Yes! MNKY Agency specializes in recruitment marketing, onboarding automation, and brokerage growth strategy. We can help you design a scalable onboarding experience that attracts, develops, and retains top talent.
What’s the biggest mistake brokers make with onboarding?
Treating it like a one-time event instead of a 90-day process. Many brokers overwhelm agents in week one and then disappear. Consistency, structure, and support over time are what drive results.
Should I assign a mentor or onboarding buddy?
Absolutely. A mentor provides guidance, accountability, and cultural integration. It also gives new agents a go-to person for questions, which reduces overwhelm and builds connection.
How do I measure onboarding success?
Track KPIs like leads generated, appointments set, contracts written, and deals closed. Also measure engagement with training, attendance at meetings, and feedback from the agent on their experience.
What tools can help streamline onboarding?
Use tools like Trello, Google Sheets, Trainual, my favorite CRM - Hubspot to manage onboarding tasks, track progress, and automate reminders. A centralized resource hub is also key for easy access to training materials and templates.
How often should I check in with new agents?
Weekly check-ins are ideal during the first 90 days. These meetings help reinforce accountability, answer questions, and provide coaching based on real-time performance.
What should I include in an onboarding checklist?
Your checklist should cover tech setup, training sessions, marketing materials, goal setting, and milestone achievements. It should be easy to follow and trackable by both the agent and their manager.
How do I customize the plan for experienced agents?
Skip the basics and focus on integrating them into your systems, brand, and culture. Offer white-glove support for tech setup, marketing, and business planning. Let them hit the ground running while still feeling supported.
Why is onboarding so important for new agents?
The first 90 days set the tone for an agent’s entire career. A strong onboarding process builds confidence, accelerates productivity, and improves retention. Without it, agents are more likely to feel lost, disengaged, and leave the industry.
What is a 30-60-90 day plan in real estate onboarding?
It’s a structured roadmap that outlines what a new agent should learn, do, and accomplish in their first 90 days. It breaks onboarding into three phases—orientation, skill-building, and independence—to ensure consistent progress and support.
