Template
Real Estate Agent Onboarding Checklist
Use this onboarding checklist to ensure your new agents have an efficient and successful onboarding experience when joining your brokerage or team.
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 creates a private checklist in your account.