Pre-boarding Process

Send welcome email to new agent with details about their start date and next steps

Prepare new hire paperwork including contracts, tax forms, and company policies

Schedule a meeting with HR to discuss benefits, compensation, and any required training

Assign a mentor or buddy to the new agent for guidance and support during the onboarding process

Pre-Hire

Conduct initial screening and interviews

Verify credentials, licenses, and certifications

Perform background checks

Assess cultural fit and alignment with company values

Extend an offer and negotiate terms

Orientation and Training

Conduct a comprehensive orientation session to introduce the new agent to the company culture, values, and mission

Provide an overview of the real estate industry, market trends, and the organization's target market

Train the new agent on company-specific tools, software, and technology platforms they will be using

Offer training sessions on sales techniques, negotiation skills, and effective communication with clients

Preparing for Arrival

Coordinate start date and schedule

Send out welcome package with relevant information and forms

Set up email account, phone, and necessary software/accounts

Provide access to company intranet and resources

Administrative Setup

Set up the new agent's email account, phone extension, and access to the company's CRM system

Provide access to necessary databases, MLS (Multiple Listing Service), and other industry-related platforms

Assign a desk or workspace for the new agent and ensure it is equipped with essential supplies and equipment

Create business cards and order marketing materials with the agent's contact information

Orientation and Training

Conduct general orientation to introduce company history, policies, and procedures

Assign a mentor or buddy for guidance and support

Provide an overview of the real estate market and industry trends

Familiarize the agent with the company's target market and unique selling points

Deliver training on CRM systems, property management tools, and other software

Offer specific training on legal and ethical requirements in real estate

Provide training on sales techniques, negotiation skills, and lead generation

Marketing and Lead Generation

Train the new agent on the organization's marketing strategies and branding guidelines

Provide guidance on creating a professional online presence, including setting up social media profiles and a professional website

Teach the agent how to generate leads, prospect clients, and build a network of contacts

Offer assistance in developing a marketing plan and materials to promote the agent's services

Administrative Tasks

Complete necessary paperwork, including employment contract and tax forms

Set up payroll and benefits enrollment

Obtain necessary insurance coverage

Issue company ID badge and business cards

Ensure the agent's contact information is properly updated in all systems

Shadowing and Field Experience

Pair the new agent with an experienced agent for shadowing and field experience

Allow the new agent to attend open houses, client meetings, and property showings with their mentor

Encourage the new agent to actively participate in the sales process and gain hands-on experience

Provide feedback and coaching on the new agent's performance during shadowing and field experience

Marketing and Branding

Discuss branding guidelines and company's marketing strategy

Help the agent create a professional bio and headshot

Assist in setting up a professional website and social media accounts

Provide templates for marketing materials, such as brochures and flyers

Train the agent on using social media for lead generation and networking

Ongoing Support and Development

Conduct regular check-ins with the new agent to address any questions or concerns

Provide additional training sessions or workshops to further develop the agent's skills and knowledge

Offer continuous support through regular team meetings, coaching sessions, and mentorship programs

Encourage the new agent to attend industry conferences, seminars, and networking events for professional growth

Evaluation and Progress Tracking

Set clear performance expectations for the new agent and establish key performance indicators (KPIs)

Conduct periodic performance evaluations to assess the agent's progress and identify areas for improvement

Provide constructive feedback and establish action plans for continuous development

Celebrate milestones and achievements during the onboarding process to boost morale and motivation

Networking and Relationship Building

Introduce the agent to key industry contacts and partners

Encourage participation in local real estate associations and events

Provide guidance on building a strong referral network

Offer resources for networking and relationship management

Ongoing Support and Development

Schedule regular check-ins and performance reviews

Provide continuous training opportunities to enhance skills and knowledge

Offer coaching and mentorship programs

Facilitate access to educational resources, webinars, and workshops

Encourage involvement in professional development courses and certifications

Performance Expectations

Clearly define performance metrics and goals

Set expectations for lead conversion, sales targets, and customer satisfaction

Provide regular feedback and performance evaluations

Offer incentives and recognition for outstanding achievements

Implement a clear commission structure and payment process

Wrap-Up and Evaluation

Conduct an exit interview to gather feedback and identify areas of improvement

Ensure all company property is returned, such as laptops and keys

Update HR records and terminate access to company systems

Acknowledge the agent's contributions and express gratitude for their time

Review the onboarding process and make any necessary adjustments for future hires