Real Estate Clerk Onboarding Checklist

Real Estate Clerk Onboarding Process

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

Real Estate Clerk Onboarding Checklist

1. Introduction to company policies and procedures: The real estate clerk should be provided with a comprehensive overview of the company’s policies and procedures, including guidelines for document management, client communication, and confidentiality. This task is typically performed by the human resources department or a designated supervisor.

2. Familiarization with company software and tools: The real estate clerk should receive training on the specific software and tools used in the company for tasks such as data entry, document management, and client relationship management. This training is usually conducted by the IT department or a designated trainer.

3. Understanding the organizational structure: It is important for the real estate clerk to have a clear understanding of the company’s organizational structure, including the roles and responsibilities of different departments and key personnel. This knowledge will help them navigate the company hierarchy and collaborate effectively. The task of explaining the organizational structure is typically performed by the supervisor or a designated team member.

4. Introduction to key stakeholders: The real estate clerk should be introduced to key stakeholders within the company, such as senior management, department heads, and colleagues from other teams. This will help them build relationships, understand the company culture, and establish effective communication channels. The responsibility of introducing key stakeholders usually falls on the supervisor or a designated mentor.

5. Training on real estate laws and regulations: As a real estate clerk, it is crucial to have a solid understanding of the laws and regulations governing the industry. The company should provide training sessions or resources to ensure the clerk is up to date with the latest legal requirements. This training may be conducted by the legal department or an external consultant specializing in real estate law.

6. Shadowing experienced colleagues: To gain practical knowledge and learn the intricacies of the job, the real estate clerk should have the opportunity to shadow experienced colleagues. This will allow them to observe and learn from their peers’ day-to-day tasks, client interactions, and problem-solving approaches. The responsibility of organizing shadowing opportunities lies with the supervisor or a designated mentor.

7. Introduction to company-specific processes: Each company may have its own unique processes and workflows related to real estate transactions, client management, and administrative tasks. The real estate clerk should receive detailed training on these company-specific processes to ensure they can perform their duties efficiently. This training is typically conducted by the supervisor or a designated trainer.

8. Familiarization with industry terminology: The real estate industry has its own set of terminology and jargon. The real estate clerk should be provided with resources or training sessions to familiarize themselves with these terms, ensuring effective communication with clients, colleagues, and industry professionals. This task can be performed by the supervisor, a designated trainer, or through self-study materials.

9. Introduction to client management systems: Many real estate companies use client management systems to track and manage client interactions, appointments, and documents. The real estate clerk should receive training on how to effectively use these systems to ensure accurate and efficient client management. This training is typically conducted by the IT department or a designated trainer.

10. Review of company branding and marketing materials: The real estate clerk should be familiarized with the company’s branding guidelines and marketing materials to ensure consistency in communication and representation of the company’s image. This task can be performed by the marketing department or a designated team member responsible for branding.

11. Understanding financial processes: The real estate clerk should receive training on the company’s financial processes, such as invoicing, payment tracking, and expense management. This knowledge will enable them to handle financial tasks accurately and efficiently. The responsibility of providing financial process training lies with the finance department or a designated trainer.

12. Introduction to company culture and values: To foster a sense of belonging and alignment with the company’s culture and values, the real estate clerk should be introduced to the company’s mission, vision, and core values. This can be done through orientation sessions, company-wide meetings, or informational materials provided by the human resources department.

13. Health and safety training: The real estate clerk should receive training on health and safety protocols specific to the real estate industry, such as property inspections, emergency procedures, and safe handling of documents. This training is typically conducted by the human resources department or a designated health and safety officer.

14. Introduction to professional development opportunities: To support the real estate clerk’s growth and career advancement, the company should provide information on professional development opportunities, such as industry conferences, training programs, and certifications. This information can be shared by the human resources department or through internal communication channels.

15. Performance expectations and goal setting: The real estate clerk should have a clear understanding of their performance expectations and be involved in setting goals aligned with the company’s objectives. This task is typically performed by the supervisor or manager, who should provide regular feedback and guidance to help the clerk succeed in their role.

16. Introduction to company benefits and perks: The real estate clerk should be provided with information about the company’s benefits package, including health insurance, retirement plans, vacation policies, and any additional perks offered. This information is typically shared by the human resources department during the onboarding process.

17. Introduction to company communication channels: The real estate clerk should be familiarized with the various communication channels used within the company, such as email, instant messaging platforms, and project management tools. This will ensure effective communication and collaboration with colleagues and clients. The responsibility of introducing communication channels lies with the IT department or a designated trainer.

18. Review of ethical guidelines and professional conduct: The real estate clerk should receive training on ethical guidelines and professional conduct specific to the real estate industry. This training should cover topics such as conflict of interest, client confidentiality, and maintaining professional relationships. The responsibility of providing ethical guidelines training lies with the human resources department or a designated trainer.

19. Introduction to company social events and team-building activities: To foster a sense of camaraderie and teamwork, the real estate clerk should be informed about company social events and team-building activities. This will help them integrate into the company culture and build relationships with colleagues. The responsibility of sharing information about social events and team-building activities lies with the human resources department or a designated social committee.

20. Ongoing support and mentorship: The real estate clerk should be assigned a mentor or a designated colleague who can provide ongoing support, answer questions, and offer guidance throughout their onboarding process and beyond. This mentorship can greatly contribute to the clerk’s professional development and integration into the company. The responsibility of assigning a mentor typically lies with the supervisor or human resources department

Setting Up Your Employee Onboarding Process

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