Hit the Ground Running at Your New Broker Office
Don’t Just Show Up—Stand Out & Impress
Starting at a new brokerage can be overwhelming—especially if you’re new to the real estate industry. Many brokerages provide limited guidance, leaving new agents feeling lost and unsure of what to do first. These instructions will be your personal onboarding assistant, walking you through every task you need to complete during your first days with your new real estate brokerage.
You’ll discover how to:
- Take charge of your onboarding with confidence
- Collect critical brokerage and office information
- Build strong relationships with key staff and support contacts
TELL US WHERE TO SEND THE GUIDE
What’s Inside
This PDF is printable and these agent onboarding instructions include:
- A complete new agent onboarding checklist
- Key questions to ask your broker on Day One
- A list of must-know contacts at your office
- A form to track training, licensing, and tech setup
- Space to record contact info, logo sites, and email compliance notes, and more
Who Is This For
These instructions are ideal for:
- Newly licensed agents joining their first brokerage
- Agents switching brokerages who want a smooth transition
- Brokers, team leaders, and coaches who onboard new team members
- Anyone looking to make their first days at a brokerage less chaotic
Why It Works
Most brokerages assume agents will “figure it out.” But smart agents know success starts with a strong foundation. This list helps you stay organized, ask the right questions, and complete the important tasks that often fall through the cracks. It ensures nothing gets forgotten and sets the tone for professionalism and preparedness from day one.
Frequently Asked Questions
Q: I just passed my real estate exam. Is this the right resource for me?
A: Yes! This guide was created specifically for new licensees who want to turn their license into a successful career as quickly as possible.
Q: Is this useful for experienced agents too?
A: Yes. Any agent switching brokers will find this useful.
Q: Can I print this?
A: Yes! It’s a PDF file that can be printed, which is what you want so you can keep track of what you’ve already accomplished and what you still need to do.
Q: Will this save me time?
A: Yes. The sooner you get onboarded at your broker’s office, the sooner you can succeed in your new real estate career.
Q: Will this help me reduce costly mistakes?
A: Of course! When you know what to do you can prevent mistakes and re-dos that cost extra money.
Q: Will this help me be more productive?
A: Yes. Instead of trying to figure out what to do on your own or depending on an unknown entity at your broker’s office, these instructions explain exactly what to do when starting.
Q: Won’t my broker give me this?
A: Maybe or maybe not. Many brokerages don’t offer comprehensive training. Their list will probably just include their onboarding tasks that are brokerage-specific.
Q: Will this help me make money sooner?
A: Probably. By getting the basics out of the way quickly, you can start having productive conversations with clients and begin converting leads into commissions.