Onboarding Checklist

    1. AGENT ACKNOWLEDGMENT FORM

    1. * WELCOME - IMPORTANT

    2. * Mission Statement

    3. * Save These Contacts

    4. * Our Annual Events

    5. * Earn An Award

    6. * Get / Send Your Headshots

    7. * Pay / Send E&O

    8. * Sign Your Docs

    9. * Dues and Fees

    10. * Office Tour & Etiquette

    11. * Private Office Space

    12. * CE Requirements

    13. * Orientation

    14. * Logos

    15. * Update All Profiles

    16. * Company Profile

    17. * Remove Old Signs

    18. * Order Signs

    19. * Business Cards

    20. * Name Tag

    21. * Local Vendors

    22. * Franchise Vendors & Discounts

    23. * Let's Get You Paid!

    24. Free Referral Sites

    25. * NAR "New Way" & Profile

    26. * Social Medias

    27. Social Media Post

    28. Essential Apps To Download

    29. * You Need A GREAT CPA!

    30. Common Real Estate Tax Deductions

    31. * Canva Course

    32. * OTHER

Our onboarding checklist includes over 30 essential tasks that agents need to complete upon joining the brokerage. It covers everything from signing your brokerage agreement to ordering signs and setting up or updating their online profiles. This comprehensive list ensures a smooth transition and sets you up for success from day one.

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