Buyer Agent OnBoarding

Agents Personal Information

Name: ______Start Date:

Address:

(Street)(City)(Zip code)

Home phone: Cell:

Fax: E-mail address:

Birth date: Social Security Number:

In case of emergency, please contact:

Relationship:

(Name)

Home Phone: Work: Other:

Date / Task To Be Performed / Assigned To / Date Assigned / Expected Completion / Date Completed
Human Resource
Day 1 / Register License to New Office
Day 2 / Prepare W4 & I9 Form
Day 2 / Receive W4 & I9 Form
Day 2 / Order Business Card
Day 3 / Set up and/or explain Compensation procedure
Office Set Up
Day 1 / Get New Agent all door keys
Day 1 / Identify In-Box for office mail
Day 1 / Establish Business Phone Extension
Day 1 / Have New Agent record voice mail message
Day 1 / Distribute Extension to Team
Day 1 / Set up Agents 3 Ring Binder
Date / Task To Be Performed / Assigned To / Date Assigned / Expected Completion / Date Completed
Day 1 / Explain 3 Ring Binder to Agent
Day 1 / Set up Accountability Tabs in Team Conscience Binder
Day 1 / Register License to New Office
Day 2 / Verify Set up Voice Mail
Day 2 / Set up Email Account
Day 2 / Set up Email Signature
Day 2 / Set up Electronic Stationery
Day 2 / Provide New Agent Contact Information To Everyone
Day 2 / Add to Team Distribution List
Day 3 / Explain Company Policy manual and get signature on last page
Day 3 / Introduce To Front Desk Personnel If Not A Team Member
Day 3 / Give Tour of Entire Office
Day 2 / Review Personal Office Set up
Technology Training
Day 2 / Overview of Contact Manager
Day 2 / Overview of MLS System
Day 2 / Overview of In-office Phone System
Day 2 / Explain and Demo Hot-Line if Applicable
Day 2 / Explain Hot-Line call log book if Applicable
Day 2 / Review Tele-pro System if Applicable
Date / Task To Be Performed / Assigned To / Date Assigned / Expected Completion / Date Completed
Education and Training
Day 3 / Review Team Mission Statement
Day 3 / Review Pre-list Package if Applicable
Day 3 / Explain Daily Activity Record
Day 3 / Set up Ideal Weekly Schedule
Day 3 / Review Lead Management Process
Day 3 / Practice filling out Buyer Information Sheet
Day 3 / Practice filling out Seller Information Sheet
Day 3 / Review Buyer Lead Management Worksheet
Day 3 / Review Buyer Book
Day 3 / Review Seller Book
Day 4 / Read through Scripts to Dialogue Book
Day 4 / Set up Daily Role Playing for Scripts
Day 4 / Sit through Initial Buyer Consultation
Day 4 / Role Play Buyer Presentation
Day 5 / Intro Letter to Agents past clients or sphere
Day 5 / Set Goals
Day 5 / Begin Prospecting OLD leads
Day 6 / Practice Writing 6 Contracts
Day 7 / Attend 2 Home Inspections
Day 8 / Attend 2 Final Walk Throughs
Day 9 / Attend 2 Closings (if applicable)
Day 10 / Meet with Lender
Day 11 / Meet with Primary Vendors
Day 12 / Tour of Market Area
Day 12 / Review Schools for primary selling communities
Date / Task To Be Performed / Assigned To / Date Assigned / Expected Completion / Date Completed
Day 13 / Attend two Closings
Day 14 / Review 5 Pending Buyer Files
Day 14 / Review 5 Completed, (Closed) Buyer Files
Day 14 / Set up Agent Training with Corcoran Consulting.
Please fax completed and signed Agent On Boarding and signed Agent Ramp Up Coaching Agreement to us.618.207.4806
Also send an email with Agents full name, email address and contact numbers to to request the training.
Training Assessment and Review
Day 14 / Set Goals
Day 14 / Take Training Assessment to complete On Boarding Process
(see Training Assessment on pg 24)

By signing below I, the above named employee of Bustamante Real Estate, Inc., acknowledges that I have completed the above tasks and have a full understanding that each task will give me the tools I need to ensure good skills.

Employee Signature: Date:

By signing below I acknowledge that the above named employee of Bustamante Real Estate, Inc.has successfully completed the above tasks and has a full understanding of each.

Rainmaker Signature: Date: ______

Page - 1 –

* (p) 800-957-8353 *