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Real Estate Agent Onboarding Checklist
Introduction and Orientation
Welcome meeting with team and leadership
Office tour and workspace assignment
Introduction to company culture and values
Technology Setup
Setting up company email and calendar
Configuring CRM and lead management tools
Training on property listing software
Compliance and Documentation
Reviewing and signing employment contracts
Completing necessary licensing and certifications
Understanding legal and ethical guidelines
Sales Training
Learning sales scripts and objection handling
Role-playing common client scenarios
Understanding the sales process and client lifecycle
Marketing and Branding
Creating and updating personal agent profile
Training on social media and digital marketing
Learning about company marketing resources and strategies
Client Management
Understanding client onboarding and management processes
Learning about client communication tools
Training on maintaining client relationships post-sale
