New Agent Onboarding and Orientation (Updated 04/2026)

Orientations should be performed by ASMs/Marketing and Productivity Managers for new agents.


Once the agent has started the transfer process, the Operations Team will create and share the following onboarding materials with the Field Staff members:

One Week Prior to Joining

Agents should complete the following tasks approximately one week before officially coming on board to ensure a smooth transition:

  • Review current tools, platforms, and systems that will not transfer to the new brokerage
  • Transfer or export business emails to a personally paid account, if applicable
  • Export and download CRM contacts: Click Here to Access Instructions on How to Download Contacts from CRM
  • Download all active and closed transaction documents
  • Back up important files and documents to a secure personal storage location
  • Confirm which licenses, associations, and memberships need to be transferred

Day of Transfer

The following items should be completed on the agent’s official transfer date to ensure a smooth onboarding experience and uninterrupted business operations.


Required Transfers & Documentation

  • Complete and sign the New Agent Package
  • Transfer real estate license(s) in all applicable jurisdictions
  • Transfer all active listings in Bright MLS
  • Update brokerage affiliation in Bright MLS
  • Transfer memberships with local associations

Quick Start Setup

Assist the agent with logging into:

  • Gmail
  • zipForm
  • DocuSign

Marketing & Branding Items

  • Request the agent’s headshot
  • Request the agent’s bio
    • If no bio is provided, draft an initial version for agent review
  • Create the Welcome Announcement social graphic for Redwood use
    • Post in the Office Facebook Group
    • Send to marketing@c21redwood.com
  • Send the Welcome Announcement social graphic for the agent’s personal use
  • Send the agent’s email signature

Communication & Introductions [See Instructions Below]

  • Send the Welcome Email and cc onboarding@c21redwood.com
  • Send the Partner Introduction Email and cc onboarding@c21redwood.com
    • Include any DC, MD, WV, or PA EVP if the home office EVP does not hold all licenses aligned with the agent’s business

Scheduling & Next Steps

  • Schedule follow-up onboarding and orientation appointments with the agent’s ASM and M&P team members

Step 1: Send Welcome & Partner Introduction Emails

Send the Welcome Email within 24–48 hours of receiving the agent’s information from Corporate and prior to Orientation.


Step 1a: Welcome Email

Send the Welcome Email as soon as possible via Gmail.

CLICK HERE to access the Welcome Email templates and select your office.


Attachments & Inclusions

  • What to Expect Guide: Click Here to access the “What to Expect Guide”
  • Agent Email Signature: Created by Operations Team and shared with Field Staff Prior to sending the welcome email.
  • Agent Announcement Social Post (For Agent SOI): Created by Operations Team and shared with Field Staff Prior to sending the welcome email.

Agent Reminders

  • Ask the agent to bring their laptop to any in-person meetings.
  • Encourage the agent to attend Orientation in person for a more focused and engaging experience.

Step 1b: Partner Introduction Email

Send a separate introduction email to the agent the following day and copy all Core Partners.

  • In this email, include any DC, MD, WV, or PA EVP if your home office EVP does not hold all licenses aligned with the agent’s business.

To identify which EVPs are licensed in each office, refer to:

Firm, Branch, and Broker Licenses for Each State

Step 2: Notify Core Partners of Orientation Date

Once the Orientation is scheduled, notify all Core Partners of the date and time. This allows partners to stop by and introduce themselves if their schedule permits.

Onsite Orientation

Staff should use the agent’s Onboarding Spreadsheet to track all onboarding tasks and completion items. The sections below provide a general overview of the systems, tools, and resources that should be reviewed during onboarding. The spreadsheet will also be shared with the agent and includes links to support guides and training resources for both staff-led review and independent agent reference before or after training sessions.

Example of Onboarding Tracker Template:

Office Orientation

  • Office tour and amenities
  • Key fob, mailbox, parking, and conference rooms
  • Office groups, social media, and culture programs

Technology & Systems

  • Google Workspace setup
  • AccessRedwood and Support Center
  • Account activations, passwords, and printer setup

Business & Transaction Tools

  • CENTURY 21 platforms and tools
  • zipForm, DocuSign, and Paperless Pipeline
  • Required forms, policies, and commission procedures

Marketing & Branding

  • SNAP tools and CRM
  • Marketing Studio 2.0 and Cloud CMA
  • Social media, business cards, websites, and signage

Agent Support Programs

  • Concierge and coaching programs
  • Training, certifications, and additional support resources

First 30 Days at Redwood

During the agent’s first month at Redwood, staff should continue providing support, training, and business development guidance to help ensure a successful transition.


Business Planning & Coaching

  • Business planning and coaching sessions with the EVP
  • Schedule and attend a Core Services meeting
  • Set up additional systems training and follow-up sessions with ASM/M&P

Marketing & Business Development

  • Review the Listing Presentation support guide
  • Review the agent’s custom brochure
  • Complete and review the agent’s online presence audit

Social Media Setup & Optimization

Review, create, or update:

  • Facebook Business Page
  • Instagram profile
  • LinkedIn profile

Ongoing Support

  • Conduct a 30-day check-in to review progress, answer questions, and identify additional support opportunities
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