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. Voicemail - First Impression

    7. * Email Signature - First Impression

    8. * Get / Send Your Headshots

    9. * Pay / Send E&O

    10. * Sign Your Docs

    11. * Dues and Fees

    12. * Office Tour & Etiquette

    13. * Private Office Space

    14. * CE Requirements

    15. * Orientation

    16. * Logos

    17. * Update All Profiles

    18. * Company Profile

    19. * Remove Old Signs

    20. * Order Signs

    21. * Business Cards

    22. * Name Tag

    23. * Local Vendors

    24. * Franchise Vendors & Discounts

    25. * Let's Get You Paid!

    26. Free Referral Sites

    27. * NAR "New Way" & Profile

    28. * Social Medias

    29. Social Media Post

    30. Essential Apps To Download

    31. * You Need A GREAT CPA!

    32. Common Real Estate Tax Deductions

    33. * Canva Course

    34. * 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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