New Agent Onboarding

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Welcome to the Team ✨

We are so excited you’re here and truly honored you chose to join us!

You’re officially taking the first step toward building something incredible, and we’re right here to guide you every step of the way.

What Happens Next?

Let’s get you set up for success:

1. Get Registered
Sign up using THIS LINK (takes some time to load)

Parent Agent’s Company is Dream It See It Travel LLC

Parent Agent is Nicole Pate, in the drop down parent agent selection box, type travelagentnicole@gmail.com.

This will also be where you enter your credit card for your monthly fees with OA.

2. Email Us To Let Us Know
Send us a quick email, and Stephanie Wilson will send over your contract to review and sign.

3. Submit Your Contract Fee

This fee includes your hosted email address for the first year, a set of business cards and a spot on our “meet the team” page of our site

  • $150 via Venmo: @travelagentnicole
  • Or complete a card authorization form and we’ll process it securely via PayPal

4. Complete Your Training
Head to MagTap and begin your required training:
https://tap.myagentgenie.com/new-agent-checklist/

There is a “new agents start here” section in the upper left and on the right of the home page as well, so you can follow those instructions.

5. Outside Agents Setup
Complete your paperwork with Outside Agents, but please note:

  • Accounting + W9 should be submitted to us (not them), we will send you a reminder before your first paycheck of the info we need with a secure link to upload
  • Send us a copy of your Florida Seller of Travel confirmation, which is part of your New Agent Training for Outside Agents.

6. Let Us Know You’re Done
Once everything above is complete, email us and we’ll unlock your Bootcamp Trainings 🎉

Plan for about 30 minutes a day for one week. . .it’s simple, but super important to stay focused and complete all homework.

What Comes After That?

Once you finish Bootcamp, we’ll schedule your planning call where we’ll map out:
✨ Your GRAND OPENING strategy
✨ Your business goals
✨ Your personalized plan for success

Already Have Clients Ready to Book?

If you have friends, family, or referrals ready to travel—amazing! 🙌
Just let us know, and we’ll book them and share commissions and this can be a training tool.

We are so excited to watch you grow, succeed, and build a business you love.
Welcome to the Dream It See It Travel family 💙✈️