Field Team Training

Everything a new field team member needs — in one place.

Self-paced modules covering our mission, daily workflow, scripts, policies, and compensation. Pass each quiz, then print your completion certificate.

For the

Landlord Team

Partner with property owners and coordinate placements.

For the

Client-Sourcing Team

Welcome and enroll people looking for a home.

7 focused modules

Follow the same outline used in every onboarding session.

Quizzes that unlock

Score 80% or higher to move on. Retake as many times as you need.

Printable certificate

Finish everything and download proof of your training.

What you'll learn

Two training tracks — pick your team when you sign up.

Landlord Team · Module 1
Welcome & Overview
Meet the mission and understand your role.
Landlord Team · Module 2
Your Daily Work
What a typical day looks like and how to track your work.
Landlord Team · Module 3
Communication & Scripts
Learn the phone scripts and practice each response.
Landlord Team · Module 4
Understanding Our Programs
Two pathways, one placement process.
Landlord Team · Module 5
The Landlord Interest Form
Everything hinges on the form. This is how you get credit and how the owner gets moved forward.
Landlord Team · Module 6
Compensation & Expectations
How you get paid, when, and what we expect.
Landlord Team · Module 7
Policies & Guidelines
Lead ownership, confidentiality, and the rules of the road.
Landlord Team · Module 8
Tips for Success
Mindset, time management, and relationship-building.
Client-Sourcing Team · Module 1
Welcome & The Client-Sourcing Mission
Who we serve, how we serve them, and why the Pre-Screening Form is the heart of your job.
Client-Sourcing Team · Module 2
Understanding the Ideal Client
Who qualifies, who doesn't, and how to spot red flags early.
Client-Sourcing Team · Module 3
First Contact & Warm Intake Scripts
How to open the call, sound human, and hear what the client actually needs.
Client-Sourcing Team · Module 4
The Pre-Screening Form Conversation
How to introduce the form, why it's mandatory, and how to handle hesitation.
Client-Sourcing Team · Module 5
Objection Handling & Follow-Up Cadence
The eight most common objections and a 5-touch follow-up plan that isn't annoying.
Client-Sourcing Team · Module 6
Handoff to the Placement Team
A clean handoff means the client feels cared for and placement can move fast.
Client-Sourcing Team · Module 7
Compliance, Data Privacy & Wrap-Up
What you can and can't say, how to store client info, and how you get paid.