Onboarding Checklist

    1. AGENT ACKNOWLEDGMENT FORM

    1. * WELCOME - IMPORTANT

    2. Who We Are - Mission Statement

    3. Task 1 - Save These Contacts

    4. Task 2 - Our Annual Events

    5. Task 3 - Earn An Award

    6. Task 4 - Get / Send Your Headshots

    7. Task 5 - Pay / Send E&O

    8. Task 6 - Sign Your Docs

    9. Task 7 - Dues and Fees

    10. Task 8 - Office Tour & Etiquette

    11. Task 9 - Private Office Space

    12. Task 10 - CE Requirements

    13. Task 11 - Orientation

    14. Task 12 - Logos

    15. Task 13 - Update All Profiles

    16. Task 14 - Company Profile

    17. Task 15 - Remove Old Signs

    18. Task 16 - Order Signs

    19. Task 17 - Business Cards

    20. Task 18 - Name Tag

    21. Task 19 - Local Vendors

    22. Task 20 - Franchise Vendors & Discounts

    23. Task 21 - Let's Get You Paid!

    24. Task 22 - Free Referral Sites

    25. Task 23 - NAR

    26. Task 24 - Social Medias

    27. Task 25 - Social Media Post

    28. Task 26 - Essential Apps To Download

    29. Task 27 - You Need A GREAT CPA!

    30. Task 28 - Common Real Estate Tax Deductions

    31. Task 29 - Other Docs You Need

    32. Task 30 - Ultimate Homebuyer Guide

    33. Task 31 - Luke Gear Ideas

    34. Task 32 - Listing Presentation

    35. Task 33 - Canva - Free Social Media Templates

Onboarding Checklist

  • 36 lessons
  • Streamline your success with our step-by-step onboarding checklist, designed to set new and experienced agents up for success from day one!

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