Real Estate Agent Templates
Author: Joe Stephenson, REALTOR®
(Updated March 2025)
I put together a tailored checklist you can use for your real estate business to effectively onboard new real estate agents This comprehensive checklist is crafted to support both seasoned agents and new real estate agents, with the hope they start with a strategic advantage. My favorite types of onboarding include a helpful real estate client on-boarding form that makes initial client meetings seamless for agents stepping into today’s real estate landscape. I also focus on strategies that foster a robust onboarding process, which is proven to drive results; a study published in the NIH shows that companies with effective onboarding strategies see revenue growth that’s 2.5 times higher and profit margins 1.9 times greater.
This checklist goes beyond the basics, helping real estate agencies and real estate teams provide comprehensive training that enhances agent performance and boosts overall efficiency. It includes steps to familiarize new recruits with property viewings and establish a smooth agent’s workflow to set them up for a successful career. I also encourage incorporating feedback mechanisms throughout the process to monitor their progress and help them identify areas of improvement with ease. It could be organizing training sessions or providing the right marketing materials, and you’ll find that the focus is to make sure that agents can operate confidently at their own pace and start closing deals effectively.
Download This Printable Real Estate Agent Onboarding Checklist
PDF | Excel | CSV | Google Sheet
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New Real Estate Agent Onboarding Checklist
| Stage | Task | Description |
|---|---|---|
| Pre-Onboarding | Prepare Welcome Kit | Include company policies, culture document, and an outline of the first week’s schedule. |
| Pre-Onboarding | Set Up Workstation | Ensure access to necessary office space, computer, and software tools. |
| Pre-Onboarding | Gather Essential Tools and Resources | Provide access to the MLS, real estate databases, and project management software. |
| Pre-Onboarding | Organize Administrative Processes | Set up email accounts, business cards, and necessary logins. |
| First Day | Warm Welcome | Make a positive first impression to integrate the new agent into the team. |
| First Day | Company Culture Introduction | Share the organization’s culture, vision, and values. |
| First Day | Orientation Sessions | Cover administrative tasks, office tour, and introduce to the team. |
| First Day | Review Job Role and Expectations | Clarify responsibilities, goals, and how their role fits into the customer journey. |
| First Week | Training Program Initiation | Start with a structured training program focusing on customer interactions, services offered, and routine tasks. |
| First Week | Assign a Mentor | Implement a buddy system for support and guidance. |
| First Week | Encourage Shadowing Sessions | Allow shadowing experienced agents for practical learning. |
| Ongoing Training and Support | Regular Check-Ins and Feedback Sessions | Schedule weekly meetings for the first few months for progress review and to provide feedback. |
| Ongoing Training and Support | Ongoing Training | Offer continuous learning opportunities to ensure skills development and up-to-date industry knowledge. |
| Ongoing Training and Support | Performance Reviews | Conduct performance evaluations periodically to discuss achievements and areas for improvement. |
Creating an organized agent employee folder helps real estate professionals focus on agent success and boost agent satisfaction. You’ll find a process with online courses that cater to the evolving needs of onboarding agents, paving the way for lasting success in the industry
Any real estate brokerage, particularly those in commercial real estate, thrive when agent satisfaction is prioritized. Team leaders play a pivotal role in driving agents’ success by fostering professional development Social media accounts are also integral to the real estate industry, providing agents with platforms to expand their reach. This checklist aims to support real estate businesses in nurturing both seasoned agents and newcomers alike.
A strong onboarding strategy should position both the agent and the agency for success, building a path toward becoming a successful real estate agency. It’s a good idea to cater to the needs of a growing pool of potential clients, while also staying ahead of industry trends. That’s why I’ve included a variety of resources in this guide, like a new real estate agent checklist pdf, a new agent onboarding checklist, and a property onboarding checklist, to ensure every angle is covered. These tools offer ongoing support to agents, giving them the confidence they need to thrive in a competitive real estate market. If you’re keen on enhancing your onboarding process, don’t forget to explore real estate team onboarding strategies for creating a cohesive environment where new agents feel welcomed, trained, and ready to succeed.
