Relocation Agent Onboarding Checklist

Relocation Agent Onboarding Process

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

Relocation Agent Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new relocation agent with an overview of the company’s culture, values, and mission. This helps them understand the company’s core principles and align their work accordingly. The HR department or a designated company representative typically performs this task.

2. Familiarization with company policies and procedures: The new relocation agent needs to be acquainted with the company’s policies and procedures, including those related to client interactions, data privacy, and ethical guidelines. This task ensures that the agent understands and adheres to the company’s standards. The HR department or a designated company representative typically provides this information.

3. Introduction to team members and key stakeholders: It is crucial for the new relocation agent to meet their team members and key stakeholders within the company. This task facilitates relationship-building and collaboration, enabling the agent to understand their role within the broader organizational structure. The team lead or manager typically arranges these introductions.

4. Training on relocation services and processes: The new relocation agent should receive comprehensive training on the various relocation services offered by the company, such as home search assistance, school placement, and settling-in support. This task equips the agent with the necessary knowledge and skills to effectively assist clients. The training department or a designated trainer typically conducts this training.

5. Familiarization with local real estate market: Since the relocation agent will be assisting clients in finding suitable properties, they need to be familiar with the local real estate market. This task involves providing the agent with information on current market trends, property types, and neighborhoods. The sales or business development team, along with experienced agents, typically share their expertise in this area.

6. Introduction to technology and software systems: The new relocation agent should be trained on the company’s technology and software systems used for client management, property search, and communication. This task ensures that the agent can efficiently utilize these tools to streamline their work processes. The IT department or a designated technology specialist typically provides this training.

7. Shadowing experienced relocation agents: To gain practical insights and learn best practices, the new relocation agent should have the opportunity to shadow experienced agents. This task allows them to observe client interactions, property viewings, and negotiations, helping them develop their skills and confidence. Experienced relocation agents within the company typically mentor and guide the new agent during this phase.

8. Understanding legal and compliance requirements: The new relocation agent needs to be aware of the legal and compliance requirements associated with the real estate industry. This task involves providing them with information on relevant laws, regulations, and licensing obligations. The legal department or a designated compliance officer typically educates the agent on these matters.

9. Introduction to client management and communication protocols: Effective client management and communication are essential for a relocation agent. This task involves training the agent on client relationship management, effective communication techniques, and customer service standards. The sales or customer service department typically provides this training.

10. Reviewing case studies and success stories: To inspire and motivate the new relocation agent, they should be exposed to case studies and success stories of previous clients. This task helps them understand the positive impact they can have on clients’ lives and provides practical examples of successful relocations. The marketing or sales department typically shares these case studies and success stories.

11. Performance expectations and goal setting: The new relocation agent should have a clear understanding of their performance expectations and goals. This task involves setting measurable targets, discussing key performance indicators, and establishing a performance review process. The team lead or manager typically conducts this task.

12. Ongoing professional development opportunities: To support the continuous growth and development of the relocation agent, they should be informed about ongoing professional development opportunities. This task involves sharing information on training programs, industry conferences, and certifications relevant to their role. The HR department or a designated learning and development specialist typically provides this information.

13. Introduction to company resources and support: The new relocation agent should be made aware of the various resources and support available within the company. This task involves providing information on administrative support, marketing materials, and access to databases or industry networks. The HR department or a designated company representative typically provides this information.

14. Reviewing client testimonials and feedback: To understand the client’s perspective and improve service delivery, the new relocation agent should review client testimonials and feedback. This task helps them gain insights into client expectations and areas for improvement. The sales or customer service department typically shares this information.

15. Introduction to health and safety protocols: The new relocation agent should be familiarized with the company’s health and safety protocols, especially those related to property viewings and client meetings. This task ensures that the agent can prioritize their safety and the safety of clients during their work. The HR department or a designated safety officer typically provides this information

Setting Up Your Employee Onboarding Process

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