Templates
Property Management
Property Sales Agent Onboarding
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Property Sales Agent Onboarding

1
Provide a company overview and expectations of the role
2
Review of real estate regulations and ethical guidelines
3
Company policies and procedures orientation
4
Property portfolio introduction
5
Identification of professional development goals
6
Approval: Training Plan
7
Client management and relationship-building training
8
Property inspection training
9
Property valuation training
10
Set up mail, computer, and company database access
11
Facilitate introductions to existing team members
12
Review of marketing strategies and sales targets
13
Organize a meet and greet with existing clients
14
Review quarterly and annual sales goals
15
Approval: Sales Goals
16
Field work experience with a mentor
17
Competency assessment
18
Create a work schedule and outline of daily responsibilities
19
First week review with supervisor
20
Approval: Mentor Feedback