New Agent Checklist

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New Agent Onboarding Checklist

(For agents who have already established their brokerage with CREB)

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1. Compliance & Licensing

• Confirm CREB membership activation

• Verify Alberta Real Estate Association (AREA) membership

• Set up RECA (Real Estate Council of Alberta) licensing & confirm brokerage affiliation

• Complete Coldwell Banker brokerage agreements & policies (Paperwork Rob Sent you)
   

2. Brokerage Orientation

• Meet with Morgan Rivas for your Onboaring Session

• Review brokerage policies & procedures manual

• Opt in for a Coldwell Banker Email with Jeanine (email her to set that up, it's about $12/month)

• Meet key staff - www.cbmc-office.com/staff

• Understand commission structures, payment schedules, and reporting procedures
   

3. Technology & Tools Setup

• Access and set up Coldwell Banker Dash - MYCBDESK - CBIGNITE - CBMC-OFFICE.COM

• Register for CREB MLS® & understand listing processes

• Learn Coldwell Banker marketing tools (CBx, Listing Concierge, MoxiWorks, etc.)

• Set up e-signature tools (nexone)
   

4. Branding & Marketing Setup

• Order business cards & signage

• Set up a professional real estate email signature

• Complete Coldwell Banker brand training & guidelines

• Set up social media business profiles (Facebook, Instagram, LinkedIn)

• Create a personal agent website or profile page (if provided by brokerage)

• Enroll in Coldwell Banker marketing training (social media, lead generation, digital ads)
   

5. Training & Development

• Attend Coldwell Banker Monday Morning Meeting

• Review & practice buyer and seller presentations

• Attend CREB’s MLS® training sessions
   

6. Business & Lead Generation Setup

• Develop a 90-day business plan & lead generation strategy

• Set up a database & start building a sphere of influence

• Learn & implement Coldwell Banker referral & networking strategies

• Explore farming strategies (neighborhood, condo buildings, etc.)
   

7. Transactions & Administrative Setup

• Understand the brokerage’s transaction management system

• Learn the process for submitting offers, paperwork, and commission disbursements

• Set up automatic reminders for license renewals & professional development credits

• Review brokerage expectations for handling deposits & trust accounts
   

8. Networking & Industry Involvement

• Join Coldwell Banker internal networking groups (facebook group)

• Attend CREB & AREA industry events, training, or networking opportunities

• Identify local mortgage brokers, home inspectors, and legal contacts for referrals
   

9. Goal Setting & Performance Review

• Set first-year sales goals with the brokerage leadership

• Schedule check-ins with broker or mentor (30, 60, 90 days)

• Review progress and adjust business strategies as needed

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