The August date is here for the NAR settlement changes and we will begin to see the real effects of what this has in store for our industry. We will finally have some actual facts to go with all the feelings circulating around this, which is exciting because the unknown will become known and navigating the new way forward will be that much easier.

One thing that happens whenever there is a shift in the industry is that agents tend to migrate toward organizations and teams that offer better systems, resources, technology, and tools. And since you’re a subscriber of our newsletter (and maybe even a client!) you are likely going to be the place agents are flocking to instead of from.

Having an onboarding checklist will help you to welcome these new agents to your team or brokerage in a smooth way, ensuring that they have the utmost confidence in you and your ability to lead them.

Save a copy of the attached document and personalize it to your organization. No, you cannot edit this one, silly! Then, add everything that you do when you onboard an agent – nothing is too small to add to this list. This allows you to ensure that everything you do for one agent is done for all so that there won’t be anything overlooked or forgotten.

A smooth onboarding is an initial key to a long relationship of success. By having a proven, repeatable process you will ensure that the onboarding experience is stress-free for both your new agent partner and yourself.