New Hire Onboarding for Real Estate
Guides a new employee from their first day through full integration into the team and role over the first 90 days.
Supports Real Estate Institute compliance, trust account management requirements, and state property legislation documentation.
Workflow Stages
Pre-Arrival Preparation
Set up the new hire workstation, accounts, and materials before their first day.
Inputs
- Signed offer letter
- IT provisioning request
- Welcome package checklist
Outputs
- Workstation configured
- Accounts and access created
- Welcome package prepared
First Day Orientation
Welcome the new hire, complete essential paperwork, and introduce them to their team and workspace.
Inputs
- Orientation agenda
- Employment forms
- Office tour plan
Outputs
- Completed employment documents
- Office tour completed
- Team introductions made
Role-Specific Training
Provide training on the tools, systems, and processes specific to the new hire role.
Inputs
- Training plan
- Role documentation
- Training system access
Outputs
- Training modules completed
- Initial competency assessment
- Questions and gaps identified
30-Day Check-In
Conduct a formal check-in to assess progress, address concerns, and adjust the onboarding plan.
Inputs
- Onboarding progress tracker
- New hire feedback
- 30-day goals
Outputs
- Check-in inspection notes
- Updated goals for next 30 days
- Any issues escalated
Decision Points
- • Is the new hire on track?
- • Are adjustments to the onboarding plan needed?
60-Day Check-In
Review deeper integration into the role, team dynamics, and growing independence.
Inputs
- 30-day check-in notes
- Performance observations
- Peer feedback
Outputs
- 60-day assessment
- Independence milestones confirmed
- Development areas identified
90-Day Review and Onboarding Completion
Conduct a comprehensive review marking the end of the formal onboarding period.
Inputs
- 60-day assessment
- Performance metrics
- Onboarding completion checklist
Outputs
- 90-day performance review
- Onboarding formally completed
- Long-term development plan initiated
Decision Points
- • Has the new hire met onboarding milestones?
- • Is an extended onboarding period needed?
Frequently Asked Questions
What if a new hire is struggling during onboarding?
The hiring manager works with HR to create a targeted support plan, which may include additional training, mentoring, or workload adjustments.
What paperwork needs to be completed on the first day?
Essential forms include tax withholding, benefits enrollment, emergency contacts, equipment acknowledgment, and company policy acknowledgments.
Is there a buddy or mentor program?
Yes, each new hire is paired with an experienced team member who serves as their onboarding buddy for informal guidance and support.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.