A well-structured onboarding process is essential for agent success and retention. When brokers invest in onboarding, they set the tone for productivity, compliance, and culture. Here’s how we recommend building an effective onboarding framework.
1. Start with a Clear Onboarding Timeline #
Agents need structure from day one. We suggest creating a 30-60-90 day plan that includes:
- Day 1–7: Compliance, tech setup, introductions
- Day 8–30: Marketing basics, CRM training, lead generation
- Day 31–90: Advanced strategies, performance tracking, goal setting
This phased approach prevents overwhelm and ensures steady progress.
2. Provide Immediate Access to Tools #
Agents should have instant access to:
- CRM and lead management systems
- Transaction management software
- Marketing templates and brand guidelines
- Training resources and video libraries
Quick access reduces downtime and accelerates productivity.
3. Include Compliance and Legal Training #
Cover essentials like:
- State licensing requirements
- Brokerage policies
- Fair housing laws
- Contract procedures This protects both the agent and the brokerage.
4. Build a Marketing Launch Kit #
Agents need tools to start generating business immediately. We recommend:
- Social media templates
- Email drip campaigns
- Personal branding guidelines
- Listing presentation materials
A strong marketing foundation helps agents hit the ground running.
5. Assign a Mentor or Support Contact #
Pairing new agents with experienced mentors or a dedicated onboarding specialist fosters confidence and reduces attrition. Regular check-ins ensure questions are answered quickly.
6. Use Technology for Engagement #
Leverage platforms like:
- SharePoint or Google Drive: Centralized resources
- Slack or Teams: Communication and culture building
- Learning Management Systems (LMS): Structured training modules
Technology keeps onboarding organized and scalable.
7. Track Progress and Provide Feedback #
Use dashboards or checklists to monitor:
- Completed training modules
- First transactions
- Marketing activity Regular feedback sessions help agents stay aligned with goals.
Key Takeaways #
- Create a structured 30-60-90 day onboarding plan
- Provide immediate access to tools and resources
- Cover compliance and legal essentials
- Equip agents with marketing materials
- Assign mentors for support
- Use technology for scalability
- Track progress and offer feedback
About MNKY Agency #
MNKY Agency helps brokerages recruit and retain agents with proven strategies, onboarding frameworks, and pay-per-transaction recruiting models. No monthly fees, no fluff—just results.
