Agent Onboarding That Doesn’t Suck: how to get new agents productive in 30 days or less

Why onboarding is a competitive advantage for brokerages

Every brokerage says they “support” agents. Onboarding is where that promise gets tested. A structured launch:

• Builds trust and momentum with new agents.
• Reduces errors and compliance issues.
• Creates a consistent experience you can improve over time.

Why most agent onboarding fails

Common failure modes include:

• No clear roadmap for the first 30–90 days—just a pile of logins.
• Overwhelming new agents with information instead of activities.
• No ownership: no one is clearly responsible for onboarding outcomes.

A 30-day onboarding framework you can run on Brokurz

Here’s a simple structure you can adapt. The goal is productive activity, not just training hours.

Week 1: Foundation

• Licensing and paperwork complete in Brokurz.
• Core systems set up (email, CRM, transaction access).
• Orientation call: expectations, support channels, 30‑day goals.

Week 2: Activity

• Daily prospecting blocks scheduled.
• First 2–3 buyer or seller consultations booked.
• Shadowing or roleplays on key conversations logged in Brokurz.

Week 3–4: Pipeline and execution

• First deals entered into Brokurz pipeline.
• Task reminders and checklists driving each step from lead to contract.
• Weekly 1:1s tied to data in Brokurz, not just gut feel.

Running onboarding inside Brokurz

Brokurz lets you turn your onboarding into a repeatable program:

• Templates for tasks, checklists, and training plans.
• Automated reminders and notifications for both agents and staff.
• Dashboards that show who is on track, at risk, or stuck.

Over time, you can iterate based on real outcomes—time to first deal, retention, and production curves.

FAQ: agent onboarding and Brokurz

Does this work for both new and experienced agents?

Yes. The content and pace may differ, but both groups need structure. Experienced agents especially care that you respect their time and give them a clear path into your systems.

Who should own onboarding in my brokerage?

Ideally, you have a clear owner (broker, manager, or ops lead) who is responsible for onboarding outcomes—even if multiple people contribute. Brokurz makes it easier for that person to manage the program.