Welcome to PDF | Agent Onboarding
Agent Onboarding

Welcome to PDF.

You're in the right place. This page walks you through every step of joining the team — your setup, your tools, your community, and everything you need to hit the ground running.

Get Started →
Scroll
Step-by-Step

Complete Your Onboarding

Fill this out once and we take it from there — your profile, branded assets, and team access all get set up on our end.

  • Step 01
    Contact Info
  • Step 02
    Bio & Photo
  • Step 03
    Social & Website
  • Step 04
    Branding Setup
  • Step 05
    Submit
Contact Information
This gets you into our team systems. Make sure everything is accurate — this is how we'll reach you and set up your branded assets.
Your Bio & Photo
This goes on the team website and in your welcome announcement. Keep it conversational — a few sentences about who you are and what you do.
📷
Upload a Photo
Click to browse · JPG or PNG · Used on the team website and your welcome post
Social Media & Website
Add any links where clients and colleagues can find you online. Leave blank anything that doesn't apply.
🌐
in
💘
📸
▶
X
Branding & Team Setup
Select everything you'd like us to set up for you. We'll handle all of it — just check what applies.

Once you submit, our team is notified right away. You'll receive a confirmation email with your Skool community invite and everything you need for your first day. Branded assets are delivered within 3 business days.

Your Team Hub

Join the PDF Group
on Skool.

Skool is the central hub for the entire PDF Group. After submitting your onboarding form you'll receive an invite via email — but go ahead and join now. Everything lives here: the team calendar, meeting links, Paul's full commercial training series, team announcements, and your fellow agents nationwide.

Join the PDF Skool Community →
  • 📅
    Full Team Calendar & Meeting Links
    Every weekly meeting, office hours session, and team event — all in one place with direct Zoom links.
  • 🎓
    Paul's 6-Part Commercial RE Training
    A free course covering commercial real estate fundamentals. All team members should complete it.
  • 💬
    Team Community & Announcements
    Connect with PDF agents nationwide, ask questions, share wins, and stay current on team news.
  • 🔗
    All Resources in One Place
    Forms, guides, training videos, and tools — no more hunting through emails wondering where to find things.
Stay Connected

Office Hours & Team Meetings

Two simple recurring touchpoints each week — plus Paul's daily office hours every morning for direct deal support.

Daily · Monday – Friday
Paul's Office Hours
🕦 7:00 – 8:00 AM
Every weekday morning, Paul is online and available. If you have a question about a deal, a contract, or anything that needs his direct input — pop in and ask. No agenda, no scheduling required. Just open access to Paul when you need it most.
→ Join Office Hours (Zoom)
Wednesday & Friday
PDF Group Team Meeting
🕔 11:00 AM – 12:00 PM
An open forum for the whole team. Bring your questions, hear from agents across the country on their deals and experiences, and build the collaborative relationships that make this team different. All agents across all roles are encouraged to attend.
→ Join on Zoom
Quick Reference

Agent Resource Center

Video walkthroughs, checklists, and guides — everything you need to handle listings, agreements, disclosures, and more.

🏠
New Listing Checklist
Step-by-step walkthrough of what to do from the moment you have a new listing.
Video: New Listing WalkthroughListing Intake FormMLS Entry Guide
📋
Listing Agreements & Disclosures
How to fill out a listing agreement correctly and which disclosures are required by state.
Video: Filling Out a Listing AgreementRequired Disclosures by StateCommercial Disclosure Checklist
💻
Platforms & Where to Find Things
Video walkthroughs covering eXp World, Workplace, kvCORE, and every platform you'll use.
Video: Navigating eXp WorldVideo: Using kvCORE / CRMVideo: eXp Workplace Guide
🏢
Commercial RE Training Series
Paul's complete 6-module course. Required for all team members — residential and commercial.
Module 1: CRE FundamentalsModule 2: Finding & Analyzing DealsAll 6 Modules on Skool
💼
Marketing & Branding Assets
PDF-branded templates, listing flyers, and social graphics for your listings and personal marketing.
Canva Brand Template LibraryListing Flyer TemplatesSocial Media Graphics Pack
📞
Team Directory & Who to Call
Not sure who handles what? Here's the full team directory — TC, marketing, tech support, and more.
Team Contact DirectoryTransaction Coordinator InfoeXp Agent Support
Can't find what you're looking for?
Visit the full Resource Library for every guide, video, and document the PDF Group has created.
Full Resource Library →
After You Submit

What Happens Next

We've built this to be as smooth as possible. Here's exactly what to expect.

1
Team Notified
Paul and the team are instantly notified and begin building out your setup.
2
Confirmation + Skool Invite
You receive a confirmation email with your Skool invite and everything you need for your first day.
3
Welcome Post Created
We design and post a branded welcome graphic across our social channels.
4
Assets Delivered
Your bio goes live on the team site and all branded assets are delivered within 3 business days.
5
Get Plugged In
Show up to the next team meeting, introduce yourself, and start building with your new PDF family.
→ Join Next Meeting