New agent team checklist library onboarding

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What templates first?

Ontario rental application, buyer FINTRAC/ID, seller listing disclosure — match brokerage compliance.

Who maintains library?

Broker of record or ops lead updates templates; agents consume, rarely fork.

Training pairing?

New agent co-agent on senior files for first ten transactions.

Paper PDF still?

Optional free checklist PDF for open houses; digital for active files.

More Real Estate guides

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