01
Week 1 — Systems and people
CRM and trust software access, email signatures, business cards, intro meetings with key landlords/owners, walkthrough of office processes and compliance basics.
02
Weeks 2–4 — Shadow and structure
Shadow a senior, set 30/60/90 day targets, weekly 1:1s with the manager, and a clear definition of what 'good' looks like in their first 90 days.
03
Days 30–60 — Independent execution
Hand over a defined portfolio, listings or BDM territory. Manager checks pipeline weekly, not daily. Address gaps fast.
04
Days 60–90 — Review and reset
Formal 90-day review against original targets. Adjust scope, commission or support model based on real performance — not vibes.
Hiring for Real Estate Onboarding Checklist?
Brief us in 30 minutes. Shortlist within 7–14 days. Replacement guarantee on every placement.
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