NAI Long Island Commercial Real Estate Advisor Training Portal

Welcome to NAI Long Island and thanks for considering commercial real estate as a career. The company has a long and consistent history of excellent client service. You will participate in a 6-month onboarding program taking you through the services, processing, and systems of NAI Long Island. Our transition program has proven to be effective, and we strive to ensure that you have everything you need to be successful in the challenging world of CRE.

First Steps:

  1. Familiarize yourself with the NAI Long Island Learning Portal. It is comprised of the following six sections which can be accessed via the menu choices above
    A. Black Belt Training
    B. Lipsey Co. Training
    C. Advisor Business Plaan Training
    D. Miscellaneous Sales and Industry Knowledge Training
    E: Technology Training
    F. NAI Global App Overview
  2. Arrange for the transfer of your NYS RE License to NAI Long Island. See Lee Rosner for further information.
  3. Log into Desktop PC at your desk. Lee will provide your Username and Pswd.
  4. IMPORTANT!! Start managing/saving your usernames and password using KeePass App. See Technology Training
  5. Set up your email (gmail) on Desktop PC and Mobile Device. You have received an email from Google to your personal email address with instructions for logging in and creating a new password. See Technology Training.
  6. Check your email to obtain your WordPress Username and Pswd in order to access the training resources found at
  7. Ask Administrative Support (Krista) what your direct dial telephone number is and your Vertical Wave Username and Pswd
  8. Log into Vertical Wave Viewpoint Telephone App on Desktop PC in office. Add a) Voice Title and b) Main VM Greeting through Viewpoint App. Learn more in Technology Training under Vertical Wave. and
  9. Add Vertical ViewPoint Mobile App to Mobile Device (Apple or Android App Store). You will need your Vertical Wave username and pswd (see Lee Rosner for that info).
  10. Learn how to use the phone system by reviewing,
  11. Either send Lee Rosner any recent corporate headshots you have of yourself or arrange to get your photo taken with Trish Stockert ( in the office. Please dress for success for the photo shot. Business attire with a white shirt/blouse. A tie isn’t necessary. A dark sport coat or equivalent over white shirt/blouse works best.
  12. Log into a) Buildout b) CoStar and start learning how to use both products. Both of these mission-critical app’s have robust training resources. See Technology Training for Buildout and for CoStar.
  13. Familiarize yourself with Google Workspace, our main platform for email, calendar, video conferencing, other electronic communications and more. See Technology Training
  14. Work on creating a professional bio. Go to for examples.
  15. Familiarize yourself with KoFax Power PDF Advanced, our PDF creation and editing desktop application. See Technology Training or visit for training videos.
  16. Familiarize yourself with Microsoft Office 365 and its extensive list of business software including Word, Excel, Powerpoint, Access, Publisher, Outlook, Teams, and More. See Technology Training or visit for training videos. You can install Office 365 Desktop apps on your laptop and home computer as well.
  17. Enroll in the six-month Black Belt Brokerage Commercial Agent Development at and start coursework

Trust in yourself. You are embarking on a journey into one of the best professional careers out there. Let’s get started.

Download Getting Started Checklist by Clicking Here Download NAI Long Island New Advisor Development Guide by Clicking Here