Real Estate Agent Onboarding Checklist

Real Estate Agent Onboarding Real Estate Agent Onboarding

  • Agent employee folder created (paper and digital)

  • Received agents contact information

  • Agent has complete W-9 and other employment documents

  • Received agents current and up to date license(s)

  • Agent provided direct deposit/bank information

  • Agent received welcome packet and training documents/manual

  • Agent has set up social media accounts

  • Agent has joined social communities such as Yelp, Linkedin, Google, Zillow,, etc

  • Business cards have been ordered

  • Name tag has been created and ordered

  • Agent email has been set up

  • Agent desk/office area is set up

  • Professional photos have been taken

  • Agent bio complete

  • Lead generation set up


  • Agent office/desk/ phone training

  • Company website training (listings, blog, blog set up, etc)

  • MLS training

  • Pricing a home training

  • Listing training

  • Rental listing training

  • Private listing training

  • Set up agent personal website

  • Client showing training (practice scripts)

  • Private showing training

  • Open house training (practice scripts and safety training)

  • Seller disclosure training

  • Selling techiques training

  • The art of negotiation training

  • Contract training

  • Purchase and offer training

  • Closing training

  • Additional education or training courses (licensing)

This checklist was created by officialcheckli

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