Real Estate Salesperson Onboarding Checklist

Real Estate Salesperson Onboarding Process

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

Real Estate Salesperson Onboarding Checklist

1. Orientation: The new real estate salesperson attends an orientation session to familiarize themselves with the company’s mission, values, policies, and procedures. This task is typically performed by the human resources department or a designated trainer.

2. Introduction to the Team: The new salesperson is introduced to their team members, including fellow salespeople, brokers, and administrative staff. This helps foster relationships and collaboration within the company. The team leader or manager usually performs this task.

3. Review of Sales Process: The new salesperson receives a comprehensive overview of the company’s sales process, including lead generation, prospecting, client management, and closing deals. This task is typically performed by the sales manager or a senior salesperson.

4. Product and Market Knowledge: The new salesperson undergoes training to gain a deep understanding of the company’s real estate offerings, including property types, locations, pricing, and market trends. This training is usually conducted by experienced salespeople or the sales manager.

5. CRM Training: The new salesperson is trained on how to effectively use the company’s customer relationship management (CRM) software to track leads, manage client information, and monitor sales activities. This training is typically provided by the IT department or a designated CRM administrator.

6. Legal and Compliance Training: The new salesperson receives training on real estate laws, regulations, and ethical guidelines to ensure they operate within legal boundaries and maintain professional standards. This training is usually conducted by the legal department or a compliance officer.

7. Shadowing Experienced Salespeople: The new salesperson shadows experienced salespeople to observe their sales techniques, client interactions, and negotiation skills. This provides valuable hands-on learning and mentorship. This task is performed by senior salespeople or the sales manager.

8. Prospecting and Lead Generation Training: The new salesperson is trained on effective prospecting techniques, including cold calling, networking, and utilizing online platforms. This training is typically provided by the sales manager or a designated sales trainer.

9. Property Showings and Open House Training: The new salesperson receives training on conducting property showings and hosting open houses, including how to highlight property features, answer client questions, and follow up with potential buyers. This training is usually provided by experienced salespeople or the sales manager.

10. Contract and Negotiation Training: The new salesperson undergoes training on contract preparation, negotiation strategies, and closing techniques to ensure they can effectively guide clients through the buying or selling process. This training is typically conducted by the sales manager or a designated trainer.

11. Marketing and Advertising Training: The new salesperson is trained on the company’s marketing and advertising strategies, including utilizing online platforms, creating compelling property listings, and leveraging social media for lead generation. This training is usually provided by the marketing department or a designated marketing specialist.

12. Ongoing Professional Development: The new salesperson is encouraged to participate in ongoing professional development opportunities, such as attending industry conferences, workshops, and webinars, to enhance their skills and stay updated with industry trends. This task is typically supported by the sales manager or the human resources department.

13. Performance Evaluation and Feedback: The new salesperson undergoes regular performance evaluations and receives constructive feedback from their manager or team leader to identify areas of improvement and set goals for professional growth.

14. Team Building Activities: The new salesperson participates in team-building activities, such as team lunches, outings, or workshops, to foster a sense of camaraderie and collaboration within the sales team. These activities are usually organized by the sales manager or the human resources department.

15. Review of Compensation and Commission Structure: The new salesperson receives a thorough explanation of the company’s compensation and commission structure, including how sales are tracked, commission rates, and payment schedules. This task is typically performed by the sales manager or the finance department.

16. Introduction to Support Staff: The new salesperson is introduced to the administrative and support staff who assist with paperwork, scheduling, and other administrative tasks. This helps establish a working relationship and ensures smooth coordination within the company. The administrative manager or team leader typically performs this task.

17. Company Culture and Values: The new salesperson learns about the company’s culture, values, and expectations, including professionalism, teamwork, and customer service. This task is typically covered during the orientation session and reinforced by the sales manager or team leader.

18. Access to Resources and Tools: The new salesperson is provided with access to necessary resources and tools, such as property databases, marketing materials, and sales scripts, to support their sales efforts. The IT department or a designated resource coordinator typically handles this task.

19. Introduction to Preferred Vendors: The new salesperson is introduced to the company’s preferred vendors, such as mortgage brokers, home inspectors, and title companies, who play a crucial role in the real estate transaction process. This introduction is typically facilitated by the sales manager or a designated vendor coordinator.

20. Goal Setting and Performance Expectations: The new salesperson collaborates with their manager or team leader to set realistic goals and establish performance expectations, including sales targets, client satisfaction metrics, and activity benchmarks. This task is typically performed by the sales manager or team leader

Setting Up Your Employee Onboarding Process

From reading through the items in the example Real Estate Salesperson checklist above, you’ll now have an idea of how you can apply best practices to getting your new Real Estate Salesperson 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.