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Real Estate Agent Onboarding Checklist

Real Estate Agent Onboarding

• DOCUMENTS & SET UP

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• Agent employee folder created (paper and digital)

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• Received agents contact information

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• Agent has complete W-9 and other employment documents

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

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• Agent provided direct deposit/bank information

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• Agent received welcome packet and training documents/manual

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• Agent has set up social media accounts

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

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• Business cards have been ordered

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• Name tag has been created and ordered

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• Agent email has been set up

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• Agent desk/office area is set up

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• Professional photos have been taken

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• Agent bio complete

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• Lead generation set up

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• AGENT TRAINING

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• Agent office/desk/ phone training

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

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• MLS training

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• Pricing a home training

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• Listing training

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• Rental listing training

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• Private listing training

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• Set up agent personal website

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• Client showing training (practice scripts)

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• Private showing training

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• Open house training (practice scripts and safety training)

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• Seller disclosure training

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• Selling techiques training

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• The art of negotiation training

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• Contract training

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• Purchase and offer training

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• Closing training

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• Additional education or training courses (licensing)

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