Welcome aboard! This is your simple, step-by-step path to a fully branded, compliant launch. We handle almost everything for you β you just do a few quick things. Check items off as you go; your progress saves right here on your device.
π Your name: π― Live in β€ 2 weeksπ Compliant by design
Launch progress0%
Who does what:π€ Willis auto from the intake form
π§βπΌ LO the new hire
π You/Mgr Christa/manager
π’ Corp/IT company/IT/compliance
Intake Day β3β0
Day 1 go-live
Week 1 announce
Wks 2β4 grow
How this works, plain and simple: You fill out one short form below (about 5 minutes). That's the trigger β our team then builds your entire branded, compliant marketing kit for you: your website page, email signature, business cards, announcement, pre-approval tool, and more. Then there are just a handful of quick things only you can do. That's it β you'll be live in about two weeks.
β¨ Your part β that's the whole list
β Fill the quick intake form below (~5 min) β‘ Send your headshot + your contact list (past clients, leads, referral partners) β’Approve your announcement before it goes out β£Connect your accounts β Facebook, Instagram, Google Business, LinkedIn (we walk you through it) β€Order your business cards(one tap to the printer) β₯Set up your AI assistant(optional, fully guided)
Everything else on this page, we build for you automatically. The full checklist below just keeps you in the loop so you always know what's happening. π€
π Step 1 β Tell us about you (~5 min Β· this is the big one)
This is all we need to build your entire kit. Fill it in, tap Compile, and send it to your onboarding team. Then you can relax while we build.
π Tip: don't paste passwords or SSNs here β this is just the marketing/profile info Willis needs to build public-facing assets.
π Phase 0 β Intake & setup (before Day 1)
The linchpin. Finish this and most of Day 1 builds itself.
π The Intake Form & accountsDay β3 to 0
β‘ Phase 1 β Day 1 foundations (mostly automatic)
Willis builds these straight from the intake data β usually same day.
Your part, at a glance. Willis builds the assets; here's how you use them.
Week 1 β get visible
β¦ Post your "I've joined CLEAR" announcement Β· β¦ Add your new signature everywhere Β· β¦ Order business cards Β· β¦ Connect FB/IG/GMB/LinkedIn in the CRM Β· β¦ Send Willis your contact list to import Β· β¦ Claim your Google Business Profile.
Week 2 β get moving
β¦ Your 52-week drip turns on Β· β¦ Book 5 realtor coffees (use the partnership kit) Β· β¦ Set up your personal AI agent Β· β¦ Ask 3 recent clients for a Google review Β· β¦ Send your first pre-approval letter from the tool.
π Compliance β never optional
Every public asset carries these, and the Compliance Hub verifies before anything goes live.
On every asset (site page, signature, cards, flyers, letters, social): individual NMLS # Β· company NMLS #1955132 Β· legal name Clear Home Loans, a Division of Aspire Home Loans, LLC Β· Equal Housing Lender Β· required state disclosures.
Also confirm:
β’ LO's license is active for each advertised state (never imply licensure they don't hold) Β·
β’ no rate/APR or guarantee claims without the required trigger-term disclosures Β·
β’ marketing links to NMLS Consumer Access where required Β·
β’ advertising review logged + records retained per policy (the Compliance Hub audit trail handles this) Β·
β’ Fair Housing / ECOA / UDAAP clean β no prohibited-basis or misleading language.
βοΈ Who to contact
Fill in your team's names once and this becomes the go-to.
Need
Who
Marketing, tools, this checklist
Christa Votaw Β· National Sales Director (+ Willis, her AI assistant)
NMLS transfer, licensing, disclosures
Corporate / Compliance ___________
Work email, Pulse, IT/logins
IT / VERONTECH (Pulse) ___________
CRM (GoHighLevel) setup
Willis + admin ___________
HR / comp / E&O
Corporate / HR ___________
Built for the CLEAR team by Willis π€ Β· Onboarding Command Center Finish the intake form and the kit builds itself Β· nothing launches un-audited.