New agent onboarding checklist
The first 90 days for a new real estate agent: set up, learn the call, get on the phone in week one, and build the daily routine that takes listings. Built for brokerages, teams and the agents they hire.
Before day one
Everything a new agent needs to be able to work on their first morning, in one place, signed off by their leader.
Week 1: learn the call, then get on the phone
Real learning happens on the phone. Practice the structure, then start dialing old expireds: less competition, and owners with time to talk.
3Weeks 2 to 4: new expiredsMove up as soon as you're comfortable. Practice the tougher calls first. Set an appointment in your first few weeks.
4The first listing, priced to sellTake it at a price that will sell: near the most recent like-kind sale. Allow extra time when an HOA or condo association must approve the buyer. When a listing sits, price is almost always the reason.
5Every day: the 3 P'sPractice. Prospect. Present. Then do it all again tomorrow. Practice 2 hours, prospect 2 hours, present at 1 appointment. Admin comes after.
A checklist tells new agents what to do. Practice gets them doing it.
New agents rarely stall for lack of a checklist. They stall at the phone, because they haven't said the words out loud enough to trust them. Members practice every morning, then dial, and their leaders can see the progress.
Free template
Yours to keep, no sign-up
- The 90-day checklist
- Week-one calling plan
- The 3 P's daily standard
- English and Spanish versions
- One free practice call
Everything behind it
Practice daily, see your progress
- Every new agent practices each call out loud with an AI seller until it's theirs
- Hear it, say it, type it: practice that sticks
- Scorecards leaders can review each week
- Talk tracks and handlers for every core call
- AI sellers matched to your market and each agent's level
- Team and brokerage seats with one dashboard
More free templates
Each one gives you the structure. Each one ends in a practice call.
Questions
The 3 P's: Practice. Prospect. Present. Then do it all again tomorrow.
Give every new agent a practice partner from day one. Try a call the way they would. Free, no sign-up.