Workflow Templates: Real Estate Agent Onboarding Checklist

Welcome meeting with team and leadership

Office tour and workspace assignment

Introduction to company culture and values

Setting up company email and calendar

Configuring CRM and lead management tools

Training on property listing software

Reviewing and signing employment contracts

Completing necessary licensing and certifications

Understanding legal and ethical guidelines

Learning sales scripts and objection handling

Role-playing common client scenarios

Understanding the sales process and client lifecycle

Creating and updating personal agent profile

Training on social media and digital marketing

Learning about company marketing resources and strategies

Understanding client onboarding and management processes

Learning about client communication tools

Training on maintaining client relationships post-sale

Real Estate Agent Onboarding Checklist