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New agent checklist

Onboarding Process

Complete all necessary paperwork and contracts

Obtain real estate license

Set up email and access to company systems

Attend orientation and onboarding training sessions

Meet with mentor or team leader for guidance and support

Familiarize yourself with company policies and procedures

Set up meetings with key team members and departments to introduce yourself

Create a plan for your first 30, 60, and 90 days in the role

Shadow experienced agents on property showings and client meetings

Attend networking events and industry conferences to start building your professional network

Develop a marketing plan for promoting yourself and your listings

Training and Education

Attend orientation and training sessions

Participate in mentorship program

Complete required continuing education courses

Shadow experienced agents on property showings and open houses

Attend virtual or in-person workshops and seminars on real estate trends and best practices

Enroll in additional certification programs or designations to enhance skills and credibility

Join a local real estate association or organization for networking opportunities and resources

Utilize online resources such as webinars, podcasts, and industry blogs to stay informed on industry news and developments

Marketing and Branding

Create professional headshot and business cards

Set up social media profiles

Develop personal branding strategy

Client Management

Learn how to use CRM system

Shadow experienced agents on client meetings

Practice communication skills with potential clients

Property Knowledge

Learn about local market trends and neighborhoods

Tour properties with experienced agents

Understand the home buying process from start to finish

Legal and Compliance

Understand fair housing laws and regulations

Learn about contracts and disclosures

Complete required legal training and exams

Networking and Lead Generation

Attend networking events and industry conferences

Develop a plan for generating leads

Build relationships with referral sources and industry partners

Goal Setting and Accountability

Set personal and professional goals

Develop a plan for tracking progress and measuring success

Meet regularly with manager or mentor for feedback and support.

Create a timeline for achieving goals and milestones

Identify potential obstacles and develop strategies for overcoming them

Seek out additional resources or support to help achieve goals

Review and adjust goals as needed based on progress and feedback

Celebrate accomplishments and recognize achievements along the way

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