Realtor Onboarding Checklist

Confirm hiring and onboarding date with the new realtor

Send offer letter, employment agreement, and any necessary forms to be signed

Collect necessary documents (e.g., identification, certifications, licenses, etc.)

Set up company email and provide login details

Provide access to relevant software and tools

Schedule orientation session with HR representative

Conduct a walkthrough of the office premises and introduce key team members

Provide an overview of company policies, procedures, and code of conduct

Offer training on company-specific software, CRM systems, and other tools

Assign a mentor or buddy to assist with on-the-job training

Inform the realtor about available training resources, webinars, and workshops

Complete required paperwork (e.g., tax forms, direct deposit forms, etc.)

Set up payroll information and explain payment schedule

Explain commission structure and provide relevant documents

Provide access to internal communication channels and share guidelines

Inform about expense reimbursement procedures and necessary documentation

Explain how to use the office equipment and any relevant protocols

Provide access to company branding materials, templates, and guidelines

Explain the realtor's role in marketing initiatives and brand promotion

Share social media policies and guidelines for online presence

Discuss strategies for lead generation and client acquisition

Provide access to marketing tools and resources

Explain how to utilize the company website and online listings platforms

Review local real estate laws, regulations, and ethical guidelines

Provide information about required continuing education and renewal process

Explain recordkeeping requirements and document management systems

Share guidelines for fair housing practices and anti-discrimination policies

Discuss privacy and data protection policies

Inform about any specific local or state requirements

Introduce the realtor to administrative staff, IT support, and other relevant contacts

Share contact details of supervisors and managers for ongoing support

Provide access to company intranet or knowledge base for reference materials

Explain the process for requesting support or assistance

Share any additional resources or benefits available to realtors

Explain the performance evaluation process and timeline

Discuss expectations, goals, and key performance indicators

Encourage regular communication and feedback channels

Review any probationary period requirements if applicable

Discuss professional development opportunities and career growth paths