Real estate agent onboarding processes that work effectively help agents hit the ground running and maximize brokerage productivity. By creating an effortless digital experience for new agents, brokerages can ensure they feel fully integrated into their team, clients and technology from day one. A robust onboarding process also enables agents to develop a strong personal brand which ultimately increases client retention rates and increases satisfaction ratings.
As soon as a new real estate agent joins a brokerage, they should be equipped with all of the tools and resources they require for success. This should include accessing their back office software that manages every aspect of a transaction from start to finish; providing one central point allows agents to easily get on with business without hassle or confusion.
Brokerages that fail to offer top-of-the-line technology from onboarding can expect top agents to leave for competitors that do. A poor agent onboarding process could set a negative precedent that negatively impacts agent retention rates.
Successful agent onboarding starts with creating a pre-onboarding checklist with all of the steps that need to be completed by each new agent. For this purpose, create a document listing those required steps.
Brokerage teams should make sure to gather all of the required documentation and legal papers prior to onboarding agents, which may include:
Establish Technology Accounts and Privileges
Brokerages should ensure new agents can easily join by creating email accounts, CRM access and more in their back office system before their first day. This way, everything will be ready for them on day one!
Customizable Agent Profiles
New agents can be assigned custom profiles that make onboarding tasks simple and efficient for them, including checklists, documents and compliance forms relevant to them and in-person meetings to understand brokerage processes they will be working with. Brokerages can keep tabs on progress by viewing individual agent profiles in back office software.
After creating a profile for an agent, they can be guided through the process of uploading any necessary paperwork – even something as straightforward as scanning their license – making the onboarding experience more seamless for agents if it happens completely digitally.
Storage and viewing all documents in one central place eliminates manual management, reducing errors and making onboarding faster and more efficient while guaranteeing no key steps are missed.
Have the appropriate real estate agent onboarding software can be essential in helping a brokerage retain top agents and increase productivity. By creating an efficient onboarding process that saves both time and money while giving agents confidence that their support system is in place, brokerages can create the optimal environment to retain top talent and boost productivity.