Real Estate Subagent Onboarding Checklist

Real Estate Subagent Onboarding Process

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

Real Estate Subagent Onboarding Checklist

1. Orientation: The new Real Estate Subagent should attend 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 onboarding specialist.

2. Introduction to Team: The new Subagent should be introduced to their team members, including other agents, brokers, and support staff. This task is usually performed by the team leader or manager.

3. Workspace Setup: The Subagent should be provided with a designated workspace, including a desk, computer, phone, and any necessary software or tools. The office manager or IT department typically handles this task.

4. Training: The new Subagent should undergo comprehensive training on various aspects of the real estate industry, including legal regulations, sales techniques, marketing strategies, and company-specific processes. This training is usually conducted by experienced agents or trainers within the company.

5. Shadowing: The Subagent should have the opportunity to shadow experienced agents during property showings, client meetings, and negotiations. This allows them to observe and learn from seasoned professionals. The team leader or mentor typically arranges and oversees this task.

6. Client Database Access: The Subagent should be granted access to the company’s client database or CRM system to manage leads, contacts, and transactions. The IT department or designated administrator handles this task.

7. Marketing Materials: The Subagent should receive marketing materials such as business cards, brochures, and branded merchandise to promote themselves and the company. The marketing department or designated coordinator is responsible for providing these materials.

8. Company Policies and Procedures: The Subagent should be provided with a comprehensive overview of the company’s policies and procedures, including ethical guidelines, code of conduct, and compliance requirements. The Human Resources department or a designated compliance officer typically handles this task.

9. Introduction to Support Staff: The Subagent should be introduced to the support staff, such as administrative assistants, transaction coordinators, and marketing coordinators, who will assist them in their day-to-day tasks. The team leader or manager typically facilitates these introductions.

10. Market Research: The Subagent should be assigned market research tasks to familiarize themselves with the local real estate market, including property trends, pricing, and competition. This task is usually assigned by the team leader or manager.

11. Networking Opportunities: The Subagent should be informed about networking events, industry conferences, and professional associations where they can connect with other real estate professionals and potential clients. The team leader or manager typically provides this information.

12. Goal Setting: The Subagent should participate in goal-setting sessions to establish performance targets and objectives for their first year with the company. This task is typically performed by the team leader or manager.

13. Ongoing Support: The Subagent should be assured of ongoing support from the team leader, manager, and other team members to address any questions, concerns, or challenges they may encounter. This support is typically provided by the team leader or mentor.

14. Performance Evaluation: The Subagent should undergo periodic performance evaluations to assess their progress, identify areas for improvement, and provide feedback on their performance. The team leader or manager typically conducts these evaluations.

15. Continuing Education: The Subagent should be encouraged to pursue continuing education courses, certifications, and professional development opportunities to enhance their skills and knowledge in the real estate industry. The team leader or manager typically provides guidance and recommendations for these opportunities

Setting Up Your Employee Onboarding Process

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