Experienced Agent Orientation (Updated 04/2025)

Use this guide to help with the Orientation of agents to Redwood. Orientations should be performed by ASMs/Marketing and Productivity Managers for Experienced agents.

Step 1: Send Welcome Email - Send this prior to Orientation (24-48 hours once you get info from Corporate) and Partners Email

  • Send this Welcome email ASAP in Hubspot with the agent’s login information.  Please send this email within 24-48 hours after the agent signs up using their personal email (not the Redwood email). The processing team will update the email in Hubspot to the Redwood email 3 days after we receive the paperwork.
    • Support Guide Link on how to create Welcome Email HERE
  • Send a separate email to the agent the next day with your core partners cc’d as an introduction.  In this email, you can also, include any DC, MD, WVA or PA EVP if your home office EVP does not have all of the licenses that your agent has. If you need to know who are the EVPs licensed in each office, you can go to this guide: Firm, Branch, and Broker Licenses for Each State

Step 2: Once you have an Orientation scheduled- Log the Meeting in Hubspot and let your Core Partners know when the orientation is scheduled

  • Please let your Core Partners know the date and time of Orientations. This way if their schedule allows, they can pop in to say hello. 
  • Log ALL Orientations in Hubspot using Log a Meeting HERE and then Select meeting type = Orientation (see below).

Step 3: Onsite Orientation and Review of Access Redwood

Onsite Orientation- (ASM) 2 hours estimated 

Check the Dashboard under Agent Account or workspace to ensure all have been transferred: Licenses, Bright and Local Association Transfer. If not, during this time, , make sure you assist with these tasks.

Office Tour – ASM – 15 minutes

    • The first thing you should start with is another tour of the office and explain how your office functions.
    • Provide Key Fob
    • Show them their Mailbox
    • Show them where to find Printer/Coffee/Supplies etc.
    • Install their Printer Driver
    • Explain Office Parking- If applicable
    • Make sure they like & follow company FB and IG
    • Make sure they are on and know about office-level groups (send invite)

Redwood Gives Back: ASM – 2 minutes 

  • Overview of program and office charities
  • Office Ambassador

STEP 3B

  • Go over accessRedwoods 
    • Show them Accessredwood and how to log in
    • Show them the accessRedwood Home Page
    • Show Support Center and explain to them what it is for
    • Make sure they can log into their Google Workspace and let them know about the support guide for training HERE
    • Tell them to flag any account set up/activation emails – Moo.com, 21Online and Redwood CRM
    • Office, Redwood Calendars and Reserving a Room HERE
    • Show them where to find the photographer’s info in accessRedwood to schedule a new headshot
    • If they are ready, walk them through this step and schedule it with them if not Assign them homework
  • Social Graphic of Welcome Announcement (Need Current Headshot if they have and want this done soon. If not, can wait for new headshot) (HERE)
  • Order Business Cards or if they are not ready then make sure they know how to order them 
  • Discuss Google Workspace and show them the following:
    • Email
    • Calendar and Room Reservation 
    • Drive
    • GoogleMeet
    • Update Google Business HERE
  • Introduce them to additional Support and Concierge Programs 
    • Transaction Concierge
    • Redwood Home Concierge

    • The Experts Series


  • Market Place and Ordering Signs
    • Convenience Stock 
    • Redwood Store
    • Show agents where to purchase custom signs/riders
      • If they are ready to do so, place the order with them 
  • Show them 21online! 
  • zipForm and DocuSign
  •  Paperless pipeline, Commissions and Paperwork submission process
  • Processing:  
    • Cover the Paperwork Processing Policy located on page 6 of the Policy Manual - show them where to find the office processing emails 
    • Explain the Transaction Coversheets – what they are used for and where to find them
    • Discuss company EMD Policies and Wiring instructions and Zoccam with Highland Title HERE
    • Discuss compensation policies from pg 15 of the Policy Manual (i.e. how quickly commissions are disbursed, explaining that all required paperwork must be submitted in order to be paid.) HERE 
    • Show on support center where to find Redwood Required Forms
    • Rental Applications- We have agents use Rentspree
    • Wire Instructions HERE
    • Zillow Rental Listings Leads. If an agent does rentals then please cover this policy HERE

Step 4: Marketing Modules for Experienced Agents

  • Broker Website
    • Show them the Broker Website www.c21redwood.com
      • Show the about page of the agent as well as the agent’s Redwood subdomain.
      • Work with agents to create or update their bio (ASM). For any bio change request, send to https://agentbio.c21redwood.com/ 
      • Show how to schedule a video bio HERE
  • Redwood Tech Stack 
  • Marketing Studio 2.0.=  Book 30 minutes for this program 
    • Make sure that their profile is created and set up.
    • Active the account by logging in so  that the AMPs are activated) 
    • Getting Started with Marketing Studio 2.0 HERE
    • Brochures: Here
    • Flyers: Here
    • Social: Here
    • Video: Here

  • Cloud CMA Book 30 minutes for this program MUST BELONG TO 
    • Link to Bright
    • Update Profile 
    • Demonstrate how to create a CMA
    • Cloud CMA Listing Presentation HERE and Cloud CMA Live HERE
    • Cloud CMA Buyer Presentation HERE

  • Listing Presentation Learning Trail HERE
    • Discuss Redwood’s AI Boost for all listing for the first 5 days and how they can order additional ads HERE
    • Show them again how to see reports with Golden Ruler
  • Social Media
    • Experienced agents can book a Social Media session with our Strategist HERE
    • Show them where to find Weekly Social Media Marketing and Training HERE
    • Assist the Agent with updating their Social Media Channels 

Step 5: Business Planning - Make sure Agent has scheduled meeting for Business Planning

  • Ask the Agent if they want to sign up for RGA
  • Ask the Agent if they want to sign up for the Office Accountability Group
  • Business Planning:  Lead by EVP
    • Learning Trail for 2023 HERE

Step 6: Book Ancillary Lunch- EVP

EVP holds Quarter Meet and Greet with Core Partners

-OR-

Take Recruit out to lunch with an Ancillary 

Step 7: 30 Day Check-up

Please make sure that you are frequently checking in with your new agent. It is a best practice to recommend that your agent works from the office as much as possible for the first few weeks. If they can not commit to that, schedule a weekly check-in with them for their first 30 days- 90 days.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us