📋 Standard Operating Procedures

Waypoint Noven SOPs

Compliance guides, operating procedures, and field references for every Waypoint Noven agent/broker. Required reading is marked. All documents are reviewed by the Qualifying/Principal Broker.

⚖️ Compliance
⚖️
Contact Consent & TCPA Guide
● Live
Everything agents/brokers need to know about TCPA compliance — who you can call and text, the 18-month EBR rule, how to get and log written consent, what to do when a contact says stop, how social media DMs fit in, and a full FAQ covering 15 real-world scenarios. Required reading for all agents/brokers.
TCPA EBR Written Consent Revocation DNC Registry Social Media DMs Email / CAN-SPAM Required Reading
🏡 Transactions
🏡
CDA & Transaction Process
Coming Soon
Step-by-step transaction workflow from accepted offer to closing — CDA submission, broker approval, title coordination, and commission disbursement process.
CDACommissionClosingTitle
📞 Prospecting
📞
Prospecting & Follow-Up SOP
Coming Soon
Contact cadence standards, follow-up scripts, CRM usage expectations, daily tracker goals, and how to move contacts through the pipeline.
ScriptsFollow-UpCRMDaily Goals
🏠 Listings
🏠
Listing Process SOP
Coming Soon
Listing presentation standards, MLS input requirements, marketing compliance, photography standards, and broker review process.
MLSMarketingListing AgreementPhotography
🤝 Buyers
🤝
Buyer Representation SOP
Coming Soon
Post-NAR settlement buyer consultation standards, BBA requirements, compensation disclosure, and offer process workflow.
BBABuyer ConsultationNAR SettlementCompensation
📱 Social Media
📱
Social Media Policy & SOP
Coming Soon
Posting standards, Fair Housing compliance in advertising, brokerage disclosure requirements, DM policies, and review/testimonial rules.
Fair HousingAdvertisingNAR EthicsFacebookInstagram
🚀 Agent Onboarding
🚀
New Agent Onboarding Guide
Coming Soon
First 30 days checklist, WaypointOS setup, MLS access, brokerage systems, required document completion, and expectations for new agents.
OnboardingFirst 30 DaysWaypointOS SetupRequired