Free Real Estate Agent Onboarding Checklist and Generator

(Download a PDF, Excel, CSV)

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.

A streamlined onboarding process helps prospective agents integrate smoothly, backed by a consistent training schedule and access to essential training courses.

Download This Printable 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

More Free Resources for Real Estate Agents

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.

a checklist that says the word plan on it

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.