Real Estate Agent Onboarding Checklist

Real Estate Agent Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Real Estate 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 Sales onboarding experience or just need an onboarding checklist for your new Real Estate Agent, you’re in the right place. We’ve put together a sample Real Estate Agent onboarding checklist below and have created onboarding templates & resources to help.

Real Estate Agent Onboarding Checklist

1. Company Orientation: This task involves providing a comprehensive overview of the company, its mission, values, organizational structure, and key departments. It helps the new real estate agent understand the company’s culture, goals, and how their role fits into the larger picture. Typically, the HR department or a designated company representative performs this task.

2. Introduction to Sales Processes: In this task, the new real estate agent is introduced to the company’s sales processes, including lead generation, prospecting, client acquisition, and closing deals. They learn about the company’s preferred sales techniques, tools, and software used for managing client relationships. This task is usually performed by the sales manager or a senior salesperson.

3. Familiarization with Company Policies and Procedures: The new real estate agent needs to be familiarized with the company’s policies and procedures, such as code of conduct, ethical guidelines, client confidentiality, and data protection. They also learn about administrative processes, such as expense reporting, time tracking, and document management. The HR department or a designated company representative typically handles this task.

4. Product and Service Training: This task involves providing in-depth training on the company’s real estate offerings, including residential, commercial, or rental properties. The new real estate agent learns about the unique selling points, features, and benefits of each property type. They also receive training on any additional services the company offers, such as property management or mortgage assistance. The training is usually conducted by the sales manager or a designated trainer.

5. Shadowing Experienced Agents: To gain practical knowledge and learn from experienced professionals, the new real estate agent is paired with a seasoned agent for a period of shadowing. They accompany the experienced agent on property visits, client meetings, negotiations, and closings. This task allows the new agent to observe and learn the best practices, strategies, and techniques used by successful agents within the company.

6. CRM and Technology Training: As technology plays a crucial role in real estate sales, the new agent receives training on the company’s customer relationship management (CRM) system and other relevant software tools. They learn how to manage leads, track client interactions, schedule appointments, and generate reports. This training is typically conducted by the IT department or a designated trainer.

7. Market Research and Analysis: To understand the local real estate market, the new agent is assigned the task of conducting market research and analysis. They gather data on property prices, market trends, competition, and demographics. This task helps the agent develop a deeper understanding of the market dynamics and identify potential opportunities. The sales manager or a designated market research specialist may guide the new agent in this task.

8. Networking and Relationship Building: Building a strong network is crucial for success in real estate sales. The new agent is encouraged to attend industry events, join professional associations, and participate in networking activities. They are also introduced to existing clients, partners, and stakeholders to foster relationship building. The sales manager or a designated mentor may provide guidance and support in this task.

9. Compliance and Legal Training: Real estate transactions involve legal and compliance considerations. The new agent receives training on relevant laws, regulations, and industry standards to ensure they operate within legal boundaries. They learn about fair housing laws, contract requirements, disclosure obligations, and other legal aspects of real estate sales. This training is typically conducted by the legal department or a designated compliance officer.

10. Performance Evaluation and Goal Setting: To track progress and set performance goals, the new agent undergoes a performance evaluation process. They receive feedback on their strengths, areas for improvement, and are provided with guidance on how to achieve their sales targets. The sales manager or a designated performance coach typically conducts this evaluation and goal-setting session

Setting Up Your Employee Onboarding Process

From reading through the items in the example Real Estate Agent checklist above, you’ll now have an idea of how you can apply best practices to getting your new Real Estate Agent up to speed and working well in your Sales 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.