New Agent Onboarding Questionnaire
NEW AGENT ONBOARDING QUESTIONNAIRE
Agent Name:
Brokerage:
Phone:
Format: (000) 000-0000.
Email:
example@example.com
Preferred Method of Communication:
Call
Text
Email
Preferred Communication Hours:
Birthday (Optional):
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
BUSINESS & TRANSACTION INFORMATION
1. How many transactions do you typically close per year?
2. What areas do you primarily serve?
3. Do you work with:
Buyers
Sellers
Both
4. Do you have a team?
Yes
No
5. Do you have an assistant?
Yes
No
If yes, who should be copied on transaction communications?
6. What CRM do you use?
7. What transaction management software do you use?
CONTRACT SUBMISSION PROCESS
8. How would you like contracts submitted to me?
Email
Shared Drive
CRM
Other:
9. When a contract is accepted, who sends the initial email introduction to all parties?
Agent
TC
Other
10. What documents do you want uploaded to your brokerage immediately after contract acceptance?
11. Are there any brokerage-specific compliance requirements I should know?
COMMUNICATION PREFERENCES
12. How often would you like transaction updates?
Daily
Weekly
Key Milestones Only
Other
13. Do you prefer updates via?
Text
Email
Phone Call
14. Would you like me communicating directly with: (Check all that apply)
Buyers
Sellers
Lenders
Title Companies
Attorneys
Cooperating Agents
15. Are there any communications you prefer to handle personally?
DEADLINES & TRACKING
16. How would you like critical deadlines tracked?
Email Reminders
Text Reminders
Shared Calendar
CRM Notifications
17. How many reminders would you like before a deadline?
One
Two
Multiple
18. Which deadlines are most important for you to receive reminders about?
INSPECTION & REPAIR PROCESS
19. How involved would you like me to be with inspections?
Schedule Only
Coordinate Communication
Track Repairs
Full Coordination
20. How do you typically handle repair negotiations?
21. How many days before closing would you like final reminders?
22. Would you like me to confirm (Check all that apply)
Closing Date
Utility Transfer Information
Final Walkthrough
Earnest Money Receipt
Commission Information
Brokerage Documents
23. Do you have preferred title companies, attorneys, or lenders?
CLIENT EXPERIENCE
24. Do you provide closing gifts?
Yes
No
25. Do you send client surveys after closing?
Yes
No
26. Do you have a preferred process for collecting reviews?
27. Are there any client touches you would like me to assist with?
EXPECTATIONS FOR YOUR TRANSACTION COORDINATOR
28. What are the three most important things you need from your TC?
29. What frustrations have you experienced with previous TCs?
30. What would make this partnership a huge success for you?
31. Is there anything else I should know about how you run your business?
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