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NEW AGENT
CHECKLIST


            https://placester.com/academy
New Real Estate Agent: Checklist

What to expect                                                      Nurture your relationships
   Treat real estate as a profession, not a hobby                         Get involved in your community
   Focus on both leads and listings, buyers and sellers                      Join your local realtor’s association
   Put in the hours                                                          Get to know public officials
   Remember that you are an entrepreneur                                     Volunteer
   Be open to clients and opportunities at all times                         Join a mastermind group
   Measure and evaluate your performance                                     Participate at your child’s school
   Set concrete, time-specific goals for improvement areas                    Join the board of an organization you care about
   Research trends, practices, and conventions in your local              Treat everyone you meet as a potential client
   market                                                                 Use a personal touch to stay connected with former clients
   Know that you may work weekends                                        Maintain a presence online
   Have some savings to live on for the first 6 months                     Preserve your reputation by focusing on quality, not quantity
   Be a cheerleader for what you do                                       Embrace your personality
   Start prospecting and don’t stop                                       Promote causes and organizations you believe in
   Use a CRM                                                              Be friendly, but professional
   Invest in your business and in your education                          Build and keep up relationships with coworkers
   Consider a real estate coach                                           Seek mentors, share concerns
   Do the stuff no one else wants to do                                   Shadow and request feedback from more experienced
   Work harder than your competition                                      agents
                                                                          Research and talk to top producers in your community/
                                                                          region


                                                                                                  https://placester.com/academy
                                                               For more detail: https://placester.com/guide-to-being a new agent/
New Real Estate Agent: Checklist

Embrace technology                                                    Choose your broker wisely
   Setup a website to build your brand and drive leads                      Research company earnings
   Use a CRM to keep track of clients, listings and deals                   Research company clients; compare to your
   Consider syndicating your listings for greater reach                     preferred niche
   Consider Craigslist to get buyers and sellers                            Research company, agent reputations
   Become a master of lead generation                                       Compare franchise agencies with local/family-
   Learn how to do SEO                                                      owned in your area
   Think in terms of building good systems so you can focus                 Interview brokers regarding:
   on creating relationship and closing deals                                  Commission splits
   Set up your profile on the major social media sites                          Technology/administrative support
   Educate yourself with books and blogs                                       Marketing/advertising budgets
   Take classes and talk to more experienced tech users                        Training and education programs
   Attend conferences to keep abreast of emerging trends                    Interview other agents regarding:
   Recruit experts to help you build your technology portfolio                 General satisfaction
   Market yourself with social media and networks                              Company culture
   Get comfortable with smartphones, mobile technology                         Management styles
   Use video                                                                   Future plans
   Don’t be a Luddite!




                                                                                                      https://placester.com/academy
                                                                 For more detail: https://placester.com/guide-to-being a new agent/

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New Real Estate Agent Checklist

  • 1. NEW AGENT CHECKLIST https://placester.com/academy
  • 2. New Real Estate Agent: Checklist What to expect Nurture your relationships Treat real estate as a profession, not a hobby Get involved in your community Focus on both leads and listings, buyers and sellers Join your local realtor’s association Put in the hours Get to know public officials Remember that you are an entrepreneur Volunteer Be open to clients and opportunities at all times Join a mastermind group Measure and evaluate your performance Participate at your child’s school Set concrete, time-specific goals for improvement areas Join the board of an organization you care about Research trends, practices, and conventions in your local Treat everyone you meet as a potential client market Use a personal touch to stay connected with former clients Know that you may work weekends Maintain a presence online Have some savings to live on for the first 6 months Preserve your reputation by focusing on quality, not quantity Be a cheerleader for what you do Embrace your personality Start prospecting and don’t stop Promote causes and organizations you believe in Use a CRM Be friendly, but professional Invest in your business and in your education Build and keep up relationships with coworkers Consider a real estate coach Seek mentors, share concerns Do the stuff no one else wants to do Shadow and request feedback from more experienced Work harder than your competition agents Research and talk to top producers in your community/ region https://placester.com/academy For more detail: https://placester.com/guide-to-being a new agent/
  • 3. New Real Estate Agent: Checklist Embrace technology Choose your broker wisely Setup a website to build your brand and drive leads Research company earnings Use a CRM to keep track of clients, listings and deals Research company clients; compare to your Consider syndicating your listings for greater reach preferred niche Consider Craigslist to get buyers and sellers Research company, agent reputations Become a master of lead generation Compare franchise agencies with local/family- Learn how to do SEO owned in your area Think in terms of building good systems so you can focus Interview brokers regarding: on creating relationship and closing deals Commission splits Set up your profile on the major social media sites Technology/administrative support Educate yourself with books and blogs Marketing/advertising budgets Take classes and talk to more experienced tech users Training and education programs Attend conferences to keep abreast of emerging trends Interview other agents regarding: Recruit experts to help you build your technology portfolio General satisfaction Market yourself with social media and networks Company culture Get comfortable with smartphones, mobile technology Management styles Use video Future plans Don’t be a Luddite! https://placester.com/academy For more detail: https://placester.com/guide-to-being a new agent/

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