Onboarding Checklist

    1. AGENT ACKNOWLEDGMENT FORM

    1. * WELCOME - IMPORTANT

    2. Who We Are - Mission Statement

    3. Personality Test

    4. Your Headshot - Professional Image

    5. Save These Contacts

    6. Our Annual Events

    7. Earn An Award

    8. Send A Copy of E&O

    9. Logos

    10. Update All Profiles

    11. Remove Old Signs

    12. Sign Your Docs

    13. Dues and Fees

    14. CE Requirements

    15. Office Tour & Etiquette

    16. Private Office Space

    17. Orientation

    18. Company Profile

    19. Order Signs

    20. Business Cards

    21. Name Tag

    22. How To Get Paid

    23. Canva - Free Social Media Templates

    24. Social Medias

    25. Social Media Post

    26. NAR Update

    27. Franchise Vendors & Discounts

    28. Free Referral Sites

    29. Essential Apps To Download

    30. Ultimate Homebuyer Guide

    31. Other Docs You Need

    32. Luke Gear Ideas

    33. Listing Presentation

    34. Homebuyer Guide

    35. Local Vendors

    36. Common Real Estate Tax Deductions

    37. You Need A GREAT CPA!

Onboarding Checklist

  • 38 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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