AI Checklist Generator

From the makers of Manifestly Checklists

Email address

Home > Real Estate > new agent startup checklist

new agent startup checklist

Onboarding Process

Complete necessary paperwork and background check

Attend orientation and training sessions

Set up email account and other necessary accounts

Obtain necessary licenses and certifications

Marketing and Branding

Create personal branding materials (business cards, website, etc.)

Attend networking events and join professional organizations

Develop a marketing plan and budget

Establish a social media presence

Client Management

Set up a CRM system to track leads and clients

Develop a follow-up process for leads and clients

Create a database of potential leads and referral sources

Establish a system for scheduling and managing client appointments

Education and Training

Attend additional training sessions and workshops

Stay up to date on industry trends and market conditions

Obtain any necessary continuing education credits

Seek mentorship from experienced agents in the organization

Goal Setting and Accountability

Set short-term and long-term goals for sales and business growth

Create a plan for tracking progress towards goals

Schedule regular check-ins with a manager or mentor for accountability

Celebrate milestones and achievements along the way

Administrative Tasks

Set up a filing system for important documents and contracts

Establish a system for tracking expenses and income

Set up a schedule for regular administrative tasks (such as updating listings or sending out newsletters)

Create templates for common documents and forms (such as contracts or marketing materials)

Download CSV Download JSON Download Markdown

Use in Manifestly

Related Checklists

Realtor Onboarding Checklist

A Realtor Onboarding Checklist is essential for ensuring that all new agents are properly trained and equipped to meet the needs of their clients.

view →

Listing Agreement Checklist

The Listing Agreement Checklist is an important tool for ensuring that all parties involved in a real estate transaction are aware of their respective responsibilities and obligations.

view →

Property Listing Checklist

A Property Listing Checklist is essential for ensuring that all relevant information about a property is accurately captured and communicated to potential buyers.

view →

Home Maintenance Checklist

A Home Maintenance Checklist is essential for homeowners to ensure their property is kept in good condition and to avoid costly repairs.

view →

Closing Checklist

A Closing Checklist is a helpful tool for ensuring that all the necessary steps are taken and documents are collected before the sale is finalized.

view →

Home Inspection Checklist

A Home Inspection Checklist is an important tool for ensuring a property is in good condition before purchase or sale.

view →

Pre-listing Checklist

A Pre-listing Checklist is an essential tool for ensuring that a home is ready for sale, helping to maximize the value of the property and speed up the selling process.

view →

Open House Checklist

A Open House Checklist is essential for ensuring that all necessary tasks are completed before, during, and after an open house to ensure a successful event.

view →

Buyer's Checklist

A Buyer's Checklist is an important tool for ensuring that all important aspects of a real estate purchase are taken into consideration.

view →

Home Showing Checklist

A Home Showing Checklist is an essential tool for keeping track of and making sure all important aspects of a home showing are addressed.

view →

Marketing Checklist

A Marketing Checklist is a valuable tool to ensure that all marketing initiatives are planned, tracked, and executed effectively in order to maximize the return on investment for a real estate business.

view →

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark