New Agent Onboarding and Orientation (Updated 03/2026)

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

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

Step 2: Once you have an Orientation scheduled- 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. 

Step 3: Onsite Orientation and Review of accessRedwood

Onsite Orientation- (ASM) 2 hours estimated 

Confirm with EVP if the following has been done:

    • License transfer
    • Association transfer
    • Bright listings and broker transfer

Office Tour – ASM – 15-20 minutes

    • The first thing you should start with is a 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 (LiveEasy)

    • Ask the Experts Facebook Group


  • 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: Communications Timeline for New Projects and Company Updates

  • All-Employee Meeting

    New initiatives will be announced at the Friday meeting prior to CWSM week.

  • Company-Wide Sales Meeting (CWSM)

    Agent announcements will be made during CWSM. A support guide and meeting recording will be emailed to agents later that afternoon.

  • Office Sales Meetings

    Company-wide announcements and office-specific updates will be incorporated into the meeting slides.

  • Friday Communications Email

    Any pop-up updates, announcements, or newly posted recordings will be included in the weekly Friday email sent from Communications@c21redwood.com.

Step 5: Marketing Modules for Experienced Agents

  • Provide training of Select Marketing Package (https://accessredwood.com/items/select)
    • Let the agent know that they will receive an email communications from one of Select's Marketing. Here's a sample email:
    • Confirm that agent can log in to SNAP
      • Go through the widgets
      • Import contacts to their CRM
      • Update their bio for their website (or send bio change request through https://agentbio.c21redwood.com/)
      • Show them how to find training videos or join any upcoming SNAP trainings
  • Broker Website through Luxury Presence
    • 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/ 
  • 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

  • Social Media
    • Assist the Agent with updating their Social Media Channels 
    • If an agent is interested signing up with Social Bay, go to this guide: CLICK HERE

Step 6: Business Planning

EVP must go through the agent's business plan. Once they are ready to start their business plan, send them this link to fill out the sheet: Business Plan Form

Step 7: Book Ancillary Lunch- EVP

EVP holds Quarter Meet and Greet with Core Services

-OR-

Take agent out to coffee or lunch with an Core Services

Step 8: 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.

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