Manifestly: A Checklist App for Teams

Verify each agent's state license status

Run the state-required background check

Review background findings with the designated REALTOR

Confirm 1099 contractor versus W-2 classification

Confirm the signed Independent Contractor Agreement

Collect W-9 and commission direct-deposit setup

Add the agent to the brokerage E&O policy

Provision MLS, Supra, and ShowingTime credentials

Complete fair housing and Code of Ethics training

Assign a mentor for the first three transactions

Hold the quarterly production and pipeline review

Audit transaction files for compliance citations

Track continuing education credit progress

Place the agent on a production improvement plan

Audit commission split tiers and cap status

Review referral fee log for RESPA compliance

Issue 1099-NEC forms before January 31

Document the complaint and intake source

Notify the designated REALTOR of commission complaints

Maintain confidentiality during the investigation

Hold annual fair housing and harassment training

Review the lone-worker protocol for showings

Audit wire fraud prevention training completion

Conduct office emergency drill and walkthrough

Free Checklist Templates for Real Estate Brokerage