New Agent Success Checklist
Your Complete Guide to Starting Your Real Estate Career
0% Complete (0 of 25 items)
📋 Legal & Licensing Requirements
Obtain Real Estate License
Complete all required education, pass provincial exam, and receive your license certificate.
Week 1
Join Local Real Estate Board/MLS
Register with your local real estate association and gain MLS access.
Week 1-2
Secure Errors & Omissions Insurance
Protect yourself with professional liability insurance.
Week 2
Set Up Business Structure
Decide on LLC, sole proprietorship, etc., and register if necessary.
Month 1
🏢 Brokerage & Team Setup
Choose Your Brokerage
Research and select a brokerage that aligns with your goals and provides good support.
Week 1
Complete Brokerage Onboarding
Finish all required paperwork, training, and orientation sessions.
Week 2
Find a Mentor
Connect with an experienced agent who can guide you through your first year.
Month 1
💼 Business Setup & Tools
Open Business Bank Account
Separate your business and personal finances with a dedicated business account.
Week 2
Set Up CRM System
Choose and configure a customer relationship management system for leads and clients.
Week 3
Create Professional Email
Set up a professional email address using your name or business name.
Week 2
Purchase Essential Technology
Invest in a reliable smartphone, laptop, camera, and necessary software/apps.
Week 2-3
Set Up Accounting System
Choose accounting software (QuickBooks, etc.) to track expenses and income.
Month 1
📱 Marketing & Branding
Create Professional Headshots
Invest in high-quality professional photos for marketing materials.
Week 3
Design Business Cards
Create professional business cards with your contact information and branding.
Week 3
Build Professional Website
Create or have developed a professional website showcasing your services.
Month 1-2
Set Up Social Media Profiles
Create professional profiles on LinkedIn, Facebook, Instagram, and other relevant platforms.
Week 4
Create Marketing Materials
Develop flyers, brochures, and digital templates for listings and promotions.
Month 2
📚 Education & Development
Complete MaxWell University Training
Finish all required training modules and certifications offered by MaxWell University.
Month 1-2
Learn Local Market
Study neighborhood statistics, pricing trends, and local market conditions.
Ongoing
Master MLS Platform
Become proficient in using the MLS system for searches, listings, and market analysis.
Month 1
Join Professional Associations
Consider joining NAR, local associations, and specialty groups relevant to your focus.
Month 2-3
🎯 Lead Generation & Networking
Create Sphere of Influence List
Compile a list of family, friends, and contacts who could refer business to you.
Week 4
Announce Your New Career
Inform your network about your new career through calls, emails, and social media.
Month 1
Develop Lead Generation Plan
Create a systematic approach for generating leads through various channels.
Month 1
Join Networking Groups
Participate in local business groups, chambers of commerce, and community organizations.
Month 2
Set Up Google My Business
Create and optimize your Google My Business profile for local search visibility.
Month 1