Checklists
Agent Onboarding Checklist
A step-by-step checklist covering everything a new agent needs in their first 30 days, from accounts and access to training and first-client support.
Included in the Toolkit
Team Leaders
PDF + editable docWho it's for
Team leaders and operations managers who bring on agents more than once or twice a year and want every hire to get the same start.
What's inside
- Pre-boarding tasks: paperwork, licensing, board and MLS access
- Accounts and tool access to set up before day one
- A first-week orientation agenda
- Training milestones for weeks two and three
- A 30-day review conversation outline
How to use it
Copy the checklist for each new hire, assign an owner to every line, and work it top to bottom. Anything that stalls twice in a row belongs in a written SOP.
Part of the Real Estate Team Operations Toolkit
This file is included in the Real Estate Team Operations Toolkit. It is not sold separately and is not a free download.
Start with the Free Team Operations AuditRead first
- The Essential New Agent Onboarding Checklist — What a new agent needs in their first 30 days — accounts, training, expectations, and early support.
- How to Onboard a New Real Estate Team Member — A repeatable onboarding sequence that gets a new team member productive without constant hand-holding.
Tools that pair with it
- Notion — Flexible workspace for SOPs, onboarding hubs, and team documentation.
- Google Workspace — Email, docs, sheets, and shared drives — the backbone of most team operations.