Templates
Property Management
Property Consultant Onboarding
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Property Consultant Onboarding

1
Issue job offer letter to the selected candidate
2
Execute Job Offer Signing and Collection
3
Collection of basic personnel information
4
Conduct Background Check
5
Approval: Background Check
6
Company Policy and Procedures Introduction
7
Initiate Benefits Registration Process
8
Assign Company Equipment and Access Cards
9
Introduction to key team members
10
Provide Property Consultant Primer Resources
11
Schedule Orientation Program
12
Training on industry specific software or tools
13
Approval: Traning Efficacy
14
Adherence to Compliance Standards Training
15
Guidance on Property Listings Management
16
Client interaction protocol training
17
Approval: Client Interaction Protocol Adherence
18
Provide Performance Expectations and Evaluation Criteria
19
Schedule first official client meeting
20
Introduce to continuous learning and development programs