Brokerage Readiness
Who is ready, what is missing, and what requires attention.
Readiness distribution
People
Detailed readiness for people in scope.
| Person | Worker type | Office | Team | Readiness | Onboarding | Expiring |
|---|---|---|---|---|---|---|
| Jordan EllisReal Estate Agent | Independent Contractor | Tulsa Office | Legacy Team | Attention Needed | 68% | 1 |
| Maya ReynoldsReal Estate Agent | Independent Contractor | Oklahoma City Office | Summit Team | Attention Needed | 92% | 0 |
| Chris WalkerReal Estate Agent | Independent Contractor | Tulsa Office | Legacy Team | Attention Needed | 100% | 1 |
| Taylor BrooksReal Estate Agent | Independent Contractor | Oklahoma City Office | Summit Team | Blocked | 61% | 1 |
| Alex MorganReal Estate Agent | Independent Contractor | Tulsa Office | Unassigned | Not Started | 0% | 0 |
| Bianca FordReal Estate Agent | Independent Contractor | Tulsa Office | Legacy Team | Ready | 100% | 0 |
| Nathan ColeReal Estate Agent | Independent Contractor | Oklahoma City Office | Summit Team | Ready | 100% | 0 |
| Sofia DelgadoReal Estate Agent | Independent Contractor | Tulsa Office | Legacy Team | Ready | 100% | 0 |
| Grant HalsteadReal Estate Agent | Independent Contractor | Oklahoma City Office | Unassigned | Ready | 100% | 0 |
| Kelsey NguyenReal Estate Agent | Independent Contractor | Tulsa Office | Legacy Team | Ready | 100% | 0 |
| Omar HaddadReal Estate Agent | Independent Contractor | Oklahoma City Office | Summit Team | Ready | 100% | 0 |
| Rachel KimReal Estate Agent | Independent Contractor | Tulsa Office | Unassigned | Ready | 100% | 0 |
| Trevor LangReal Estate Agent | Independent Contractor | Oklahoma City Office | Summit Team | Ready | 100% | 0 |
| Amara OseiReal Estate Agent | Independent Contractor | Tulsa Office | Legacy Team | Ready | 100% | 0 |
| Dylan PruittReal Estate Agent | Independent Contractor | Oklahoma City Office | Unassigned | Ready | 100% | 0 |
| Whitney ShawReal Estate Agent | Independent Contractor | Tulsa Office | Legacy Team | Ready | 100% | 0 |
| Hannah BoydTransaction Coordinator | W-2 Employee | Tulsa Office | Brokerage Operations | Ready | 100% | 0 |
| Marcus LeeMarketing Specialist | W-2 Employee | Oklahoma City Office | Brokerage Operations | Ready | 100% | 0 |
| Elena VargasFront Office Coordinator | W-2 Employee | Tulsa Office | Brokerage Operations | Ready | 100% | 0 |
| Devon PierceCompliance Assistant | W-2 Employee | Oklahoma City Office | Brokerage Operations | Ready | 100% | 0 |
| Sam WhitfieldTeam Leader | Independent Contractor | Tulsa Office | Legacy Team | Ready | 100% | 0 |
| Renee OrtizTeam Leader | Independent Contractor | Oklahoma City Office | Summit Team | Ready | 100% | 0 |
| Priya NairOffice Administrator | W-2 Employee | Tulsa Office | Brokerage Operations | Ready | 100% | 0 |
| Dirk CatronBroker / Owner | W-2 Employee | Tulsa Office | Brokerage Operations | Ready | 100% | 0 |
Readiness Record — Jordan Ellis
Person-level record with applicable versions, dates, and verification.
| Requirement | Applicable version | Assigned | Due | Completed | Status |
|---|---|---|---|---|---|
| Profile completed | New Independent Agent v6 | 2026-07-06 | 2026-07-08 | 2026-07-07 | Ready |
| Real-estate license uploaded | New Independent Agent v6 | 2026-07-06 | 2026-07-11 | 2026-07-08 | Ready |
| W-9 submitted | New Independent Agent v6 | 2026-07-06 | 2026-07-11 | 2026-07-09 | Ready |
| Agent Handbook acknowledged | Agent Handbook v7 | 2026-07-06 | 2026-07-16 | 2026-07-12 | Ready |
| Welcome training completed | Welcome to Catron & Company v3 | 2026-07-06 | 2026-07-18 | 2026-07-10 | Ready |
| Sign Independent Contractor Agreement | Independent Contractor Agreement v4 | 2026-07-06 | 2026-08-28 | — | Attention Needed |
| Pass Advertising and Social Media Standards | Advertising and Social Media Standards v4 | 2026-07-06 | 2026-08-28 | — | Attention Needed |
| Upload E&O insurance evidence | New Independent Agent v6 | 2026-07-06 | 2026-08-26 | — | Attention Needed |
Training score
Advertising and Social Media Standards · 1 attempt(s)
Administrator verification
Pending — a person becomes Ready only after all required items are complete and an authorized administrator performs final verification.
Complete activity timeline
Viewed Independent Contractor Agreement v4
Viewed · Jordan Ellis · Jordan Ellis · Aug 25, 5:10 PM
Advertising and Social Media Standards knowledge check not passed
Failed · Jordan Ellis · Jordan Ellis · Aug 19, 3:42 PM
Uploaded real-estate license
Uploaded · Jordan Ellis · Jordan Ellis · Jul 8, 2:02 PM
Completed Welcome to Catron & Company
Completed · Jordan Ellis · Jordan Ellis · Jul 10, 4:20 PM
Assigned onboarding plan: New Independent Agent v6
Assigned · Priya Nair · Jordan Ellis · Jul 6, 1:00 PM
Report window 2026-07-01 to 2026-08-25.