Be Blessed in Real Estate

All Onboard! Unlocking Success

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When you think about onboarding to a new real estate office, it can be overwhelming.

Today’s episode will be an open discussion about onboarding processes and the lack thereof.  This is by no means an exhaustive study of the intricacies of onboarding, but this episode will give you a great overview.

One real estate agent at our office said the hardest part of onboarding is re-networking with a new office. It doesn’t matter how nice, accommodating, and helpful, the exercise of reintroducing to a whole other group of professionals can be daunting.

Danielle thought she would NEVER leave her first brokerage. So, when the decision was made she had to recreate myself: logo, Letterhead, Signature, etc. And, she had to complete it quickly as she was in the middle of several transactions.  Here is a list she created to help her be thorough.

Website recreation

  • Remove from Old Brokerage (this will probably be done for you - and quite abruptly at times)

  • Added to New Brokerage

  • Update your headshot for a clean break and then update photos on all platforms as you recreate profiles.

    • New Email

    • Your old brokerage will most likely push a button and turn you off the moment they receive notice of the move.

    • Make sure you forward all important emails, contacts, (google will allow a transfer if your broker is amicable)  before you talk to your broker about moving.

      • Database - our next topic will be all about database, for now 

      • Make sure your CRM login is personal

      • Make sure you will have access to your contacts

      • Make sure you will have access to your files

      • Make sure you will have access to your creative sites

        • Social Media updates

        • Facebook

        • LinkedIn

        • Instagram

        • Youtube

        • TikTok

        • Telegram

        • X (Twitter)

          • Professional Profiles

          • Realtor.com

          • Homes.com

          • MLS

          • Zillow

          • Google

          • Redfin

          • Trulia

          • HAR

          • RealtyHop

            • Other Applications

            • ForeWarn (Safety App)

            • Photofy

            • Canva

            • Mail Apps

            • Title Company App (for netsheets and mortgage calculators)

              • Items most likely on Dani’s list

              • Local Association

              • MLS

                • Current Transactions

                • Must amend listing agreements in place

                • Must amend Buyer Agent Agreements in place

                • Must amend all agreements that are still in process.

                  • Google yourself and see what comes up.







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