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U.S. Team Member Onboarding Checklist

  • Updated

U.S. 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 Action Requested - Pending Transactions: if you have any transactions closing at your last brokerage that need to be paid through Real, please complete our pending transactions form within 30 days of being activated at Real to ensure we have them appropriately reflected on our end.
5 Attend Real Onboarding - Wednesdays @ 2PM ET for everything you need to know to get started: completing onboarding, transitioning into Real, an introduction to reZEN and our agent tools, support resources, Real’s key benefits and programs, and your first steps as a Real agent.
6 Attend Real Transaction Training - Tuesdays and Thursdays @ 1PM ET to learn how to enter listings and transactions, understand the steps to getting paid, process referral payments, and properly terminate listings or transactions.
7 Attend Navigating Real's Technology to learn how to effectively use Real Signature, Real Academy, and Workvivo to help you work smarter and more efficiently.
8 Attend Marketing Training - Mondays @ 1PM ET to learn about the many marketing resources available to help you build your brand. 
9 Attend Real's Benefits and Programs to understand what is offered and how to access benefits and programs exclusive to Real Agents.
10 Attend Ways to Earn Income at Real to learn more about Real’s wealth-building opportunities like stock and equity, Elite Agent status, revenue share, and more.
11 Visit and Bookmark the Real KnowledgeBase to understand all resources and benefits with Real.
12 If you are managing your own CRM through Lofty, attend Lofty Agent Training.
13

You’re set up! If you have any questions, please contact Support: How do I contact Real Support?

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