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Domestic Team Onboarding Checklist

  • Updated

Welcome to Real! We are excited to have you join us. In order to improve the quality of your Onboarding, and make sure you are set up properly on your Domestic Team, please allow 1 week from your Discovery Call to complete the process. Questions? teams@therealbrokerage.com 

1

Schedule and hold a Discovery Call with your Team Specialist. The goal of the Discovery Call is to: 
(1) understand your team structure; and (2) walk you through the Onboarding Process. 
To prepare for the call, please gather the following information: 

  • Date you want to fully move your team to Real 
  • List of Boards & MLS Team Leader and Team Member are currently affiliated with 
  • List of who does property management, new construction, or wholesale transactions, if applicable
2 Confirm Team Roster is completed and accurate and send to Team Specialist.
3 Team Specialist will coordinate with the State Broker regarding Team Name approval. 
4

Ensure that each of you completes a Real Application by signing the Independent Contractor Agreement (ICA) and paying the Join Fee. 

Each member will need the following items to complete the application: 

  • License Number(s) and Expiration Date(s) 
  • MLS and Board information 
  • A photo of the front of their Driver’s License 
  • Estimated Sales Volume in the Last 12 Months 
  • The name of their 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)
5 License Transfer Day: Team Specialist will coordinate with our Onboarding Coordinators and State Brokers to transfer the agents’ licenses.
6 Sign Domestic Team Addendum sent by Real.
7 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.
8 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.
9 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.
10 Attend Marketing Training - Mondays @ 1PM ET to learn about the many marketing resources available to help you build your brand. 
11 Attend Real's Benefits and Programs to understand what is offered and how to access benefits and programs exclusive to Real Agents.
12 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.
13 Visit and Bookmark the Real KnowledgeBase to understand all resources and benefits with Real.
14 If you are managing your own CRM through Lofty, attend Lofty Agent Training.
15

Your Team formation is complete and we will be doing regular check-ins, but please let us know if you have any questions: Teams@TheRealBrokerage.com. 

 

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