Property Agent Onboarding Checklist

Property Agent Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Property Agent starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Real Estate onboarding experience or just need an onboarding checklist for your new Property Agent, you’re in the right place. We’ve put together a sample Property Agent onboarding checklist below and have created onboarding templates & resources to help.

Property Agent Onboarding Checklist

1. Introduction to company culture and values: The task involves providing a comprehensive overview of the company’s culture, values, and mission. This helps the new property agent understand the company’s core principles and align their work accordingly. Typically, the Human Resources department or a designated company representative performs this task.

2. Familiarization with company policies and procedures: This task involves acquainting the new property agent with the company’s policies and procedures, including those related to client interactions, property listings, marketing strategies, and ethical guidelines. The Human Resources department or a designated supervisor typically handles this task.

3. Introduction to team members and key stakeholders: It is crucial for the new property agent to meet and establish relationships with their team members, as well as key stakeholders such as brokers, property owners, and potential clients. This task helps foster collaboration and effective communication within the company. The team leader or supervisor usually facilitates these introductions.

4. Training on property management software and tools: Property agents rely on various software and tools to manage listings, track leads, and communicate with clients. This task involves providing comprehensive training on the company’s property management software, CRM systems, and other tools necessary for efficient operations. The IT department or a designated trainer typically conducts this training.

5. Shadowing experienced property agents: To gain practical knowledge and learn best practices, the new property agent should have the opportunity to shadow experienced agents. This task allows them to observe and learn from successful agents during property viewings, negotiations, and client meetings. Experienced property agents within the company usually perform this task.

6. Understanding local real estate regulations and laws: Property agents must have a solid understanding of local real estate regulations and laws to ensure compliance and protect clients’ interests. This task involves providing comprehensive training on relevant laws, regulations, and licensing requirements. The legal department or a designated compliance officer typically handles this task.

7. Learning about the company’s property portfolio: Familiarizing the new property agent with the company’s property portfolio is essential for effective client engagement. This task involves providing detailed information about the properties the company represents, including their features, locations, pricing, and any unique selling points. The property management or sales department typically performs this task.

8. Developing marketing and sales strategies: Property agents need to be equipped with effective marketing and sales strategies to attract potential buyers or tenants. This task involves training the new property agent on the company’s marketing techniques, advertising platforms, and sales tactics. The marketing department or a designated sales trainer typically handles this task.

9. Understanding the commission structure and payment process: Property agents often work on a commission basis, and understanding the company’s commission structure and payment process is crucial for financial planning. This task involves explaining the commission rates, payment schedules, and any additional incentives or bonuses. The finance or accounting department typically handles this task.

10. Ongoing professional development opportunities: To stay competitive and enhance their skills, property agents should have access to ongoing professional development opportunities. This task involves providing information about training programs, industry conferences, and certifications that can help the property agent grow in their career. The Human Resources department or a designated training coordinator typically handles this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Property Agent checklist above, you’ll now have an idea of how you can apply best practices to getting your new Property Agent up to speed and working well in your Real Estate team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.