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real estate agent onboarding checklist

Welcome and Introduction

Welcome email with an introduction to the organization and team

Provide contact information for HR representative and manager

Paperwork and Documentation

Employment offer letter and contract

Non-disclosure agreement (NDA)

Tax forms (W-4, I-9, etc.) and employment eligibility verification

Real estate license verification and documentation

Background check and fingerprinting if required

Insurance coverage information

Training and Orientation

Schedule and details for initial orientation session

Overview of company policies, procedures, and code of conduct

Introduction to company culture and values

Training on CRM and other software systems used by the organization

Training on real estate laws, regulations, and practices

Overview of customer service practices and techniques

Training on lead generation and prospecting skills

Training on communication and presentation methods

Training on negotiation and closing techniques

Overview of marketing and advertising strategies

Demonstration of listing and marketing tools provided by the organization

Practice of role-playing scenarios with experienced agents

Training on use of social media and online platforms for lead generation

Review of real estate industry trends and best practices

Technology Setup

Provide access to company email, intranet, and other communication tools

Set up access to CRM and other relevant software systems

Provide login credentials for MLS and other industry-specific platforms

Install necessary apps and tools on personal devices

Provide a demonstration of how to use the company's technology systems

Set up access to any online forums or other resources used by the company

Train agent on how to use the company's website to create listings, manage contacts, and track sales

Show agent how to access and use any customer databases or other proprietary systems

Explain any security protocols or policies the company has for using technology

Provide guidance on how to use any digital marketing tools the company may use

Set up any necessary accounts, such as for cloud storage, digital document signing, and more

Marketing and Branding

Share branding guidelines and templates for marketing materials

Provide access to professional photography and virtual tour services if applicable

Share social media guidelines and provide access to company accounts

Discuss marketing strategies and best practices for generating leads

Client Management

Provide access to client management systems and software

Train on best practices for client communication and relationship management

Discuss lead generation strategies and provide resources for prospecting

Review policies and procedures for handling client inquiries and complaints

Transaction Management

Provide access to transaction management systems and tools

Train on best practices for document management and organization

Review the process for listing properties, managing offers, and closing deals

Discuss contract negotiation strategies and legal requirements

Team Collaboration

Introduce the agent to the team and provide contact information

Schedule regular team meetings and training sessions

Discuss collaboration tools and platforms used by the organization

Share resources and templates for team communication and coordination

Performance Expectations

Set goals and expectations for the agent's performance

Discuss commission structure and payment schedule

Provide performance evaluation criteria and schedule for reviews

Review policies for attendance, punctuality, and time off requests

Additional Resources and Support

Provide a list of preferred vendors and service providers (photographers, home inspectors, lenders, etc.)

Share resources for continuing education and professional development

Discuss mentorship or coaching opportunities within the organization

Inform about available support staff and their roles

Conclusion

Confirm completion and understanding of the onboarding checklist

Address any remaining questions or concerns

Express appreciation for joining the organization

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