Buyer Agent OnBoarding Agents Personal Information Name: __________________________________ Start Date: Address: (Street) (City) Home phone: (Zip code) Cell: Fax: E-mail address: Birth date: Social Security Number: In case of emergency, please contact: Relationship: (Name) Home Phone: Date Work: Task To Be Performed Other: Assigned To Date Assigned Expected Completion Date Completed Assigned To Date Assigned Expected Completion Date Completed Human Resource Day 1 Register License to New Office Day 2 Prepare W4 & I9 Form Day 2 Receive W4 & I9 Form Day 2 Order Business Card Day 3 Set up and/or explain Compensation procedure Office Set Up Day 1 Get New Agent all door keys Day 1 Identify In-Box for office mail Day 1 Establish Business Phone Extension Day 1 Have New Agent record voice mail message Day 1 Distribute Extension to Team Day 1 Set up Agents 3 Ring Binder Date Task To Be Performed Day 1 Explain 3 Ring Binder to Agent [email protected] * Page - 1 – (p) 800-957-8353 * www.CorcoranCoaching.com Day 1 Set up Accountability Tabs in Team Conscience Binder Day 1 Register License to New Office Day 2 Verify Set up Voice Mail Day 2 Set up Email Account Day 2 Set up Email Signature Day 2 Set up Electronic Stationery Day 2 Provide New Agent Contact Information To Everyone Day 2 Add to Team Distribution List Day 3 Explain Company Policy manual and get signature on last page Day 3 Introduce To Front Desk Personnel If Not A Team Member Day 3 Give Tour of Entire Office Day 2 Review Personal Office Set up Technology Training Day 2 Overview of Contact Manager Day 2 Overview of MLS System Day 2 Overview of In-office Phone System Day 2 Explain and Demo Hot-Line if Applicable Day 2 Explain Hot-Line call log book if Applicable Day 2 Review Tele-pro System if Applicable [email protected] * Page - 2 – (p) 800-957-8353 * www.CorcoranCoaching.com Date Task To Be Performed Assigned To Date Assigned Expected Completion Date Completed Education and Training Day 3 Review Team Mission Statement Day 3 Review Pre-list Package if Applicable Day 3 Explain Daily Activity Record Day 3 Set up Ideal Weekly Schedule Day 3 Review Lead Management Process Day 3 Practice filling out Buyer Information Sheet Day 3 Practice filling out Seller Information Sheet Day 3 Review Buyer Lead Management Worksheet Day 3 Review Buyer Book Day 3 Review Seller Book Day 4 Read through Scripts to Dialogue Book Day 4 Set up Daily Role Playing for Scripts Day 4 Sit through Initial Buyer Consultation Day 4 Role Play Buyer Presentation Day 5 Intro Letter to Agents past clients or sphere Day 5 Set Goals Day 5 Begin Prospecting OLD leads Day 6 Practice Writing 6 Contracts Day 7 Attend 2 Home Inspections Day 8 Attend 2 Final Walk Throughs Day 9 Attend 2 Closings (if applicable) Day 10 Meet with Lender Day 11 Meet with Primary Vendors Day 12 Tour of Market Area Day 12 Review Schools for primary selling communities [email protected] * Page - 3 – (p) 800-957-8353 * www.CorcoranCoaching.com Date Task To Be Performed Assigned To Date Assigned Expected Completion Date Completed Day 13 Attend two Closings Day 14 Review 5 Pending Buyer Files Day 14 Review 5 Completed, (Closed) Buyer Files Day 14 Set up Agent Training with Corcoran Consulting. Please fax completed and signed Agent On Boarding and signed Agent Ramp Up Coaching Agreement to us. 618.207.4806 Also send an email with Agents full name, email address and contact numbers to [email protected] to request the training. Training Assessment and Review Day 14 Set Goals Day 14 Take Training Assessment to complete On Boarding Process (see Training Assessment on pg 24) By signing below I, the above named employee of Bustamante Real Estate, Inc., acknowledges that I have completed the above tasks and have a full understanding that each task will give me the tools I need to ensure good skills. Employee Signature: Date: By signing below I acknowledge that the above named employee of Bustamante Real Estate, Inc. has successfully completed the above tasks and has a full understanding of each. Rainmaker Signature: [email protected] * Date: Page - 4 – (p) 800-957-8353 * www.CorcoranCoaching.com _______