More Free Resources for Real Estate Agents
- Free Real Estate Expense Tracking Spreadsheet
- Profit and Loss Statement for Real Estate Agnets (Excel and PDF)
- Free Real Estate Lead Tracking Spreadsheet
Key Components of Real Estate Agent Onboarding
Effective agent onboarding is crucial for ensuring new agents integrate smoothly into your team, understand their roles, and contribute to the company’s success.
A thorough understanding of the company, its culture, and the administrative processes involved is essential for new hires. New employees should complete the process in an efficient manner because it benefits all of the teams.
Why Is Effective Agent Onboarding Essential?
- Ensures a smooth transition into the company, reducing early-stage anxiety.
- Improves employee engagement and job satisfaction, contributing to higher retention rates.
- Increases productivity by providing clear expectations and necessary resources from the start.
Encourage Shadowing Sessions
Shadowing experienced agents allows new hires to gain practical insights into customer interactions, enhancing their understanding of the customer experience and increasing their confidence in handling client information.
Key Considerations When Selecting the Ideal Client Onboarding Tool
- Look for tools that offer ease of use, flexibility, and integration with existing systems.
- Ensure the tool supports efficient management of client information and facilitates effective communication.
Metrics and Considerations of the Agent Onboarding Process
- Monitor metrics such as time to full productivity, employee engagement scores, and turnover rates.
- Collect feedback from new agents to continuously refine the onboarding process.
The Role of Technology in REALTOR® Onboarding
Utilizing technology in the onboarding process can streamline administrative tasks, provide easy access to training materials, and enhance the overall onboarding experience for new agents.
Develop a Training Program
A structured training program is key to equipping new agents with the necessary skills and knowledge. Ensure all training materials are accurate, up-to-date, and relevant to your business needs.
Set your new hires up for success, and ensure they feel supported, valued, and prepared to excel in their new roles. The onboarding process is a critical investment in your team’s future and the overall success of your business.
A True Story of My Friend’s Onboarding Process as a Real Estate Agent
When my friend Bryan embarked on his new career as a real estate agent, his onboarding experience was, to put it mildly, a saga. The amount of paperwork he had to sign was overwhelming, and the list of requirements he needed to fulfill seemed never-ending. Despite all this, Bryan often found himself navigating a maze of confusion, unsure of what exactly was expected of him in his new role. It became evident that a well-thought-out checklist would have been a game-changer for his broker’s approach to center agent onboarding.
The lack of organization turned what should have been an exciting new beginning into a somewhat chaotic ordeal. Bryan recounted feeling lost amidst the onboarding activities, a sentiment that made it challenging to start on the right foot. Yet, despite the less-than-ideal beginning, Bryan refused to let it dampen his enthusiasm for his future in real estate. He couldn’t help but believe that the entire process could have been significantly smoother. A structured onboarding process with clear follow-up procedures, set expectations, and comprehensive onboarding activities could have paved the way for increased productivity and higher customer satisfaction much earlier.
Such an organized approach would not only have aided Bryan as the new employee but also served as a crucial metric measure for the company to ensure accountability and effectively assess the progress of new hires during the critical early stages of their employment. In reflecting on Bryan’s story, it’s clear that an efficient and well-organized onboarding process is vital. It ensures that each person joining the team is fully equipped and ready to contribute to the services and success of the organization from day one.
Check Back for Updates to Our Real Estate Agent Onboarding Checklist
Our onboarding checklist is always evolving to bring you the latest tools and strategies for success. You’ll learn updated tips on agent retention and managing client interactions. This can help you get better at client satisfaction. We’re committed to addressing every detail that empowers your growing team. We’re constantly updating resources like practice open house scripts, ways to incorporate other employment documents, and strategies focused on familiarizing agents with key workflows.
If you’re onboarding a new team member or boosting cohesion among your current team members, then our updates aim to enhance a streamlined onboarding process that prioritizes efficiency. You’ll also find fresh insights to help train prospective agents, improve the management of onboarding tasks, and even tips in line with standards from the national association. Don’t miss out on expert real estate advice for monitoring progress, organizing employment documents, and keeping your team prepared for the road ahead. Be sure to check back regularly for all the latest updates to our onboarding checklist.
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