant Mover Concierge and earn points once the referral becomes an active Reliant customer.
  • Electricity referral: 1,630 points = $75 virtual prepaid card. Security referral: 6,000 points = $300 virtual prepaid card.
  • Sign up through Reliant Mover Concierge: Angela Salazar, 832-657-5179, angela.salazar@nrg.com. Details at reliant.com/refer.

Ask MAXX about your office

Once each office packet is transcribed, MAXX can answer questions like "What's the Kingwood office address?", "How do I get a lockbox at Cypress?", or "Who is the broker at Fairfield?" — straight from the packet, no interpretation.

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