by officialcheckli
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Real Estate Agent Onboarding Checklist

Real Estate Agent Onboarding

• DOCUMENTS & SET UP

• 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, Realtor.com, 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 TRAINING

• 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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