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Team Member Onboarding Checklist

  • Updated

Team Member Onboarding Checklist

Welcome to Real! We are excited to have you onboard. We prepared this handy checklist to facilitate your onboarding experience - please reach out to your team leader, team admin, or onboarding@therealbrokerage.com with questions. 

1

Complete a Real Application by signing the Independent Contractor Agreement (ICA) and paying the Join Fee.

You will need the following items to complete your application:

  • License Number(s) and Expiration Date(s)
  • MLS and Board information
  • A photo of the front of your Driver’s License
  • Estimated Sales Volume in the Last 12 Months
  • The name of your Sponsor
  • Payment information for the Join Fee
  • Banking Information: Routing and Account Number to receive commissions
  • Tax ID Information: Social Security Number and Business Entity ID (if applicable)
2 License Transfer Day: Team Specialist will coordinate with our Onboarding Coordinators and State Brokers to transfer your license. You will receive an email from Onboarding when activated.
3 Sign Team Member Addendum sent by Real. Until this is signed you will show as an Individual Agent at Real with a full, $12,000 Cap.
4 Attend Real Transaction Training - Tuesdays and Thursdays @ 1PM ET to learn how to set up your reZEN account, navigate reZEN, and enter deals into reZEN.
5 Attend Real Onboarding - Thursdays @ 4PM ET to learn about the many marketing resources available to help you build your brand. 
6 Visit and Bookmark the Real KnowledgeBase to understand all resources and benefits with Real.
7 If you are managing your own CRM through Lofty, attend Lofty Agent Training.

Also, join the All Things Lofty Group in Workvivo. (Make sure you are logged into Workvivo to access this link)
8 You’re set up! If you have any questions, please contact support@therealbrokerage.com.

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